I am talking to Andrew Walker, portfolio manager at Rangeley Capital and his widely read YAVB blog

In this episode, we discuss:

• Madison Square Garden and the worst run team in the NBA
• The Taubman / Simon Property M&A deal
• The Tiffany's and LVMH M&A deal
• Cable companies
• Twitter / the worst run social media property in the NASDAQ? (I'm detecting a pattern here)
• Kontoor Brands; dividend stock that suspended its dividend

And more. You can find Andrew's must-read blog here (http://yetanothervalueblog.com/) and he's also on Twitter https://twitter.com/AndrewRangeley