July 2019: Has Chewy Bubbled Beyond Pets.com?
The Rangeley Team discusses Greenlight's Q2'19 letter and its comparison of Chewy to Pets.com . Then, they turn to a discussion of Beyond Me...
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Rangeley Capital Podcast
A discussion between two of Rangeley Capital's Portfolio Managers
Episodes
20 of 173 episodesJune 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
Following a month of blockbuster M&A, the Rangeley team discusses how Abbvie's deal is giving their shareholders stress wrinkles. Then, they...
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
The Rangeley team discusses two deals where the buyer's shareholders are unhappy. First up is Centene's (CNC) offer for Wellcare (WCG), wher...
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war and Blackstone's de...
S3 Ep1: March 2018: Should we be sitting on our hands more?
The Rangeley Team discusses the things and ideas that intrigued them the most in March. You can find all of the links and ideas discussed in...
Papa John's loses its Papa and Elon's Twitter Tirade
Both Tesla's (TSLA) Elon Musk and Papa John's (PZZA) Papa are facing huge blow back from some shocking statements. Chris and Andrew discuss...
Trump's Looming Trade War
With the U.S. announcing $200B in tariffs, we appear headed for a trade war. The Rangeley Team discuss what's that means for markets and whe...
Dude, you're getting a (heavily discounted) Dell
Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $...
Who will catch Fox: Disney or Comcast?
With Disney (DIS) receiving DOJ approval for their Fox (FOX) deal while Comcast (CMCSA) mulls coming back with a higher offer, one of the la...
Jain & Abel- who will succeed Buffett at Berkshire?
Berkshire Hathaway (BRK) named Greg Abel and Ajit Jain as Vice-Chairmen today, setting them as the front runners to succeed Warren Buffett a...
What does 2018 hold for Buffett and Berkshire?
After a relatively quiet 2017, Berkshire's elephant gun is fully loaded. Andrew and Chris discuss the most likely deals he'll be pursuing in...
Why is Disney Fox Hunting?
Andrew and Chris talk about the rumored mega-merger between Disney (DIS) and Fox (FOX). Why is Fox, a traditional media empire builder, look...
The Department of Justice takes on AT&T and Time Warner
The Department of Justice is trying to block the AT&T (T) acquisition of Time Warner (TWX) in a move that's shocked the business world. Why...
Amazon's Insane Investment and Celebrity ICOs
Amazon buys the rights to the Lord of the Rings prequel show for a whopping $250m, a deal one industry observer called "insane." And the SEC...
Morningstar's mirage and GE's kitchen sink quarter
The WSJ's "Morningstar mirage" article is sending shockwaves through the mutual fund industry and Morningstar's (MORN) stock, but does it te...
Peltz proxies Proctor and Netflix's spending binge
Procter & Gamble (PG) beats Nelson Peltz in the most costly proxy battle of all time. Netflix (NFLX) is planning on spending a mind-boggling...
Kroger is convenient no more
With competition looming from Amazon's (AMZN) Whole Foods purchase, Kroger (KR) is selling off their convenience stores and looking to cut c...
Tesla disappoints while Buffett keeps on trucking
Warren Buffett's Berkshire Hathaway (BRK) buys into Pilot Flying J, the nation's largest truck stop chain, while Elon Musk and Tesla (TSLA)...
Turmoil at Equifax; London gives Uber the Boot
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.
Toys"R"Us Bankruptcy and Bank M&A
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Toys"R"Us bankruptcy and what it means for the retail sector....