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A discussion between two of Rangeley Capital's Portfolio Managers
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...
Following a month of blockbuster M&A, the Rangeley team discusses how Abbvie's deal is giving their shareholders stress wrinkles. Then, they...
The Rangeley team discusses two deals where the buyer's shareholders are unhappy. First up is Centene's (CNC) offer for Wellcare (WCG), wher...
The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war and Blackstone's de...
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...
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...
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...
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 $...
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...
Berkshire Hathaway (BRK) named Greg Abel and Ajit Jain as Vice-Chairmen today, setting them as the front runners to succeed Warren Buffett a...
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...
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 is trying to block the AT&T (T) acquisition of Time Warner (TWX) in a move that's shocked the business world. Why...
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...
The WSJ's "Morningstar mirage" article is sending shockwaves through the mutual fund industry and Morningstar's (MORN) stock, but does it te...
Procter & Gamble (PG) beats Nelson Peltz in the most costly proxy battle of all time. Netflix (NFLX) is planning on spending a mind-boggling...
With competition looming from Amazon's (AMZN) Whole Foods purchase, Kroger (KR) is selling off their convenience stores and looking to cut c...
Warren Buffett's Berkshire Hathaway (BRK) buys into Pilot Flying J, the nation's largest truck stop chain, while Elon Musk and Tesla (TSLA)...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Toys"R"Us bankruptcy and what it means for the retail sector....
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Amazon (AMZN) looking for a new HQ and place bets on where th...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give their take on Goldman's recent bearish call on a stock market hi...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential equity investment in Sprint (S) from Warren Buffe...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett and Berkshire Hathaway (BRK) firing a mini-ele...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's Berkshire Hathaway's (BRK.A/BRK.B) Bank of A...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss activism at Nestle (NSRGY); then, they turn two Warren Buffet...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Amazon's (AMZN) deal to buy Whole Foods (WFM) and the regulat...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Electric's (GE) CEO change and how regulatory uncerta...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with G...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss AT&T’s (T) failed effort to buy Straight Path (STRP) after Ve...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK) annual meeting; then, they turn the Wall St...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla's (TSLA) "S-3-X-Y" issues; then, they turn to socially...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss "premium pricing" from Intel (INTC) paying up for their Cloud...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Weight Watchers (WTW) complex relationship with spokeswoman /...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a "vaguely threatening" letter that got Arconic's (ARNC) CEO...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) potential acquisition targets from Comcast (CM...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the end of the bidding war for MoneyGram (MGI) and the recut...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Jeff Bezos's Amazon (AMZN) shareholder letter; then, they dis...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest fall out from the Wells Fargo (WFC) account ope...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Fed's Lacker leak; then, they turn to late night infomerc...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss David Einhorn's proposal for General Motors (GM); then, they...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's big week and bold claims for Tesla (TSLA).
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Costco suing Titleist over golf-ball patents; then, they turn...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's (GOOGL) issue with fake news advertising; then, they...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to ca...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Intel's (INTC) big deal to buy Mobileye (MBLY); then, then di...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Motors' (GM) deal to sell Opel to PSA; then, they tur...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Snap's (SNAP) IPO before turning to big changes for the broke...
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Buffett's annual Berkshire (BRK) letter. Then, they turn to a...