Rangeley Capital Podcast

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A discussion between two of Rangeley Capital's Portfolio Managers

Rangeley Capital Podcast

  • Oct 31, 2019 LATEST EPISODE
  • infrequent NEW EPISODES
  • 17m AVG DURATION
  • 176 EPISODES


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Latest episodes from Rangeley Capital Podcast

Will Tiffany accept LVMH's proposal?

Play Episode Listen Later Oct 31, 2019 18:40


Chris and Andrew discuss ongoing M&A in the super luxury space, with LVMH proposing to TIF and Sotheby's (BID) getting bought out for a mammoth 61% premium. Later, they discuss the NCAA's new proposal to allow student athletes to profit off their image.

WE failed (September 2019)

Play Episode Listen Later Oct 3, 2019 18:56


The Rangeley Team discusses WeWork's failed IPO, September's growth to value shift, and the current chill in corporate M&A.

Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

Play Episode Listen Later Aug 30, 2019 22:34


The Rangeley Team discusses a seeming paradox: the financial press, stock market, and (inverted) yield curve all seem to be signalling imminent recession, but all of the large retailers are reporting strong earnings (lead by Target, with their stock up ~25% this month) and continued consumer strength. Why the divergence?Then, continuing on the retail theme, the team discusses the ongoing craziness at Overstock and Tesla.

July 2019: Has Chewy Bubbled Beyond Pets.com?

Play Episode Listen Later Jul 31, 2019 23:00


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 Meats (BYND) unique secondary offering and the strange story of a fire that took down a small town bank fraud (https://bit.ly/2SQW3yC).

June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

Play Episode Listen Later Jun 27, 2019 22:22


Following a month of blockbuster M&A, the Rangeley team discusses how Abbvie's deal is giving their shareholders stress wrinkles. Then, they talk about the Sprint / T-Mobile deal as it (apparently) nears DOJ approval.

May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

Play Episode Listen Later May 31, 2019 25:20


The Rangeley team discusses two deals where the buyer's shareholders are unhappy. First up is Centene's (CNC) offer for Wellcare (WCG), where Third Point would like Centene to do a market check before going through with the deal. Then the conversation turns to Occidental's (OXY) bid for Anadarko (APC), a deal Carl Icahn thinks is "hugely overpriced." Finally, the conversation turns briefly to Jeopardy!

April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

Play Episode Listen Later Apr 30, 2019 21:52


The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war and Blackstone's decision to convert to a C-Corp. You can find all of the links and ideas discussed in more depth here:http://yetanothervalueblog.com/2019/04/some-things-and-ideas-april-2019.html

March 2019: Should we be sitting on our hands more?

Play Episode Listen Later Mar 27, 2019 26:14


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 more depth here:http://yetanothervalueblog.com/2019/03/some-things-and-ideas-march-2019.html ‎

Papa John's loses its Papa and Elon's Twitter Tirade

Play Episode Listen Later Jul 17, 2018 17:44


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 what's next for the two companies.

Trump's Looming Trade War

Play Episode Listen Later Jul 11, 2018 16:12


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 where we'll likely go from here. Later, they discuss the most recent changes for the Starwood credit card as Marriott looks to overhaul their loyalty program in the wake of their merger.

Dude, you're getting a (heavily discounted) Dell

Play Episode Listen Later Jul 5, 2018 14:58


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 $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?

Who will catch Fox: Disney or Comcast?

Play Episode Listen Later Jun 28, 2018 18:31


With Disney (DIS) receiving DOJ approval for their Fox (FOX) deal while Comcast (CMCSA) mulls coming back with a higher offer, one of the largest media deals and bidding wars in history is heating up. Chris and Andrew discuss why Comcast and Disney are so interested in Fox, what's likely to happen next, and who will ultimately catch the Fox.

Jain & Abel- who will succeed Buffett at Berkshire?

Play Episode Listen Later Jan 10, 2018 18:14


Berkshire Hathaway (BRK) named Greg Abel and Ajit Jain as Vice-Chairmen today, setting them as the front runners to succeed Warren Buffett as CEO. Who's the favorite and what's it mean for investors?  After, Chris and Andrew peer into their crystal balls and try to guess some of the themes that will drive markets in 2018.

What does 2018 hold for Buffett and Berkshire?

Play Episode Listen Later Dec 19, 2017 18:13


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 2018. And after two big deals in the food space, they discuss what's driving consolidation and who the most likely targets going forward are.

Why is Disney Fox Hunting?

Play Episode Listen Later Dec 8, 2017 18:58


Andrew and Chris talk about the rumored mega-merger between Disney (DIS) and Fox (FOX). Why is Fox, a traditional media empire builder, looking to sell? Why is Disney looking to buy? Later, they talk about some unintended (and intended) consequences of the Republican tax plan.

The Department of Justice takes on AT&T and Time Warner

Play Episode Listen Later Nov 22, 2017 23:25


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 is the DoJ suing? Who has the stronger hand, AT&T or the DoJ? And what role is politics / Donald Trump's feud with CNN playing in the suit?

Amazon's Insane Investment and Celebrity ICOs

Play Episode Listen Later Nov 14, 2017 15:16


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 comes out with a "forceful" statement saying celebrities who endorse stock sales and coin offerings without disclosing pay may be breaking the law.

Morningstar's mirage and GE's kitchen sink quarter

Play Episode Listen Later Oct 27, 2017 16:19


The WSJ's "Morningstar mirage" article is sending shockwaves through the mutual fund industry and Morningstar's (MORN) stock, but does it tell the whole story? A new CEO is in charge at GE (GE), and after reporting awful Q3 earnings he is cutting corporate jets and taking names. Will it have an impact or is it too little too late to boost the struggling conglomerate?

Peltz proxies Proctor and Netflix's spending binge

Play Episode Listen Later Oct 18, 2017 14:51


Procter & Gamble (PG) beats Nelson Peltz in the most costly proxy battle of all time. Netflix (NFLX) is planning on spending a mind-boggling $8B on original content next year.

Kroger is convenient no more

Play Episode Listen Later Oct 11, 2017 16:12


With competition looming from Amazon's (AMZN) Whole Foods purchase, Kroger (KR) is selling off their convenience stores and looking to cut costs to stay competitive. Will it be enough? And the WSJ notes that spinoffs have outperformed the market over the past few years; what's driving that out performance and will it continue going forward?

Tesla disappoints while Buffett keeps on trucking

Play Episode Listen Later Oct 4, 2017 14:15


Warren Buffett's Berkshire Hathaway (BRK) buys into Pilot Flying J, the nation's largest truck stop chain, while Elon Musk and Tesla (TSLA) announce disappointing Model 3 production numbers for Q3.

Turmoil at Equifax; London gives Uber the Boot

Play Episode Listen Later Sep 26, 2017 14:21


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

Play Episode Listen Later Sep 21, 2017 15:56


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Toys"R"Us bankruptcy and what it means for the retail sector. Then, they talk about what has made 2017 the worst year for bank M&A since 2009.

Where will Amazon go? Where has telecom M&A gone?

Play Episode Listen Later Sep 12, 2017 14:39


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Amazon (AMZN) looking for a new HQ and place bets on where they think it'll go. Then, they discuss the lack of telecom M&A and wonder what could get it started.

Will Foxconn, Apple's Largest Supplier, Build a U.S. Plant?

Play Episode Listen Later Jul 24, 2017 14:54


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give their take on Goldman's recent bearish call on a stock market hitting record highs; then, they discuss rumors Foxconn, Apple's (AAPL) largest supplier, is preparing to build a new plant in Wisconsin.

Will Buffett and Malone "save" Sprint?

Play Episode Listen Later Jul 20, 2017 16:05


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential equity investment in Sprint (S) from Warren Buffett's Berkshire Hathaway (BRK) and John Malone. Then, they check in one what Elon Musk is up to, including the potential to connect New York and D.C. with a hyperloop and Tesla (TSLA) ramping up Model 3 production.

Buffett Seizes Power

Play Episode Listen Later Jul 11, 2017 17:45


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett and Berkshire Hathaway (BRK) firing a mini-elephant gun at Texas energy distribution giant Oncor. Later, they talk about a soft advertising season for the NFL as Pfizer's (PFE) Viagra stops advertising in the face of generic competition.

Buffett’s Big Bank Buy

Play Episode Listen Later Jul 6, 2017 15:26


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's Berkshire Hathaway's (BRK.A/BRK.B) Bank of America (BAC) investment as well as quirky ways TV ratings are manipulated.

2 New Sweetheart Deals for Warren Buffett

Play Episode Listen Later Jun 26, 2017 19:27


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss activism at Nestle (NSRGY); then, they turn two Warren Buffett's Berkshire Hathaway's (BRK) recent below market deals for Home Capital (HCG) and Store Capital (STOR).

Amazon Buys Whole Foods. Now What?

Play Episode Listen Later Jun 21, 2017 18:05


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Amazon's (AMZN) deal to buy Whole Foods (WFM) and the regulatory future for tech giants like Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Facebook (FB).

A new day at GE

Play Episode Listen Later Jun 12, 2017 15:54


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Electric's (GE) CEO change and how regulatory uncertainty is holding up M&A activity.

Google versus Uber

Play Episode Listen Later May 24, 2017 13:27


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with Google (GOOGL).

Is the market scared enough of Donald Trump?

Play Episode Listen Later May 17, 2017 17:38


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is properly pricing in political risk in today's crazy world.

1-800-SCREW-AT&T

Play Episode Listen Later May 11, 2017 16:29


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss AT&T’s (T) failed effort to buy Straight Path (STRP) after Verizon’s (VZ) topping bid. Then theyturn to Snap’s (SNAP) first quarter as a public company.

Berkshire's 2017 Annual Meeting review

Play Episode Listen Later May 9, 2017 17:23


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK) annual meeting; then, they turn the Wall Street Journal article "How a hedge fund ace chased Silicon Valley Riches and embarrassed himself."

Tesla is Not Quite S-E-X-Y

Play Episode Listen Later May 4, 2017 17:33


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla's (TSLA) "S-3-X-Y" issues; then, they turn to socially responsible investing ETFs.

Intel and Nintendo pay up

Play Episode Listen Later May 1, 2017 14:59


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss "premium pricing" from Intel (INTC) paying up for their Cloudera stake and Nintendo shipping Switch consoles by plane.

Can You Lose Weight And Get Rich With Oprah Winfrey?

Play Episode Listen Later Apr 28, 2017 18:15


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Weight Watchers (WTW) complex relationship with spokeswoman / board member Oprah Winfrey; then, they talk about the incredible rise and fall of Dryships (DRYS) stock.

Smokin' Cigarettes

Play Episode Listen Later Apr 24, 2017 17:23


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a "vaguely threatening" letter that got Arconic's (ARNC) CEO fired; then, they discuss why the tobacco industry is "rolling in money".

Verizon’s Endless Appetite

Play Episode Listen Later Apr 19, 2017 17:38


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) potential acquisition targets from Comcast (CMCSA) to CBS (CBS) and Disney (DIS); then, they turn to Microsoft’s (MSFT) Steve Ballmer’s latest project.

MoneyGram gets a bump

Play Episode Listen Later Apr 17, 2017 16:17


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the end of the bidding war for MoneyGram (MGI) and the recut Abbott (ABT) deal for Alere (ALR).

Still Day One at Amazon

Play Episode Listen Later Apr 12, 2017 17:56


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Jeff Bezos's Amazon (AMZN) shareholder letter; then, they discuss activism at Whole Foods (WFM) and the rumors Amazon considered a bid for Whole Foods.

Déjà vu at Wells Fargo and Mondelez

Play Episode Listen Later Apr 10, 2017 16:22


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest fall out from the Wells Fargo (WFC) account opening scandal; then, they wonder if a search for a new CEO could open the door for a sale at Mondelez (MDLZ).

But wait... there's more!

Play Episode Listen Later Apr 5, 2017 14:20


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Fed's Lacker leak; then, they turn to late night infomercial juggernaut Ronco Brands' (known for the Veg-O-Matic) attempt to IPO.

Unlocking the Value of GM’s Dividend

Play Episode Listen Later Mar 29, 2017 16:23


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss David Einhorn's proposal for General Motors (GM); then, they turn to issues with the Prince estate.

From Bold to Boring: Elon Musk's Big Claims

Play Episode Listen Later Mar 28, 2017 18:53


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's big week and bold claims for Tesla (TSLA).

Are Costco's balls better than Titleist's?

Play Episode Listen Later Mar 23, 2017 19:34


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Costco suing Titleist over golf-ball patents; then, they turn to cheating in eSports.

Google vs. Fake News

Play Episode Listen Later Mar 21, 2017 17:48


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's (GOOGL) issue with fake news advertising; then, they discuss skinny bundles squeezing superfluous TV channels.

Why Don’t Insiders Want Their Shares?

Play Episode Listen Later Mar 16, 2017 17:56


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to canine rentals.

Mobileye Drives Massive Premium

Play Episode Listen Later Mar 13, 2017 18:06


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Intel's (INTC) big deal to buy Mobileye (MBLY); then, then discuss Logan's box office success.

GM Pays PSA to Take Opel

Play Episode Listen Later Mar 8, 2017 17:47


Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Motors' (GM) deal to sell Opel to PSA; then, they turn to rising pay at nonprofits.

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