Podcasts about rangeley capital's portfolio managers

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. Then, they talk about what has made 2017 the worst year for bank M&A since 2009.

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.

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.

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.

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.

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.

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).

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).

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.

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

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.

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.

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."

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.

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.

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.

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".

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.

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).

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.

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).

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.

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.

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 to cheating in eSports.

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.

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

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.

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.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Snap's (SNAP) IPO before turning to big changes for the brokerages.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Buffett's annual Berkshire (BRK) letter. Then, they turn to a study that shows that leaks lead to higher deal premiums.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss bad ideas, including a plot to bomb Target (TGT) stores to buy their stock at a discount.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Kraft Heinz's (KHC) failed deal for Unilever (UL) / (UN) and wonder what's next for the two companies. Then, they discuss the Catalyst Fund.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs and Warren Buffett's Berkshire Hathaway's (BRK) newest picks in Apple (AAPL), airlines, and Monsanto (MON). Then, they discuss Restaurant Brands' (QSR) next target.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, use Valentine's Day as a way to discuss commitment in the form of tenured professors and mall leases with department stores like Sears (SHLD).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) move back to unlimited data plans to keep up with Sprint (S) and T-Mobile (TMUS); then, they talk about New York City's ballooning budget.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Audi's Super Bowl ad; then, they talk about rumors that a buyer might step in to rescue Macy's (M), including a wild rumor that Amazon (AMZN) might be their white knight.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss rumors Disney's (DIS) CEO Bob Iger might be sticking around past 2018. Then, they talk about the diverging fortunes of Hasbro (HAS) and Mattel (MAT).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a few billionaires who are turning bearish as the Trump administration advances its agenda. One billionaire who's decidedly not bearish? Berkshire's (BRK) Warren Buffett, who has bought $12B of stock since the election.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Cisco (CSCO) snapping up AppDynamics hours before their IPO; then, they turn to the $81m Hamilton ticket Ponzi Scheme.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Amazon's (AMZN) moves in auto parts and shipping; then, they discuss Snapchat's pending IPO.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK.A; BRK.B) reinsurance deal with insurance giant AIG (AIG). Then, they talk about Buffett's approval of Trump's Cabinet picks and Buffett's (correct) suggestion not to pay too much head to Carl Icahn's bearish calls (IEP).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, spend inauguration day talking about two of President Trump's favorite things: jobs and Twitter (TWTR).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss catch up with Bernie Madoff and his Swiss Miss corner. Then they discuss the strange final days of the Obama administration, including the last minute FTC suit against Qualcomm (QCOM) and its potential to derail their merger with NXP Semiconductors (NXPI).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Tesla (TSLA) Gigafactory and their big new hire poached from Apple (AAPL). Then, they turn to the latest memo from Oaktree's (OAK) Chairman Howard Marks.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Verizon (VZ)-Comcast (CMCSA) deal contemplated by T-Mobile (TMUS) CEO John Legere as well as his other 2017 predictions. Then they turn to the one million US jobs pledged by Alibaba (BABA) CEO Jack Ma to Donald Trump.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett pulling a "reverse yankee" at Berkshire Hathaway (BRK); then, they discuss an awful start to the year for retailers like Sears (SHLD), Macy's (M), and Kohl's (KSS).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Apple's (AAPL) billion dollar investment into Softbank's (SFTBY) $100B Vision Fund. Then, they turn to the "vile and amazing" Jack in the Box (JACK) taco.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their predictions for 2017, including if Warren Buffett's Berkshire Hathaway (BRK) will buy Coke (KO), if Sprint (S) and T-Mobile (TMUS) will merge, the odds of Rite-Aid (RAD) and Alere (ALR) closing their mergers, and the ban on porn in South Carolina.