A discussion between two of Rangeley Capital's Portfolio Managers
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July 2019: Has Chewy Bubbled Beyond Pets.com?
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23:00The 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).Kirjoittanut Rangeley Capital Podcast
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June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
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22:22Following 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.Kirjoittanut Rangeley Capital Podcast
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May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
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25:20The 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…
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April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
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21:52The 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…
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S3 Ep1: March 2018: Should we be sitting on our hands more?
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26:14The 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 Kirjoittanut Rangeley Capital Podcast
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Papa John's loses its Papa and Elon's Twitter Tirade
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17:44Both 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.Kirjoittanut Rangeley Capital Podcast
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Trump's Looming Trade War
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16:12With 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.…
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Dude, you're getting a (heavily discounted) Dell
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14:58Dell 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?Kirjoittanut Rangeley Capital Podcast
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Who will catch Fox: Disney or Comcast?
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18:31With 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.…
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Jain & Abel- who will succeed Buffett at Berkshire?
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18:14Berkshire 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.…
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What does 2018 hold for Buffett and Berkshire?
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18:13After 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.Kirjoittanut Rangeley Capital Podcast
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Why is Disney Fox Hunting?
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18:58Andrew 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.Kirjoittanut Rangeley Capital Podcast
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The Department of Justice takes on AT&T and Time Warner
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23:25The 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?Kirjoittanut Rangeley Capital Podcast
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Amazon's Insane Investment and Celebrity ICOs
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15:16Amazon 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.Kirjoittanut Rangeley Capital Podcast
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Morningstar's mirage and GE's kitchen sink quarter
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16:19The 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 strug…
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Peltz proxies Proctor and Netflix's spending binge
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14:51Procter & 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.Kirjoittanut Rangeley Capital Podcast
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Kroger is convenient no more
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16:12With 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?…
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Tesla disappoints while Buffett keeps on trucking
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14:15Warren 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.Kirjoittanut Rangeley Capital Podcast
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Turmoil at Equifax; London gives Uber the Boot
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14:21Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.Kirjoittanut Rangeley Capital Podcast
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Toys"R"Us Bankruptcy and Bank M&A
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15:56Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Where will Amazon go? Where has telecom M&A gone?
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14:39Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Will Foxconn, Apple's Largest Supplier, Build a U.S. Plant?
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14:54Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Will Buffett and Malone "save" Sprint?
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16:05Rangeley 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 producti…
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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.…
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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.Kirjoittanut Rangeley Capital Podcast
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2 New Sweetheart Deals for Warren Buffett
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19:27Rangeley 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).Kirjoittanut Rangeley Capital Podcast
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Amazon Buys Whole Foods. Now What?
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18:05Rangeley 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).Kirjoittanut Rangeley Capital Podcast
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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.Kirjoittanut Rangeley Capital Podcast
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Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with Google (GOOGL).Kirjoittanut Rangeley Capital Podcast
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Is the market scared enough of Donald Trump?
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17:38Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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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.Kirjoittanut Rangeley Capital Podcast
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Berkshire's 2017 Annual Meeting review
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17:23Rangeley 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."Kirjoittanut Rangeley Capital Podcast
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Tesla is Not Quite S-E-X-Y
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17:33Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Intel and Nintendo pay up
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14:59Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Can You Lose Weight And Get Rich With Oprah Winfrey?
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18:15Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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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".Kirjoittanut Rangeley Capital Podcast
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Verizon’s Endless Appetite
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17:38Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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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).Kirjoittanut Rangeley Capital Podcast
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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.Kirjoittanut Rangeley Capital Podcast
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Déjà vu at Wells Fargo and Mondelez
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16:22Rangeley 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).Kirjoittanut Rangeley Capital Podcast
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But wait... there's more!
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14:20Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Unlocking the Value of GM’s Dividend
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16:23Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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From Bold to Boring: Elon Musk's Big Claims
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18:53Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's big week and bold claims for Tesla (TSLA).Kirjoittanut Rangeley Capital Podcast
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Are Costco's balls better than Titleist's?
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19:33Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Costco suing Titleist over golf-ball patents; then, they turn to cheating in eSports.Kirjoittanut Rangeley Capital Podcast
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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.Kirjoittanut Rangeley Capital Podcast
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Why Don’t Insiders Want Their Shares?
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17:56Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to canine rentals.Kirjoittanut Rangeley Capital Podcast
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Mobileye Drives Massive Premium
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18:06Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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GM Pays PSA to Take Opel
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17:47Rangeley 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.Kirjoittanut Rangeley Capital Podcast
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Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Snap's (SNAP) IPO before turning to big changes for the brokerages.Kirjoittanut Rangeley Capital Podcast
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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.Kirjoittanut Rangeley Capital Podcast
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