Shows
Rangeley Capital PodcastWE failed (September 2019)The Rangeley Team discusses WeWork's failed IPO, September's growth to value shift, and the current chill in corporate M&A.2019-10-0318 minRangeley Capital PodcastRetail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019The 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. 2019-08-3022 minRangeley Capital PodcastJuly 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 Meats (BYND) unique secondary offering and the strange story of a fire that took down a small town bank fraud (https://bit.ly/2SQW3yC).2019-07-3123 minRangeley Capital PodcastJune 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinklesFollowing 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.2019-06-2822 minRangeley Capital PodcastMay 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko dealsThe 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!2019-05-3125 minRangeley Capital PodcastApril 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversionThe 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.html2019-04-3021 minRangeley Capital PodcastMarch 2019: 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 more depth here:http://yetanothervalueblog.com/2019/03/some-things-and-ideas-march-2019.html 2019-03-2826 minRangeley Capital PodcastTrump's Looming Trade WarWith 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.2018-07-1216 minRangeley Capital PodcastTurmoil at Equifax; London gives Uber the BootRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.2017-09-2714 minRangeley Capital PodcastToys"R"Us Bankruptcy and Bank M&ARangeley 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 2009.2017-09-2115 minRangeley Capital PodcastWhere will Amazon go? Where has telecom M&A gone?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.2017-09-1314 minRangeley Capital PodcastWill Foxconn, Apple's Largest Supplier, Build a U.S. Plant?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.2017-07-2514 minRangeley Capital PodcastWill Buffett and Malone "save" Sprint?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.2017-07-2116 minRangeley Capital PodcastBuffett Seizes PowerRangeley 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.2017-07-1217 minRangeley Capital PodcastBuffett’s Big Bank BuyRangeley 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.2017-07-0715 minRangeley Capital Podcast2 New Sweetheart Deals for Warren BuffettRangeley 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).2017-06-2619 minRangeley Capital PodcastAmazon Buys Whole Foods. Now What?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).2017-06-2118 minRangeley Capital PodcastA new day at GERangeley 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.2017-06-1215 minRangeley Capital PodcastGoogle versus UberRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with Google (GOOGL).2017-05-2413 minRangeley Capital PodcastIs the market scared enough of Donald Trump?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.2017-05-1817 minRangeley Capital Podcast1-800-SCREW-AT&TRangeley 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. 2017-05-1116 minRangeley Capital PodcastBerkshire's 2017 Annual Meeting reviewRangeley 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."2017-05-1017 minRangeley Capital PodcastTesla is Not Quite S-E-X-YRangeley 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.2017-05-0417 minRangeley Capital PodcastIntel and Nintendo pay upRangeley 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. 2017-05-0114 minRangeley Capital PodcastCan You Lose Weight And Get Rich With Oprah Winfrey?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.2017-04-2818 minRangeley Capital PodcastSmokin' CigarettesRangeley 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".2017-04-2417 minRangeley Capital PodcastVerizon’s Endless AppetiteRangeley 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.2017-04-1917 minRangeley Capital PodcastMoneyGram gets a bumpRangeley 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).2017-04-1716 minRangeley Capital PodcastStill Day One at AmazonRangeley 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.2017-04-1217 minRangeley Capital PodcastDéjà vu at Wells Fargo and MondelezRangeley 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).2017-04-1016 minRangeley Capital PodcastBut wait... there's more!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.2017-04-0614 minRangeley Capital PodcastUnlocking the Value of GM’s DividendRangeley 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.2017-03-3016 minRangeley Capital PodcastFrom Bold to Boring: Elon Musk's Big ClaimsRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's big week and bold claims for Tesla (TSLA).2017-03-2818 minRangeley Capital PodcastAre Costco's balls better than Titleist's?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.2017-03-2319 minRangeley Capital PodcastGoogle vs. Fake NewsRangeley 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.2017-03-2117 minRangeley Capital PodcastWhy Don’t Insiders Want Their Shares?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to canine rentals. 2017-03-1617 minRangeley Capital PodcastMobileye Drives Massive PremiumRangeley 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.2017-03-1318 minRangeley Capital PodcastGM Pays PSA to Take OpelRangeley 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.2017-03-0817 minRangeley Capital PodcastSnap - Crackle or Pop?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Snap's (SNAP) IPO before turning to big changes for the brokerages.2017-03-0118 minRangeley Capital PodcastAfter BuffettRangeley 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.2017-02-2717 minRangeley Capital PodcastAn Easy Money Idea Blows UpRangeley 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.2017-02-2317 minRangeley Capital PodcastUnilever Finds Kraft RevoltingRangeley 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.2017-02-2318 minRangeley Capital PodcastWarren Buffett's New PicksRangeley 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.2017-02-1617 minRangeley Capital PodcastDead End - No Way Out for Sears and MallsRangeley 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).2017-02-1418 minRangeley Capital PodcastVerizon's Data Death MarchRangeley 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.2017-02-1417 minRangeley Capital PodcastTime for Amazon to Get Physical?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.2017-02-0917 minRangeley Capital PodcastCan Disney Find Its Prince?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).2017-02-0616 minRangeley Capital PodcastBullish Buffett versus Bearish BillionairesRangeley 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.2017-02-0217 minRangeley Capital PodcastCisco's IPO KillerRangeley 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.2017-02-0117 minRangeley Capital PodcastIs Anyone Safe From Amazon?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.2017-01-2519 minRangeley Capital PodcastWarren Buffett Versus Carl IcahnRangeley 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).2017-01-2415 minRangeley Capital PodcastTrump’s Tweets: Who Loves Them and Who Hates ThemRangeley 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). 2017-01-2118 minRangeley Capital PodcastMadoff Corners Hot Chocolate MarketRangeley 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).2017-01-1917 minRangeley Capital PodcastElon Musk’s Yuuge Bet in NevadaRangeley 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.2017-01-1217 minRangeley Capital PodcastThe Ultimate Evil Corporation Of All TimeRangeley 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. 2017-01-1016 minRangeley Capital PodcastWarren Buffett's Reverse YankeeRangeley 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).2017-01-0518 minRangeley Capital PodcastApple's Billion Dollar BetRangeley 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.2017-01-0516 minRangeley Capital PodcastWill Warren Buffett buy Coke?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. 2016-12-2119 minRangeley Capital PodcastChristmas FavoritesRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their favorite tweets, books, and gifts of the year before concluding with their thoughts on the "white lie" of Santa.2016-12-2016 minRangeley Capital PodcastWill Verizon Dump Yahoo!?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) star-crossed acquisition of Yahoo! (YHOO) in the wake of another security breach. Then, they turn to the TSA in anticipation of holiday travel.2016-12-1917 minRangeley Capital PodcastWhat's Next For Exxon?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump nominating Exxon (XOM) CEO Rex Tillerson for Secretary of State; then, they discuss Senator Liz Warren's attack on hedge fund manager Whitney Tilson.2016-12-1316 minRangeley Capital PodcastCan Under Armour Catch Nike?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Under Armour's (UA) new deal with the MLB and their complex share class restructuring. Then, they look at wasteful spending at the Pentagon and on Air Force One.2016-12-0617 minRangeley Capital PodcastHappy Repeal DayRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, celebrate Repeal Day with a discussion of beverage companies, including Anheuser-Busch InBev (BUD), and then move on to a discussion of cross-border M&A.2016-12-0619 minRangeley Capital PodcastIs Tesla a Zero?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla (TSLA) and the future of driving cars in the wake of the Solarcity (SCTY) deal close. Then, they turn their attention to Cuba (CUBA).2016-12-0118 minRangeley Capital PodcastFacebook's Real and Fake NewsRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Facebook's (FB) first buyback and their issues with fake news. Then they switch from capitalism to socialism and talk about Venezuela. 2016-11-2118 minRangeley Capital PodcastDryShips SinksRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss DryShips (DRYS) amazing rise and fall in the wake of Donald Trump's election. Then, they turn to a curious quote by Lowe's (LOW) CEO after a poor earnings report.2016-11-1715 minRangeley Capital PodcastWarren Buffett's Newest PicksRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss this quarter's 13-Fs, including Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) buying the airlines while selling Walmart (WMT). Then, they discuss labor unions introducing the "Work It" app to unionize Walmart's workforce.2016-11-1617 minRangeley Capital Podcast3 Trump Era PicksRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump's historic win, how they (and the polls!) could've missed it by so much, and investing opportunities in his administration.2016-11-1018 minRangeley Capital PodcastL Brands Used To Be HotRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Valeant's (VRX) legal woes and non-core sales. Then, they take a close look at L Brands (LB) before turning to the election odds.2016-11-0219 minRangeley Capital PodcastDoes Time Warner Need Apple or Does Goldman?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Goldman Sachs (GS) "freaking out" trying to get Apple (AAPL) to top AT&T's (T) bid for Time Warner (TWX). Then, they discuss General Electric's (GE) deal with Baker Hughes (BHI).2016-11-0118 minRangeley Capital PodcastMegyn Kelly's Millions and the North Dakota CrashRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Megyn Kelly's contract negotiations with Fox News (FOXA) and the potential for Trump TV. Then, they turn to the North Dakota crash conspiracy.2016-10-2716 minRangeley Capital PodcastAT&T and Time Warner’s Game of ThronesRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the AT&T (T) mega-merger with Time Warner (TWX). Then, they discuss the new excuse for companies reporting weak earnings: political uncertainty. 2016-10-2518 minRangeley Capital PodcastSalesforce's Secret M&A Plans RevealedRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the leak of Salesforce's (CRM) board documents discussing potential M&A targets. Then, they turn to some recent controversy surrounding Peter Thiel's donation to Donald Trump's campaign and funding lawsuits against Gawker Media.2016-10-2019 minRangeley Capital PodcastAttention Walmart ShoppersRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Walmart's (WMT) recent crime problems and efforts to improve by raising wages. Then, they look at YUM Brands (YUM) pending spinoff of their Chinese unit and what could come next for the company.2016-10-1817 minRangeley Capital PodcastGoogle-YouTube at 10Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's ($GOOG) ($GOOGL) recent acquisition of FameBit and reflect on the YouTube acquisition on its 10 year anniversary. Then, they discuss the Hollywood Reporter's article "Panic, Anxiety Spark Rush to Build Luxury Bunkers for L.A.'s Superrich."2016-10-1216 minRangeley Capital PodcastWarren Buffett's Trade, Part IIRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Mars buying out Berkshire's (BRK) stake in Wrigley and Donald Trump calling out Warren Buffett on taxes. Then, they discuss a failed promotion at Ruth Chris (RUTH) . Finally, they wrap up with some thoughts on Donald Trump's recent controversies. 2016-10-1018 minRangeley Capital PodcastSour Grapes from Salesforce to HarvardRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Salesforce.com's (CRM) attempts to delay the Microsoft (MSFT) / LinkedIn (LNKD) merger by complaining to the EU; then, they discuss the Harvard Crimson Editorial Board's gloomy mood over their endowment's performance.2016-10-0316 minRangeley Capital PodcastDisney's Goofy Twitter PlayRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give some updates on the Viacom (VIA) / CBS (CBS) rumored merger as well as the brewing bidding war for Twitter (TWTR), with bidders ranging from Disney (DIS) to Google (GOOG) and Salesforce (CRM). Then, they discuss the WSJ article "Why it takes more than money to buy a special edition Ferrari (RACE)."2016-09-2817 minRangeley Capital PodcastPfizer Staying Together; Valeant Breaking UpRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Pfizer's (PFE) decision to stay together while Valeant (VRX) slowly looks to sell off non-core assets. Then, they discuss the recent Yahoo (YHOO) hack and what it means for their Verizon (VZ) deal.2016-09-2717 minRangeley Capital PodcastThe Monster is in the Truck!Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss what's next for Viacom (VIA), including rumors of a potential reunion with CBS (CBS). Then, they wonder if Gray's (GTN) political ad warning has implications for the future of ad spending.2016-09-2316 minRangeley Capital PodcastIcahn v. AckmanRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the ongoing Bill Ackman / Carl Icahn feud over Herbalife (HLF). Then, they discuss the rational behind the massive premiums Allergan (AGN) paid for Tobira (TBRA) and Vitae (VTAE).2016-09-2117 minRangeley Capital PodcastWill Warren Buffett Save Wells Fargo?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Wells Fargo's (WFC) account opening scandal and then ask if Warren Buffett will get involved given it's Berkshire's (BRK) 2nd largest holding. Then, they turn to the sugar industry dietary research funding scandal.2016-09-1317 minRangeley Capital PodcastA Portrait of Donald TrumpRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest on-goings in the Tesla (TSLA) / SolarCity (SCTY) merger; then, they discuss the Washington Post article "How Donald Trump retooled his charity to spend other people's money."2016-09-1220 minRangeley Capital PodcastTwitter's takeover and Ackman's hunger for ChipotleRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, ask why Twitter (TWTR) is so often the subject of takeover rumors. Then, they discuss Bill Ackman's recent investment in Chipotle (CMG).2016-09-0916 minRangeley Capital PodcastApple’s European ShakedownRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Apple's (AAPL) iPhone launch and their fight with the EU tax authorities. Then they discuss the results from "sell in May and go away" and where they're seeing opportunity in a complacent market.2016-09-0616 minRangeley Capital PodcastThe For-Profit President?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent controversy over Mylan's (MYL) EpiPen, the "dinner with Trump" PAC scandal, and Trump's for profit campaign.2016-08-3117 minRangeley Capital Podcast13-F Watch: Buffett's Berkshire Buys Apple, Sells WalmartRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from "13-F watch", including Berkshire (BRK) buying Apple (AAPL) and selling Walmart (WMT). Then they discuss the battle for paper versus electronic mutual fund reports.2016-08-2316 minRangeley Capital PodcastThe Mystery of Lululemon's Ghost DirectorRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the "ghost" controversy that lead to the resignation of Lululemon's (LULU) direct Rhoda Pitcher. Then they discuss the buyout of Mattress Firm (MFRM) and how it continues an awful year in the realm of short selling.2016-08-1216 minRangeley Capital PodcastWhere are Warren Buffett's Financial Weapons of Mass Destruction?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Citigroup's (C) recent accumulation of financial derivatives, an instrument Berkshire's (BRK) Warren Buffett called "financials weapons of mass destruction". They then discuss Harvard's endowment and its recent struggles to hang onto talent.2016-08-0916 minRangeley Capital PodcastBearish Billionaires and Tech BubblesRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss tech's rise to the top of the market and then talk about why a group of billionaire investors have come out bearish on the market recently.2016-08-0416 minRangeley Capital PodcastOracle's Larry Ellison Wants To Own It AllRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Oracle's (ORCL) deal to buy Netsuite (N) and then wonder how many shoes can drop at Alere (ALR) before Abbott (ABT) can run away.2016-07-2918 minRangeley Capital PodcastWarren Buffett's Conspiracy to Save the WorldRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire (BRK) CEO Warren Buffett and J.P. Morgan (JPM) Jamie Dimon's secret meeting to improve corporate governance, as well as some shocking new research that suggests CEO pay has a negative correlation to stock price performance.2016-07-2517 minRangeley Capital PodcastIs Chipotle Recovering From Food Poisoning?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Unilever's (UN) deal to buy Dollar Shave Club, and then discuss the long and short case for Chipotle (CMG) in the wake of their awful earnings report.2016-07-2220 minRangeley Capital PodcastWhat's Good on Netflix?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, have a movie themed podcast: first, they discuss the Netflix (NFLX) earnings "horror show", and then they discuss some deal drama in the proposed merger between AMC (AMC) and Carmike (CKEC). 2016-07-1917 minRangeley Capital PodcastWhat is Elon Musk's Top Secret Masterplan?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's wild week, including his Tesla (TSLA) masterplan, an SEC investigation, and some selective disclosure questions. They wrap up by chatting a bit about the election and the upcoming Republican Convention.2016-07-1418 minRangeley Capital PodcastIs This WWE Opportunity Real?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss #primeday and what it means for Amazon (AMZN) shareholders, and then talk about the UFC's sale and its implications for WWE (WWE).2016-07-1219 minRangeley Capital PodcastAs Pokemon Takes Over the World, Who Will Take Over Nintendo?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the #pokemongo craze, its broader investing implications, and if the game makes Nintendo an acquisition target.2016-07-1219 minRangeley Capital PodcastBuffett's next deal?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, catch up on Yahoo's (YHOO) core business auction as final bid day approaches, and then discuss why Warren Buffett and Berkshire (BRK) are providing financing for Dan Gilbert's bid.2016-07-0718 minRangeley Capital PodcastIs Hershey's a Sweet Deal for Mondelez?Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss opportunities in the media sector in the wake of the Starz (STRZA) / Lions Gate (LGF) merger and then discuss Mondelez's (MDLZ) bid for Hershey (HSY). 2016-06-3016 min
Rangeley Capital PodcastTop pick for 2016Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss their top pick for Rangeley's Annual Best Investment Idea.2015-12-0315 min