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Rangeley Capital Podcast

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United States

Language:

English

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203-801-9975


Episodes

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

7/17/2018
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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.

Duration:00:17:42

Trump's Looming Trade War

7/11/2018
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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.

Duration:00:16:12

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

7/5/2018
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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?

Duration:00:14:57

Who will catch Fox: Disney or Comcast?

6/28/2018
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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.

Duration:00:18:29

Jain & Abel- who will succeed Buffett at Berkshire?

1/10/2018
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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.

Duration:00:18:14

What does 2018 hold for Buffett and Berkshire?

12/20/2017
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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.

Duration:00:18:13

Why is Disney Fox Hunting?

12/8/2017
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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.

Duration:00:18:58

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

11/22/2017
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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?

Duration:00:23:25

Amazon's Insane Investment and Celebrity ICOs

11/14/2017
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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.

Duration:00:15:16

Morningstar's mirage and GE's kitchen sink quarter

10/27/2017
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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?

Duration:00:16:19

Peltz proxies Proctor and Netflix's spending binge

10/18/2017
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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.

Duration:00:14:51

Kroger is convenient no more

10/11/2017
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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?

Duration:00:16:12

Tesla disappoints while Buffett keeps on trucking

10/4/2017
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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.

Duration:00:14:15

Turmoil at Equifax; London gives Uber the Boot

9/26/2017
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Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.

Duration:00:14:21

Toys"R"Us Bankruptcy and Bank M&A

9/21/2017
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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.

Duration:00:15:55

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

9/12/2017
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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.

Duration:00:14:39

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

7/24/2017
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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.

Duration:00:14:54

Will Buffett and Malone "save" Sprint?

7/20/2017
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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.

Duration:00:16:05

Buffett Seizes Power

7/11/2017
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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.

Duration:00:17:45

Buffett’s Big Bank Buy

7/6/2017
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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.

Duration:00:15:26