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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

Snap - Crackle or Pop?

3/1/2017
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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.

Duration:00:18:09

After Buffett

2/27/2017
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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.

Duration:00:17:06

An Easy Money Idea Blows Up

2/23/2017
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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.

Duration:00:17:18

Unilever Finds Kraft Revolting

2/22/2017
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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.

Duration:00:18:49

Warren Buffett's New Picks

2/15/2017
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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.

Duration:00:17:17

Dead End - No Way Out for Sears and Malls

2/14/2017
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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).

Duration:00:18:40

Verizon's Data Death March

2/13/2017
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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.

Duration:00:17:50

Time for Amazon to Get Physical?

2/8/2017
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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.

Duration:00:17:25

Can Disney Find Its Prince?

2/6/2017
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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).

Duration:00:16:46

Bullish Buffett versus Bearish Billionaires

2/2/2017
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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.

Duration:00:17:05

Cisco's IPO Killer

2/1/2017
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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.

Duration:00:17:18

Is Anyone Safe From Amazon?

1/25/2017
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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.

Duration:00:19:52

Warren Buffett Versus Carl Icahn

1/23/2017
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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).

Duration:00:15:25

Trump’s Tweets: Who Loves Them and Who Hates Them

1/20/2017
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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).

Duration:00:18:08

Madoff Corners Hot Chocolate Market

1/18/2017
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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).

Duration:00:17:58

Elon Musk’s Yuuge Bet in Nevada

1/12/2017
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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.

Duration:00:17:50

The Ultimate Evil Corporation Of All Time

1/9/2017
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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.

Duration:00:16:49