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Rangeley Capital Podcast
23 minutes | Jul 31, 2019
July 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).
22 minutes | Jun 28, 2019
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
Following 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.
25 minutes | May 31, 2019
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
The 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!
22 minutes | Apr 30, 2019
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
The 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
26 minutes | Mar 28, 2019
1: March 2018: 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
18 minutes | Jul 17, 2018
Papa John's loses its Papa and Elon's Twitter Tirade
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.
16 minutes | Jul 11, 2018
Trump's Looming Trade War
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.
15 minutes | Jul 5, 2018
Dude, you're getting a (heavily discounted) Dell
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?
19 minutes | Jun 28, 2018
Who will catch Fox: Disney or Comcast?
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.
18 minutes | Jan 10, 2018
Jain & Abel- who will succeed Buffett at Berkshire?
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.
18 minutes | Dec 19, 2017
What does 2018 hold for Buffett and Berkshire?
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.
19 minutes | Dec 8, 2017
Why is Disney Fox Hunting?
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.
23 minutes | Nov 22, 2017
The Department of Justice takes on AT&T and Time Warner
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?
15 minutes | Nov 14, 2017
Amazon's Insane Investment and Celebrity ICOs
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.
16 minutes | Oct 27, 2017
Morningstar's mirage and GE's kitchen sink quarter
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?
16 minutes | Oct 18, 2017
Peltz proxies Proctor and Netflix's spending binge
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.
16 minutes | Oct 11, 2017
Kroger is convenient no more
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?
14 minutes | Oct 4, 2017
Tesla disappoints while Buffett keeps on trucking
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.
14 minutes | Sep 26, 2017
Turmoil at Equifax; London gives Uber the Boot
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Equifax's (EFX) CEO "exit" and London kicking out Uber.
16 minutes | Sep 21, 2017
Toys"R"Us Bankruptcy and Bank M&A
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.
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