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) ...
Rangeley Capital Podcast
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A discussion between two of Rangeley Capital's Portfolio Managers
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 abou...
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 Po...
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 ...
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 dept...
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 nex...
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 l...
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 s...
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 medi...
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...