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Business
Investing

Rangeley Capital Podcast

Updated 11 days ago

Business
Investing
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A discussion between two of Rangeley Capital's Portfolio Managers

Read more

A discussion between two of Rangeley Capital's Portfolio Managers

iTunes Ratings

173 Ratings
Average Ratings
159
7
3
2
2

A fun listen

By Mr. Avoids the HR lady - Oct 29 2017
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A great podcast for unbiased comments on the headline financial news.

Great Podcast

By Wayne Wenneman - Feb 27 2017
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Really like the concise length packed with lots of great information!

iTunes Ratings

173 Ratings
Average Ratings
159
7
3
2
2

A fun listen

By Mr. Avoids the HR lady - Oct 29 2017
Read more
A great podcast for unbiased comments on the headline financial news.

Great Podcast

By Wayne Wenneman - Feb 27 2017
Read more
Really like the concise length packed with lots of great information!
Cover image of Rangeley Capital Podcast

Rangeley Capital Podcast

Latest release on Oct 31, 2019

The Best Episodes Ranked Using User Listens

Updated by OwlTail 11 days ago

Rank #1: Oracle's Larry Ellison Wants To Own It All

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Rangeley 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.

Jul 28 2016

18mins

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Rank #2: What is Elon Musk's Top Secret Masterplan?

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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.

Jul 14 2016

18mins

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Rank #3: Warren Buffett Versus Carl Icahn

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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).

Jan 23 2017

15mins

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Rank #4: Is Hershey's a Sweet Deal for Mondelez?

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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).

Jun 30 2016

16mins

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Rank #5: Fondul's discount, Akorn's Accounting, and Closed End Funds

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Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Fondul's large discount to NAV, what's happening with Akorn, and closed end funds in general

Jan 20 2016

18mins

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Rank #6: The Mystery of Lululemon's Ghost Director

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Rangeley 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.

Aug 11 2016

16mins

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Rank #7: Amazon Buys Whole Foods. Now What?

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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).

Jun 21 2017

18mins

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Rank #8: Bullish Buffett versus Bearish Billionaires

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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.

Feb 02 2017

17mins

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Rank #9: Buffett’s Big Bank Buy

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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.

Jul 06 2017

15mins

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Rank #10: A Portrait of Donald Trump

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Rangeley 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."

Sep 12 2016

20mins

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Rank #11: 2 New Sweetheart Deals for Warren Buffett

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Rangeley 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).

Jun 26 2017

19mins

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Rank #12: What does 2018 hold for Buffett and Berkshire?

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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.

Dec 20 2017

18mins

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Rank #13: Twitter's takeover and Ackman's hunger for Chipotle

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Rangeley 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).

Sep 09 2016

16mins

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Rank #14: Will Warren Buffett Save Wells Fargo?

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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.

Sep 13 2016

17mins

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Rank #15: Jain & Abel- who will succeed Buffett at Berkshire?

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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.

Jan 11 2018

18mins

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Rank #16: Will Foxconn, Apple's Largest Supplier, Build a U.S. Plant?

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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.

Jul 24 2017

14mins

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Rank #17: Where will Amazon go? Where has telecom M&A gone?

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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.

Sep 12 2017

14mins

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Rank #18: Kroger is convenient no more

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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?

Oct 12 2017

16mins

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Rank #19: Peltz proxies Proctor and Netflix's spending binge

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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.

Oct 18 2017

14mins

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Rank #20: Why is Disney Fox Hunting?

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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.

Dec 08 2017

18mins

Play