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Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

Weekly hand curated podcast episodes for learning

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Oracle's Larry Ellison Wants To Own It All

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.

18mins

28 Jul 2016

Rank #1

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What is Elon Musk's Top Secret Masterplan?

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.

18mins

14 Jul 2016

Rank #2

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Warren Buffett Versus Carl Icahn

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).

15mins

23 Jan 2017

Rank #3

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Is Hershey's a Sweet Deal for Mondelez?

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).

16mins

30 Jun 2016

Rank #4

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Fondul's discount, Akorn's Accounting, and Closed End Funds

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

18mins

20 Jan 2016

Rank #5

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The Mystery of Lululemon's Ghost Director

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.

16mins

11 Aug 2016

Rank #6

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Amazon Buys Whole Foods. Now What?

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).

18mins

21 Jun 2017

Rank #7

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Bullish Buffett versus Bearish Billionaires

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.

17mins

2 Feb 2017

Rank #8

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Buffett’s Big Bank Buy

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.

15mins

6 Jul 2017

Rank #9

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A Portrait of Donald Trump

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."

20mins

12 Sep 2016

Rank #10

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2 New Sweetheart Deals for Warren Buffett

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).

19mins

26 Jun 2017

Rank #11

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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.

18mins

20 Dec 2017

Rank #12

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Twitter's takeover and Ackman's hunger for Chipotle

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).

16mins

9 Sep 2016

Rank #13

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Will Warren Buffett Save Wells Fargo?

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.

17mins

13 Sep 2016

Rank #14

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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.

18mins

11 Jan 2018

Rank #15

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

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.

14mins

24 Jul 2017

Rank #16

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

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.

14mins

12 Sep 2017

Rank #17

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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?

16mins

12 Oct 2017

Rank #18

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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.

14mins

18 Oct 2017

Rank #19

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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.

18mins

8 Dec 2017

Rank #20