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Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

Ranked #1

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Oracle's Larry Ellison Wants To Own It All

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) ... Read more

28 Jul 2016

18mins

Ranked #2

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What is Elon Musk's Top Secret Masterplan?

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 Tesl... Read more

14 Jul 2016

18mins

Ranked #3

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Warren Buffett Versus Carl Icahn

Warren Buffett Versus Carl Icahn

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK.A; BRK.B) reinsurance de... Read more

23 Jan 2017

15mins

Ranked #4

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Is Hershey's a Sweet Deal for Mondelez?

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 ... Read more

30 Jun 2016

16mins

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Ranked #5

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

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 h... Read more

20 Jan 2016

18mins

Ranked #6

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The Mystery of Lululemon's Ghost Director

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 ... Read more

11 Aug 2016

16mins

Ranked #7

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Amazon Buys Whole Foods. Now What?

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 (... Read more

21 Jun 2017

18mins

Ranked #8

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Bullish Buffett versus Bearish Billionaires

Bullish Buffett versus Bearish Billionaires

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a few billionaires who are turning bearis... Read more

2 Feb 2017

17mins

Ranked #9

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Buffett’s Big Bank Buy

Buffett’s Big Bank Buy

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's Berkshire Hathaway's (BR... Read more

6 Jul 2017

15mins

Ranked #10

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A Portrait of Donald Trump

A Portrait of Donald Trump

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest on-goings in the Tesla (TSL... Read more

12 Sep 2016

20mins

Ranked #11

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2 New Sweetheart Deals for Warren Buffett

2 New Sweetheart Deals for Warren Buffett

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss activism at Nestle (NSRGY); then, they tu... Read more

26 Jun 2017

19mins

Ranked #12

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What does 2018 hold for Buffett and Berkshire?

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 ... Read more

20 Dec 2017

18mins

Ranked #13

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Twitter's takeover and Ackman's hunger for Chipotle

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 o... Read more

9 Sep 2016

16mins

Ranked #14

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Will Warren Buffett Save Wells Fargo?

Will Warren Buffett Save Wells Fargo?

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Wells Fargo's (WFC) account opening scand... Read more

13 Sep 2016

17mins

Ranked #15

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Jain & Abel- who will succeed Buffett at Berkshire?

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 succ... Read more

11 Jan 2018

18mins

Ranked #16

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

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 ... Read more

24 Jul 2017

14mins

Ranked #17

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

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 pl... Read more

12 Sep 2017

14mins

Ranked #18

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Kroger is convenient no more

Kroger is convenient no more

With competition looming from Amazon's (AMZN) Whole Foods purchase, Kroger (KR) is selling off their convenience stores ... Read more

12 Oct 2017

16mins

Ranked #19

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Peltz proxies Proctor and Netflix's spending binge

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 ... Read more

18 Oct 2017

14mins

Ranked #20

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Why is Disney Fox Hunting?

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 ... Read more

8 Dec 2017

18mins

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