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Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

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Will Tiffany accept LVMH's proposal?

Will Tiffany accept LVMH's proposal?

Chris and Andrew discuss ongoing M&A in the super luxury space, with LVMH proposing to TIF and Sotheby's (BID) getti... Read more

31 Oct 2019

18mins

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WE failed (September 2019)

WE failed (September 2019)

The Rangeley Team discusses WeWork's failed IPO, September's growth to value shift, and the current chill in corporate M... Read more

3 Oct 2019

18mins

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Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

The Rangeley Team discusses a seeming paradox: the financial press, stock market, and (inverted) yield curve all seem to... Read more

30 Aug 2019

22mins

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July 2019: Has Chewy Bubbled Beyond Pets.com?

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 disc... Read more

31 Jul 2019

23mins

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June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

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 str... Read more

28 Jun 2019

22mins

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May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

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 ... Read more

31 May 2019

25mins

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April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

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... Read more

30 Apr 2019

21mins

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March 2019: Should we be sitting on our hands more?

March 2019: 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 an... Read more

28 Mar 2019

26mins

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Papa John's loses its Papa and Elon's Twitter Tirade

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... Read more

18 Jul 2018

17mins

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Trump's Looming Trade War

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... Read more

12 Jul 2018

16mins

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