title

Rangeley Capital Podcast

Rangeley Capital Podcast

7
Followers
2
Plays
Rangeley Capital Podcast

Rangeley Capital Podcast

Rangeley Capital Podcast

7
Followers
2
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

A discussion between two of Rangeley Capital's Portfolio Managers

Latest Episodes

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) getting bought out for a mammoth 61% premium. Later, they discuss the NCAA's new proposal to allow student athletes to profit off their image.

18 MIN2019 OCT 31
Comments
Will Tiffany accept LVMH's proposal?

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&A.

18 MIN2019 OCT 3
Comments
WE failed (September 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 be signalling imminent recession, but all of the large retailers are reporting strong earnings (lead by Target, with their stock up ~25% this month) and continued consumer strength. Why the divergence?Then, continuing on the retail theme, the team discusses the ongoing craziness at Overstock and Tesla.

22 MIN2019 AUG 30
Comments
Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

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) unique secondary offering and the strange story of a fire that took down a small town bank fraud (https://bit.ly/2SQW3yC).

23 MIN2019 JUL 31
Comments
July 2019: Has Chewy Bubbled Beyond Pets.com?

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 about the Sprint / T-Mobile deal as it (apparently) nears DOJ approval.

22 MIN2019 JUN 28
Comments
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

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 Point would like Centene to do a market check before going through with the deal. Then the conversation turns to Occidental's (OXY) bid for Anadarko (APC), a deal Carl Icahn thinks is "hugely overpriced."Finally, the conversation turns briefly to Jeopardy!

25 MIN2019 MAY 31
Comments
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

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

The things and ideas that intrigued the Rangeley team the most in April, including Anadarko's bidding war.

21 MIN2019 APR 30
Comments
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

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

The things and ideas that intrigued the Rangeley team the most in March, including a discussion of the effectiveness of waiting till there's blood in the streets to buy.

26 MIN2019 MAR 28
Comments
March 2019: Should we be sitting on our hands more?

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 next for the two companies.

17 MIN2018 JUL 18
Comments
Papa John's loses its Papa and Elon's Twitter Tirade

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 likely go from here. Later, they discuss the most recent changes for the Starwood credit card as Marriott looks to overhaul their loyalty program in the wake of their merger.

16 MIN2018 JUL 12
Comments
Trump's Looming Trade War

Latest Episodes

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) getting bought out for a mammoth 61% premium. Later, they discuss the NCAA's new proposal to allow student athletes to profit off their image.

18 MIN2019 OCT 31
Comments
Will Tiffany accept LVMH's proposal?

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&A.

18 MIN2019 OCT 3
Comments
WE failed (September 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 be signalling imminent recession, but all of the large retailers are reporting strong earnings (lead by Target, with their stock up ~25% this month) and continued consumer strength. Why the divergence?Then, continuing on the retail theme, the team discusses the ongoing craziness at Overstock and Tesla.

22 MIN2019 AUG 30
Comments
Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

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) unique secondary offering and the strange story of a fire that took down a small town bank fraud (https://bit.ly/2SQW3yC).

23 MIN2019 JUL 31
Comments
July 2019: Has Chewy Bubbled Beyond Pets.com?

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 about the Sprint / T-Mobile deal as it (apparently) nears DOJ approval.

22 MIN2019 JUN 28
Comments
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

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 Point would like Centene to do a market check before going through with the deal. Then the conversation turns to Occidental's (OXY) bid for Anadarko (APC), a deal Carl Icahn thinks is "hugely overpriced."Finally, the conversation turns briefly to Jeopardy!

25 MIN2019 MAY 31
Comments
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

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

The things and ideas that intrigued the Rangeley team the most in April, including Anadarko's bidding war.

21 MIN2019 APR 30
Comments
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

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

The things and ideas that intrigued the Rangeley team the most in March, including a discussion of the effectiveness of waiting till there's blood in the streets to buy.

26 MIN2019 MAR 28
Comments
March 2019: Should we be sitting on our hands more?

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 next for the two companies.

17 MIN2018 JUL 18
Comments
Papa John's loses its Papa and Elon's Twitter Tirade

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 likely go from here. Later, they discuss the most recent changes for the Starwood credit card as Marriott looks to overhaul their loyalty program in the wake of their merger.

16 MIN2018 JUL 12
Comments
Trump's Looming Trade War
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