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...

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

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 ...

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 fra...

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.