Rangeley Capital Podcast
Rangeley Capital Podcast
A discussion between two of Rangeley Capital's Portfolio Managers
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Episodes
Will Tiffany accept LVMH's proposal?
October 31, 2019
WE failed (September 2019)
October 03, 2019
Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019
August 30, 2019
July 2019: Has Chewy Bubbled Beyond Pets.com?
July 31, 2019
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
June 27, 2019
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
May 31, 2019
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
April 30, 2019
March 2019: Should we be sitting on our hands more?
March 28, 2019
Papa John's loses its Papa and Elon's Twitter Tirade
July 17, 2018
Trump's Looming Trade War
July 11, 2018
Dude, you're getting a (heavily discounted) Dell
July 05, 2018
Who will catch Fox: Disney or Comcast?
June 28, 2018
Jain & Abel- who will succeed Buffett at Berkshire?
January 10, 2018
What does 2018 hold for Buffett and Berkshire?
December 20, 2017
Why is Disney Fox Hunting?
December 08, 2017
The Department of Justice takes on AT&T and Time Warner
November 22, 2017
Amazon's Insane Investment and Celebrity ICOs
November 14, 2017
Morningstar's mirage and GE's kitchen sink quarter
October 27, 2017
Peltz proxies Proctor and Netflix's spending binge
October 18, 2017
Kroger is convenient no more
October 11, 2017
Tesla disappoints while Buffett keeps on trucking
October 04, 2017
Turmoil at Equifax; London gives Uber the Boot
September 26, 2017
Toys"R"Us Bankruptcy and Bank M&A
September 21, 2017
Where will Amazon go? Where has telecom M&A gone?
September 12, 2017
Will Foxconn, Apple's Largest Supplier, Build a U.S. Plant?
July 24, 2017
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