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Rangeley Capital Podcast

Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

Recent Episodes

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