Rangeley Capital Podcast
A discussion between two of Rangeley Capital's Portfolio Managers
Rangeley Capital Podcast
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
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Rangeley Capital Podcast
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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!