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Rangeley Capital Podcast

Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

  • 18 minutes 40 seconds
    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.

    31 October 2019, 10:00 am
  • 18 minutes 56 seconds
    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.

    3 October 2019, 11:00 am
  • 22 minutes 34 seconds
    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. 

    30 August 2019, 12:00 pm
  • 23 minutes
    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).

    31 July 2019, 11:00 am
  • 22 minutes 22 seconds
    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.

    28 June 2019, 1:00 am
  • 25 minutes 20 seconds
    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!

    31 May 2019, 10:00 am
  • 21 minutes 52 seconds
    April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

    The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war and Blackstone's decision to convert to a C-Corp. 

    You can find all of the links and ideas discussed in more depth here:
    http://yetanothervalueblog.com/2019/04/some-things-and-ideas-april-2019.html

    30 April 2019, 12:00 pm
  • 26 minutes 14 seconds
    March 2019: Should we be sitting on our hands more?

    The Rangeley Team discusses the things and ideas that intrigued them the most in March. You can find all of the links and ideas discussed in more depth here:

    http://yetanothervalueblog.com/2019/03/some-things-and-ideas-march-2019.html ‎

    28 March 2019, 4:00 am
  • 17 minutes 44 seconds
    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.
    18 July 2018, 1:40 am
  • 16 minutes 12 seconds
    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.
    12 July 2018, 3:16 am
  • 14 minutes 58 seconds
    Dude, you're getting a (heavily discounted) Dell
    Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?
    6 July 2018, 2:01 am
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