An Easy Money Idea Blows Up
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss bad ideas, including a plot to bomb Target (TGT) stores to buy their stock at a discount.
17m Feb 23, 2017
17m
Unilever Finds Kraft Revolting
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Kraft Heinz's (KHC) failed deal for Unilever (UL) / (UN) and wonder what's next for the two companies. Then, they discuss the Catalyst Fund.
19m Feb 22, 2017
19m
Warren Buffett's New Picks
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs and Warren Buffett's Berkshire Hathaway's (BRK) newest picks in Apple (AAPL), airlines, and Monsanto (MON). Then, they discuss Restaurant Brands' (QSR) next target.
17m Feb 15, 2017
17m
Dead End - No Way Out for Sears and Malls
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, use Valentine's Day as a way to discuss commitment in the form of tenured professors and mall leases with department stores like Sears (SHLD).
19m Feb 14, 2017
19m
Verizon's Data Death March
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) move back to unlimited data plans to keep up with Sprint (S) and T-Mobile (TMUS); then, they talk about New York City's ballooning budget.
18m Feb 13, 2017
18m
Time for Amazon to Get Physical?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Audi's Super Bowl ad; then, they talk about rumors that a buyer might step in to rescue Macy's (M), including a wild rumor that Amazon (AMZN) might be their white knight.
17m Feb 08, 2017
17m
Can Disney Find Its Prince?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss rumors Disney's (DIS) CEO Bob Iger might be sticking around past 2018. Then, they talk about the diverging fortunes of Hasbro (HAS) and Mattel (MAT).
17m Feb 06, 2017
17m
Bullish Buffett versus Bearish Billionaires
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a few billionaires who are turning bearish as the Trump administration advances its agenda. One billionaire who's decidedly not bearish? Berkshire's (BRK) Warren Buffett, who has bought $12B of stock since the election.
17m Feb 02, 2017
17m
Cisco's IPO Killer
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Cisco (CSCO) snapping up AppDynamics hours before their IPO; then, they turn to the $81m Hamilton ticket Ponzi Scheme.
17m Feb 01, 2017
17m
Is Anyone Safe From Amazon?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Amazon's (AMZN) moves in auto parts and shipping; then, they discuss Snapchat's pending IPO.
20m Jan 25, 2017
20m
Warren Buffett Versus Carl Icahn
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK.A; BRK.B) reinsurance deal with insurance giant AIG (AIG). Then, they talk about Buffett's approval of Trump's Cabinet picks and Buffett's (correct) suggestion not to pay too much head to Carl Icahn's bearish calls (IEP).
15m Jan 23, 2017
15m
Trump’s Tweets: Who Loves Them and Who Hates Them
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, spend inauguration day talking about two of President Trump's favorite things: jobs and Twitter (TWTR).
18m Jan 20, 2017
18m
Madoff Corners Hot Chocolate Market
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss catch up with Bernie Madoff and his Swiss Miss corner. Then they discuss the strange final days of the Obama administration, including the last minute FTC suit against Qualcomm (QCOM) and its potential to derail their merger with NXP Semiconductors (NXPI).
18m Jan 18, 2017
18m
Elon Musk’s Yuuge Bet in Nevada
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Tesla (TSLA) Gigafactory and their big new hire poached from Apple (AAPL). Then, they turn to the latest memo from Oaktree's (OAK) Chairman Howard Marks.
18m Jan 12, 2017
18m
The Ultimate Evil Corporation Of All Time
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Verizon (VZ)-Comcast (CMCSA) deal contemplated by T-Mobile (TMUS) CEO John Legere as well as his other 2017 predictions. Then they turn to the one million US jobs pledged by Alibaba (BABA) CEO Jack Ma to Donald Trump.
17m Jan 09, 2017
17m
Warren Buffett's Reverse Yankee
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett pulling a "reverse yankee" at Berkshire Hathaway (BRK); then, they discuss an awful start to the year for retailers like Sears (SHLD), Macy's (M), and Kohl's (KSS).
19m Jan 05, 2017
19m
Apple's Billion Dollar Bet
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Apple's (AAPL) billion dollar investment into Softbank's (SFTBY) $100B Vision Fund. Then, they turn to the "vile and amazing" Jack in the Box (JACK) taco.
17m Jan 04, 2017
17m
Will Warren Buffett buy Coke?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their predictions for 2017, including if Warren Buffett's Berkshire Hathaway (BRK) will buy Coke (KO), if Sprint (S) and T-Mobile (TMUS) will merge, the odds of Rite-Aid (RAD) and Alere (ALR) closing their mergers, and the ban on porn in South Carolina.
20m Dec 21, 2016
20m
Christmas Favorites
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their favorite tweets, books, and gifts of the year before concluding with their thoughts on the "white lie" of Santa.
17m Dec 20, 2016
17m
Will Verizon Dump Yahoo!?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) star-crossed acquisition of Yahoo! (YHOO) in the wake of another security breach. Then, they turn to the TSA in anticipation of holiday travel.
17m Dec 19, 2016
17m
What's Next For Exxon?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump nominating Exxon (XOM) CEO Rex Tillerson for Secretary of State; then, they discuss Senator Liz Warren's attack on hedge fund manager Whitney Tilson.
17m Dec 13, 2016
17m
Can Under Armour Catch Nike?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Under Armour's (UA) new deal with the MLB and their complex share class restructuring. Then, they look at wasteful spending at the Pentagon and on Air Force One.
18m Dec 06, 2016
18m
Happy Repeal Day
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, celebrate Repeal Day with a discussion of beverage companies, including Anheuser-Busch InBev (BUD), and then move on to a discussion of cross-border M&A.
19m Dec 05, 2016
19m
Is Tesla a Zero?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla (TSLA) and the future of driving cars in the wake of the Solarcity (SCTY) deal close. Then, they turn their attention to Cuba (CUBA).
18m Dec 01, 2016
18m
Facebook's Real and Fake News
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Facebook's (FB) first buyback and their issues with fake news. Then they switch from capitalism to socialism and talk about Venezuela.
19m Nov 21, 2016
19m
DryShips Sinks
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss DryShips (DRYS) amazing rise and fall in the wake of Donald Trump's election. Then, they turn to a curious quote by Lowe's (LOW) CEO after a poor earnings report.
16m Nov 17, 2016
16m
Warren Buffett's Newest Picks
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss this quarter's 13-Fs, including Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) buying the airlines while selling Walmart (WMT). Then, they discuss labor unions introducing the "Work It" app to unionize Walmart's workforce.
17m Nov 15, 2016
17m
3 Trump Era Picks
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump's historic win, how they (and the polls!) could've missed it by so much, and investing opportunities in his administration.
18m Nov 09, 2016
18m
L Brands Used To Be Hot
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Valeant's (VRX) legal woes and non-core sales. Then, they take a close look at L Brands (LB) before turning to the election odds.
20m Nov 02, 2016
20m
Does Time Warner Need Apple or Does Goldman?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Goldman Sachs (GS) "freaking out" trying to get Apple (AAPL) to top AT&T's (T) bid for Time Warner (TWX). Then, they discuss General Electric's (GE) deal with Baker Hughes (BHI).
18m Nov 01, 2016
18m
Megyn Kelly's Millions and the North Dakota Crash
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Megyn Kelly's contract negotiations with Fox News (FOXA) and the potential for Trump TV. Then, they turn to the North Dakota crash conspiracy.
16m Oct 27, 2016
16m
AT&T and Time Warner’s Game of Thrones
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the AT&T (T) mega-merger with Time Warner (TWX). Then, they discuss the new excuse for companies reporting weak earnings: political uncertainty.
19m Oct 25, 2016
19m
Salesforce's Secret M&A Plans Revealed
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the leak of Salesforce's (CRM) board documents discussing potential M&A targets. Then, they turn to some recent controversy surrounding Peter Thiel's donation to Donald Trump's campaign and funding lawsuits against Gawker Media.
20m Oct 20, 2016
20m
Attention Walmart Shoppers
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Walmart's (WMT) recent crime problems and efforts to improve by raising wages. Then, they look at YUM Brands (YUM) pending spinoff of their Chinese unit and what could come next for the company.
17m Oct 18, 2016
17m
Google-YouTube at 10
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's ($GOOG) ($GOOGL) recent acquisition of FameBit and reflect on the YouTube acquisition on its 10 year anniversary. Then, they discuss the Hollywood Reporter's article "Panic, Anxiety Spark Rush to Build Luxury Bunkers for L.A.'s Superrich."
16m Oct 12, 2016
16m
Warren Buffett's Trade, Part II
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Mars buying out Berkshire's (BRK) stake in Wrigley and Donald Trump calling out Warren Buffett on taxes. Then, they discuss a failed promotion at Ruth Chris (RUTH) . Finally, they wrap up with some thoughts on Donald Trump's recent controversies.
19m Oct 10, 2016
19m
Sour Grapes from Salesforce to Harvard
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Salesforce.com's (CRM) attempts to delay the Microsoft (MSFT) / LinkedIn (LNKD) merger by complaining to the EU; then, they discuss the Harvard Crimson Editorial Board's gloomy mood over their endowment's performance.
16m Oct 03, 2016
16m
Disney's Goofy Twitter Play
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give some updates on the Viacom (VIA) / CBS (CBS) rumored merger as well as the brewing bidding war for Twitter (TWTR), with bidders ranging from Disney (DIS) to Google (GOOG) and Salesforce (CRM). Then, they discuss the WSJ article "Why it takes more than money to buy a special edition Ferrari (RACE)."
17m Sep 28, 2016
17m
Pfizer Staying Together; Valeant Breaking Up
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Pfizer's (PFE) decision to stay together while Valeant (VRX) slowly looks to sell off non-core assets. Then, they discuss the recent Yahoo (YHOO) hack and what it means for their Verizon (VZ) deal.
17m Sep 27, 2016
17m
The Monster is in the Truck!
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss what's next for Viacom (VIA), including rumors of a potential reunion with CBS (CBS). Then, they wonder if Gray's (GTN) political ad warning has implications for the future of ad spending.
16m Sep 23, 2016
16m
Icahn v. Ackman
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the ongoing Bill Ackman / Carl Icahn feud over Herbalife (HLF). Then, they discuss the rational behind the massive premiums Allergan (AGN) paid for Tobira (TBRA) and Vitae (VTAE).
17m Sep 21, 2016
17m
Will Warren Buffett Save Wells Fargo?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Wells Fargo's (WFC) account opening scandal and then ask if Warren Buffett will get involved given it's Berkshire's (BRK) 2nd largest holding. Then, they turn to the sugar industry dietary research funding scandal.
17m Sep 13, 2016
17m
A Portrait of Donald Trump
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest on-goings in the Tesla (TSLA) / SolarCity (SCTY) merger; then, they discuss the Washington Post article "How Donald Trump retooled his charity to spend other people's money."
20m Sep 12, 2016
20m
Twitter's takeover and Ackman's hunger for Chipotle
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, ask why Twitter (TWTR) is so often the subject of takeover rumors. Then, they discuss Bill Ackman's recent investment in Chipotle (CMG).
17m Sep 09, 2016
17m
Apple’s European Shakedown
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Apple's (AAPL) iPhone launch and their fight with the EU tax authorities. Then they discuss the results from "sell in May and go away" and where they're seeing opportunity in a complacent market.
16m Sep 06, 2016
16m
The For-Profit President?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent controversy over Mylan's (MYL) EpiPen, the "dinner with Trump" PAC scandal, and Trump's for profit campaign.
17m Aug 30, 2016
17m
13-F Watch: Buffett's Berkshire Buys Apple, Sells Walmart
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from "13-F watch", including Berkshire (BRK) buying Apple (AAPL) and selling Walmart (WMT). Then they discuss the battle for paper versus electronic mutual fund reports.
17m Aug 23, 2016
17m
The Mystery of Lululemon's Ghost Director
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the "ghost" controversy that lead to the resignation of Lululemon's (LULU) direct Rhoda Pitcher. Then they discuss the buyout of Mattress Firm (MFRM) and how it continues an awful year in the realm of short selling.
17m Aug 11, 2016
17m
Where are Warren Buffett's Financial Weapons of Mass Destruction?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Citigroup's (C) recent accumulation of financial derivatives, an instrument Berkshire's (BRK) Warren Buffett called "financials weapons of mass destruction". They then discuss Harvard's endowment and its recent struggles to hang onto talent.
17m Aug 08, 2016
17m
Bearish Billionaires and Tech Bubbles
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss tech's rise to the top of the market and then talk about why a group of billionaire investors have come out bearish on the market recently.
16m Aug 04, 2016
16m