Oracle's Larry Ellison Wants To Own It All
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Oracle's (ORCL) deal to buy Netsuite (N) and then wonder how many shoes can drop at Alere (ALR) before Abbott (ABT) can run away.
18m Jul 28, 2016
18m
Warren Buffett's Conspiracy to Save the World
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire (BRK) CEO Warren Buffett and J.P. Morgan (JPM) Jamie Dimon's secret meeting to improve corporate governance, as well as some shocking new research that suggests CEO pay has a negative correlation to stock price performance.
17m Jul 25, 2016
17m
Is Chipotle Recovering From Food Poisoning?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Unilever's (UN) deal to buy Dollar Shave Club, and then discuss the long and short case for Chipotle (CMG) in the wake of their awful earnings report.
20m Jul 22, 2016
20m
What's Good on Netflix?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, have a movie themed podcast: first, they discuss the Netflix (NFLX) earnings "horror show", and then they discuss some deal drama in the proposed merger between AMC (AMC) and Carmike (CKEC).
18m Jul 19, 2016
18m
What is Elon Musk's Top Secret Masterplan?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's wild week, including his Tesla (TSLA) masterplan, an SEC investigation, and some selective disclosure questions. They wrap up by chatting a bit about the election and the upcoming Republican Convention.
19m Jul 14, 2016
19m
Is This WWE Opportunity Real?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss #primeday and what it means for Amazon (AMZN) shareholders, and then talk about the UFC's sale and its implications for WWE (WWE).
20m Jul 12, 2016
20m
As Pokemon Takes Over the World, Who Will Take Over Nintendo?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the #pokemongo craze, its broader investing implications, and if the game makes Nintendo an acquisition target.
20m Jul 11, 2016
20m
Buffett's next deal?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, catch up on Yahoo's (YHOO) core business auction as final bid day approaches, and then discuss why Warren Buffett and Berkshire (BRK) are providing financing for Dan Gilbert's bid.
18m Jul 06, 2016
18m
Is Hershey's a Sweet Deal for Mondelez?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss opportunities in the media sector in the wake of the Starz (STRZA) / Lions Gate (LGF) merger and then discuss Mondelez's (MDLZ) bid for Hershey (HSY).
16m Jun 30, 2016
16m
Why is Bitcoin Up over 20% This Month?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss opportunities created by the Russell 3000 reconstitution, including Zedge (ZDGE) and Chemung Financial (CHMG), and then turn to Bitcoin's potential as a safe haven.
16m Jun 27, 2016
16m
Is Elon Musk's New Deal Nuts?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the fall out from the Brexit and some potential opportunities in its wake, including EMC and Rite Aid (RAD). They then turn their attention to Tesla (TSLA) proposed acquisition of SolarCity (SCTY).
17m Jun 24, 2016
17m
Your ETFs May Not Be What They Seem To Be
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Janus' (JNS) fat ETF (SLIM) and why investors in it might be overweight some hidden risks. They wrap up with their thoughts on the Brexit.
15m Jun 21, 2016
15m
After Microsoft-LinkedIn, Is Twitter Next?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Microsoft (MSFT) purchase of LinkedIn (LNKD) and the prospects for a Twitter (TWTR) acquisition.
17m Jun 14, 2016
17m
Big Opportunities in Cloud M&A Spree
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent wave of M&A in the cloud computing space, including Salesforce's (CRM) purchase of Demandware (DWRE), buyouts for Qlik and Marketo (MKTO), and activism at Infoblox (BLOX). Then, they discuss potential opportunity in the Great Plains (GXP) / Westar (WR) merger.
17m Jun 08, 2016
17m
From Trump to Tronc
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, provide an update on Gannett's (GCI) bid for Tribune (TPUB) and some novel defense strategies at TPUB, including a potential name change to Tronc. Then, they provide some updated thoughts on the coming Clinton / Trump showdown.
17m Jun 07, 2016
17m
Warren Buffett's Big Problem
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss some bad news for Warren Buffett and Berkshire Hathaway (BRK) shareholders. Then, they turn their eyes to what companies Buffett could look to buy next, including Coke (KO), Kraft Heinz (KHC), and Hershey (HSY).
18m Jun 01, 2016
18m
Icahn Strikes Again
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Ares (ARES) deal to buy American Capital (ACAS) and then dive into the big month in healthcare mergers, including Icahn's new stake in Allergan (AGN) and a bit more on the Medivation (MDVN) bidding war.
19m May 31, 2016
19m
Phil Mickelson Gets a Mulligan
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, wonder if George Zimmer likes the look of a Tailored Brands (TLRD) takeover, talk about a big break for golfer Phil Mickelson, and discuss the investigation into Senator Corker's favorite trading vehicle, CBL & Associates (CBL).
17m May 25, 2016
17m
Does Bayer need protection from Monsanto?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Bayer's (BAYRY) big for Monsanto (MON) and then the over the top rumors about Church and Dwight's (CHD) potential acquisition.
18m May 23, 2016
18m
Warren Buffett’s Bucket List – From Apple to Yahoo!
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's recent moves, including Berkshire's (BRK) investment in Apple (AAPL) and providing financing for a bid for Yahoo (YHOO).
19m May 18, 2016
19m
Jeff Bezos's Perfect Week
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the fall out from Office Depot (ODP) and Staples (SPLS) breaking up and then turn their eyes to huge sell off in the retail sector in the wake of Macy's (M) weak earnings. Amazon's (AMZN) influence runs through both topics.
16m May 13, 2016
16m
How to Own Your Own Professional Baseball Team
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a way to buy the Atlanta Braves through their new tracking stock (BATRA, BATRK, BATRB) and what the stock might be worth. They then turn their attention to an upcoming change in the way indexes are calculated that could result in a tailwind for the entire REIT sector.
17m May 11, 2016
17m
Sweet 25% Premium for Krispy Kreme
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent issues at Lending Club (LC) and then turn to JAB's acquisition of Krispy Kreme (KKD).
17m May 09, 2016
17m
Can Comcast take on Disney?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential bidding war for Medivation (MDVN) after recieving competing offers from Pfizer (PFE) and Sanofi (SNY). Then, they turn to Comcast (CMCSA) and discuss how their merger with Dreamworks (DWA) will position them as a Disney (DIS) clone. Finally, they discuss that Abbott (ABT) mega-merger with St. Jude (STJ).
16m May 04, 2016
16m
Does Warren Buffett still have it?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from Berkshire Hathaway's (BRK) annual meeting. Then, they discuss an investment in Seritage (SRG) Warren Buffett made in his PA that shows he's still got it. They wrap up by providing updates on two deal previously mentioned: the failed Baker Hughes (BHI) / Halliburton (HAL) merger and the Apollo (AP...
18m May 02, 2016
18m
Warren Buffett's 1,598,284% Gain is Just the Beginning
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss ways to prepare for a market decline and then their expectations for Berkshire Hathaway's annual meeting this weekend.
18m Apr 29, 2016
18m
Is now the time for regional bank consolidation?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Gannett's (GCI) bear hug offer for Tribune Publishing (TPUB), and then turn to the regional banking world to discuss the outlook for activism and consolidation at Comerica (CMA) and Zions (ZION).
17m Apr 26, 2016
17m
Yahoo's shotgun wedding
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, provide an update on Yahoo's (YHOO) sale process as it looks increasingly likely Verizon (VZ) buys the company. Then, they provide an overview on financial fraud and how to spot it.
19m Apr 22, 2016
19m
Can Facebook Stop Trump?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, ask if breaking up the banks could create value for shareholders, discuss a proposal for Facebook to stop Trump, and give some updated thoughts on the primaries heading into the New York results tonight.
19m Apr 19, 2016
19m
Is Netflix next for Disney?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Netflix's recent price increase, a potential Netflix / Disney merger, and activism at Depomed.
19m Apr 11, 2016
19m
Pfizer doesn't know how to make things happen
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Pfizer / Allergan merger breaking, the DoJ suing to stop the Halliburton / Baker Hughes merger, and how David Tepper moving could impact the state of New Jersey.
18m Apr 06, 2016
18m
Scavenging SunEdison’s Carcass
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Donald Trump's call to sell stocks, the Virgin / Alaska merger, and Sunedison's pending bankruptcy.
19m Apr 04, 2016
19m
A Tesla for the Masses... even in Jersey
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, wrap up the Starwood / Marriott drama and then discuss Tesla's Model 3. Finally, they discuss the best April Fool's jokes of this year, including Netflix, Opentable, and Google's, and then the impact of Tesla's epic Model W joke.
17m Apr 01, 2016
17m
The Battle Brewing for Sumner's Empire
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the battle for Sumner Redstone's media empire, including CBS and Viacom. They then turn to a recent retirement at the FTV and how that could impact several healthcare deals, including Walgreen's deal to buy Rite-Aid. For the Vanity Fair article mentioned, see: http://www.vanityfair.com/news/2016/03/sumner-redstone-l...
17m Mar 30, 2016
17m
Apollo's 20%+ spread looks enticing
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, dive into the Apollo Global (APOL) buyout agreement and why it's trading at a 20%+ spread to its deal price. Later, they talk about Thermo Fisher (TMO) averting a bidding war for Affymetrix (AFFX).
15m Mar 29, 2016
15m
Amazon takes flight
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Amazon's attempt to buy take on Fedex and UPS by leasing planes from Air Transport Services, the Staples / Office Depot merger and how Amazon can help the merger get across the finish line, and continued activism at Shutterfly leading to the company hiring Amazon's UK Managing Director.
16m Mar 17, 2016
16m
The Red Menace: China buys America?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Anbang's attempt to break up the Starwood / Marriott marriage and then some potentially devastating news for MLP investors.
16m Mar 15, 2016
16m
Bill Ackman's Picks From Valeant To Herbalife
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about BIll Ackman's recent portfolio woes and a way to buy the Pershing Square portfolio at a discount.
17m Mar 10, 2016
17m
Pfizer Knows How to Make Things Happen
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Pfizer / Allergan merger, Herbalife's data scripting error, and a bit more on the Sunedison / Vivint deal.
17m Mar 08, 2016
17m
Has the sun set on Sunedison's acquisition of Vivint Solar?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Sunedison, Terraform, and Vivint Solar in the wake of today's news that banks may not fund their merger. More on the banks balking: http://www.wsj.com/articles/sunedisons-takeover-of-vivint-solar-in-jeopardy-as-banks-balk-1456951636
16m Mar 02, 2016
16m
What can we learn from Buffett's 2016 Berkshire annual letter?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from Warren Buffett's 2016 Berkshire Annual Letter.
17m Mar 01, 2016
17m
Lessons from the man who broke Atlantic City
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Atlantic article "The Man Who Broke Atlantic City" and how to use similar strategies in investing.
17m Feb 26, 2016
17m
Is a Google / AIG mega-merger in the works?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a hypothetical Google / AIG mega-merger and what happens to CORR as their customers approach bankruptcy.
15m Feb 23, 2016
15m
Yahoo: worth more dead than alive?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss sum of the parts investing, buying Yahoo at discount, and some updated thoughts on Donald Trump.
16m Feb 19, 2016
16m
13-F Watch: Buffett buys Kinder Morgan?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss some takeaways from this quarter's 13-Fs, including Berkshire buying Kinder Morgan.
13m Feb 17, 2016
13m
First Trust's discounted dividend and 2 Apollo Buyouts
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss two Apollo buyouts (Apollo Education (APOL) and ADT (ADT)), as well as buying dividends at a discount through First Trust Dividend.
16m Feb 16, 2016
16m
Merger Arb basics with Green Mountain Coffee
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the basics of Merger Arbitrage using a current example (Green Mountain Coffee (GMCR)).
23m Feb 11, 2016
23m
3 Big Deals
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss 3 deals: Syngenta's deal with ChemChina, Starz potential for a future deal, and the Endurance / Constant Contact deal closing.
19m Feb 09, 2016
19m
Dell, EMC and a Free Tracking Stock
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss free give aways in the everyday life and in the Dell, EMC Mega merger.
20m Feb 05, 2016
20m
Is Apple Rotting?
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss all things square and flat from Apple to Iowa, as well as potential 20%+ annual returns from Hutchinson Technology.
17m Feb 02, 2016
17m