Is IBM's value deceptive?
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss ways to detect deception and analysis IBM's Q4 earnings call.
18m Jan 27, 2016
18m
Blame Justin Bieber
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss a better way to buy Time Warner and a company who blamed Justin Bieber for their poor performance.
18m Jan 26, 2016
18m
How to profit from Mr. Market's fear
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss different ways to take advantage of the recent sell off and Mr. Market's elevated fear levels.
16m Jan 20, 2016
16m
Fondul's discount, Akorn's Accounting, and Closed End Funds
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Fondul's large discount to NAV, what's happening with Akorn, and closed end funds in general
18m Jan 20, 2016
18m
Buffett likes Berkshire; should you?
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Berkshire Hathaway as it approaches Warren Buffett's 1.2x share repurchase level.
16m Jan 13, 2016
16m
3 Ideas Never Before Seen (Together)
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Constant Contact's merger, a potential acquisition of Del Frisco's, and David Bowie's Bowie Bonds.
17m Jan 11, 2016
17m
Did Baxter Hit the Powerball with Shire/Baxalta?
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss the merger of Baxalta and Shire, and how to increase your odds of winning the lottery.
16m Jan 08, 2016
16m
Is it time to panic?
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, ask if now is the time to panic given the rocky start in equity markets. Then they discuss why early rumors are so close to final deal prices.
17m Jan 06, 2016
17m
Going Dark, 3M's "bullying", and Donald Trump
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Kansas City Life after going dark, 3M "bullying" a tiny competitor, and an update on Donald Trump's Presidential chances.
16m Jan 06, 2016
16m
How to Win a Stock Picking Competition
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss the best strategy for winning a stock picking competition, how to take advantage of the Christmas Hangover, and if investors should buy Disney on the heels of Star Wars’ box office success.
17m Dec 31, 2015
17m
Off with the CEO's Head
Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth Jr., talk about Valeant’s CEO medical leave, Constant Contact’s SEC subpoena, and the most interesting opportunities heading into 2016.
15m Dec 29, 2015
15m
Fed Watch
Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss this month's fed meeting, the potential for an interest rate hike and where they are finding opportunities in a rising rate world.
16m Dec 16, 2015
16m
The Coming Credit Collapse?
Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss Third Avenue Management's liquidity problems and the challenges facing the high yield bond market.
17m Dec 11, 2015
17m
Cutting Dividends Can Pay Dividends
Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss how dividend investors can avoid making big mistakes with Kinder Morgan (KMI).
16m Dec 10, 2015
16m
David vs. Goliath
Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss Malcolm Gladwell's 2009 article, How David Beats Goliath, and how the concepts can help investors find an edge in the capital markets.
20m Dec 06, 2015
20m
Top pick for 2016
Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss their top pick for Rangeley's Annual Best Investment Idea.
16m Dec 03, 2015
16m
Hidden Gold in Utah
Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss where to find gold in Utah, how to protect against real world tail risks and where markets are being gluttonous this holiday season.
16m Nov 25, 2015
16m
Licensing and highly regulated industries
Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss licensing for professionals, and the challenges of investing in highly regulated industries.
17m Nov 23, 2015
17m
A 105% Dividend Yield?
Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss a senator’s day trading and a stock with a 105% dividend yield.
16m Nov 19, 2015
16m
Mutual Conversions
Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss how to invest in mutual bank conversions and the possibility of a buyout of Ocean Shore.
16m Nov 13, 2015
16m
Diamonds are forever
Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, ponder if diamonds are forever and ask how to value something if it can't be bought or sold.
16m Nov 06, 2015
16m
Trick or Treat with Media General
Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, discuss a hedge fund that will invest in anything, talk about Media General, and have a special Halloween themed question of the day.
16m Oct 30, 2015
16m
Gore and Blood and First Niagara
Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, discuss Al Gore's Investment Partnership, the chances First Niagara bank is up for sale, and if Donald Trump could be our next President.
17m Oct 25, 2015
17m