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A discussion between two of Rangeley Capital's Portfolio Managers

Rangeley Capital Podcast Rangeley Capital Podcast

    • Investering
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A discussion between two of Rangeley Capital's Portfolio Managers

    Will Tiffany accept LVMH's proposal?

    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...

    • 18 min
    WE failed (September 2019)

    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.

    • 18 min
    Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

    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...

    • 22 min
    July 2019: Has Chewy Bubbled Beyond Pets.com?

    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...

    • 23 min
    June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

    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.

    • 22 min
    May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

    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...

    • 25 min

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