Rangeley Capital Podcast

Rangeley Capital Podcast
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A discussion between two of Rangeley Capital's Portfolio Managers

  1. 31/10/2019

    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.

    19min

  2. 03/10/2019

    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.

    19min

  3. 30/08/2019

    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 ~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.

    23min

  4. 31/07/2019

    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).

    23min

  5. 28/06/2019

    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.

    22min

  6. 31/05/2019

    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!

    25min

  7. 30/04/2019

    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

    22min

  8. 28/03/2019

    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 ‎

    26min
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Sobre

A discussion between two of Rangeley Capital's Portfolio Managers

Informações

  • Criado por
    Rangeley Capital Podcast
  • Anos de atividade
    2015 - 2019
  • Episódios
    176
  • Classificação
    Livre
  • Copyright
    © 2023 Rangeley Capital Podcast
  • Site do podcast
    Rangeley Capital Podcast