Rangeley Capital Podcast

A discussion between two of Rangeley Capital's Portfolio Managers

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Top 10 Rangeley Capital Podcast Episodes

Goodpods has curated a list of the 10 best Rangeley Capital Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Rangeley Capital Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Rangeley Capital Podcast episode by adding your comments to the episode page.

April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

Rangeley Capital Podcast

04/30/19 • 21 min

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

Trump's Looming Trade War

Rangeley Capital Podcast

07/12/18 • 16 min

With the U.S. announcing $200B in tariffs, we appear headed for a trade war. The Rangeley Team discuss what's that means for markets and where we'll likely go from here. Later, they discuss the most recent changes for the Starwood credit card as Marriott looks to overhaul their loyalty program in the wake of their merger.

Dude, you're getting a (heavily discounted) Dell

Rangeley Capital Podcast

07/06/18 • 14 min

Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?

Who will catch Fox: Disney or Comcast?

Rangeley Capital Podcast

06/28/18 • 18 min

With Disney (DIS) receiving DOJ approval for their Fox (FOX) deal while Comcast (CMCSA) mulls coming back with a higher offer, one of the largest media deals and bidding wars in history is heating up. Chris and Andrew discuss why Comcast and Disney are so interested in Fox, what's likely to happen next, and who will ultimately catch the Fox.

What does 2018 hold for Buffett and Berkshire?

Rangeley Capital Podcast

12/20/17 • 18 min

After a relatively quiet 2017, Berkshire's elephant gun is fully loaded. Andrew and Chris discuss the most likely deals he'll be pursuing in 2018. And after two big deals in the food space, they discuss what's driving consolidation and who the most likely targets going forward are.

Amazon's Insane Investment and Celebrity ICOs

Rangeley Capital Podcast

11/14/17 • 15 min

Amazon buys the rights to the Lord of the Rings prequel show for a whopping $250m, a deal one industry observer called "insane." And the SEC comes out with a "forceful" statement saying celebrities who endorse stock sales and coin offerings without disclosing pay may be breaking the law.

Will Buffett and Malone "save" Sprint?

Rangeley Capital Podcast

07/21/17 • 16 min

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential equity investment in Sprint (S) from Warren Buffett's Berkshire Hathaway (BRK) and John Malone. Then, they check in one what Elon Musk is up to, including the potential to connect New York and D.C. with a hyperloop and Tesla (TSLA) ramping up Model 3 production.

Buffett Seizes Power

Rangeley Capital Podcast

07/11/17 • 17 min

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett and Berkshire Hathaway (BRK) firing a mini-elephant gun at Texas energy distribution giant Oncor. Later, they talk about a soft advertising season for the NFL as Pfizer's (PFE) Viagra stops advertising in the face of generic competition.

2 New Sweetheart Deals for Warren Buffett

Rangeley Capital Podcast

06/26/17 • 19 min

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss activism at Nestle (NSRGY); then, they turn two Warren Buffett's Berkshire Hathaway's (BRK) recent below market deals for Home Capital (HCG) and Store Capital (STOR).

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

Rangeley Capital Podcast

05/31/19 • 25 min

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!

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FAQ

How many episodes does Rangeley Capital Podcast have?

Rangeley Capital Podcast currently has 176 episodes available.

What topics does Rangeley Capital Podcast cover?

The podcast is about Investing, Podcasts and Business.

What is the most popular episode on Rangeley Capital Podcast?

The episode title 'WE failed (September 2019)' is the most popular.

What is the average episode length on Rangeley Capital Podcast?

The average episode length on Rangeley Capital Podcast is 18 minutes.

How often are episodes of Rangeley Capital Podcast released?

Episodes of Rangeley Capital Podcast are typically released every 4 days, 15 hours.

When was the first episode of Rangeley Capital Podcast?

The first episode of Rangeley Capital Podcast was released on Oct 25, 2015.

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Rangeley Capital Podcast