Rangeley Capital Podcast
1) 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 ne...Show More
2) 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.
3) 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 ...Show More
4) 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 strang...Show More
5) 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 (apparentl...Show More
6) 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 ch...Show More
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
25:20 | May 31st, 2019
7) 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...Show More
8) 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...Show More
9) Papa John's loses its Papa and Elon's Twitter Tirade
Both Tesla's (TSLA) Elon Musk and Papa John's (PZZA) Papa are facing huge blow back from some shocking statements. Chris and Andrew discuss what's next for the two companies.
10) Trump's Looming Trade War
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...Show More