Episodes
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give their take on Goldman's recent bearish call on a stock market hitting record highs; then, they discuss rumors Foxconn, Apple's (AAPL) largest supplier, is preparing to build a new plant in Wisconsin.
Published 07/24/17
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.
Published 07/21/17
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.
Published 07/11/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's Berkshire Hathaway's (BRK.A/BRK.B) Bank of America (BAC) investment as well as quirky ways TV ratings are manipulated.
Published 07/06/17
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).
Published 06/26/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Amazon's (AMZN) deal to buy Whole Foods (WFM) and the regulatory future for tech giants like Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Facebook (FB).
Published 06/21/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Electric's (GE) CEO change and how regulatory uncertainty is holding up M&A activity.
Published 06/12/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with Google (GOOGL).
Published 05/24/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is properly pricing in political risk in today's crazy world.
Published 05/17/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss AT&T’s (T) failed effort to buy Straight Path (STRP) after Verizon’s (VZ) topping bid. Then theyturn to Snap’s (SNAP) first quarter as a public company.
Published 05/11/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK) annual meeting; then, they turn the Wall Street Journal article "How a hedge fund ace chased Silicon Valley Riches and embarrassed himself."
Published 05/09/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla's (TSLA) "S-3-X-Y" issues; then, they turn to socially responsible investing ETFs.
Published 05/04/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss "premium pricing" from Intel (INTC) paying up for their Cloudera stake and Nintendo shipping Switch consoles by plane.
Published 05/01/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Weight Watchers (WTW) complex relationship with spokeswoman / board member Oprah Winfrey; then, they talk about the incredible rise and fall of Dryships (DRYS) stock.
Published 04/28/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a "vaguely threatening" letter that got Arconic's (ARNC) CEO fired; then, they discuss why the tobacco industry is "rolling in money".
Published 04/24/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) potential acquisition targets from Comcast (CMCSA) to CBS (CBS) and Disney (DIS); then, they turn to Microsoft’s (MSFT) Steve Ballmer’s latest project.
Published 04/19/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the end of the bidding war for MoneyGram (MGI) and the recut Abbott (ABT) deal for Alere (ALR).
Published 04/17/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Jeff Bezos's Amazon (AMZN) shareholder letter; then, they discuss activism at Whole Foods (WFM) and the rumors Amazon considered a bid for Whole Foods.
Published 04/12/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest fall out from the Wells Fargo (WFC) account opening scandal; then, they wonder if a search for a new CEO could open the door for a sale at Mondelez (MDLZ).
Published 04/10/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Fed's Lacker leak; then, they turn to late night infomercial juggernaut Ronco Brands' (known for the Veg-O-Matic) attempt to IPO.
Published 04/05/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss David Einhorn's proposal for General Motors (GM); then, they turn to issues with the Prince estate.
Published 03/29/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's big week and bold claims for Tesla (TSLA).
Published 03/28/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Costco suing Titleist over golf-ball patents; then, they turn to cheating in eSports.
Published 03/23/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's (GOOGL) issue with fake news advertising; then, they discuss skinny bundles squeezing superfluous TV channels.
Published 03/21/17
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to canine rentals.
Published 03/16/17