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Rangeley Capital Podcast


A discussion between two of Rangeley Capital's Portfolio Managers

Popular episodes

Will Tiffany accept LVMH's proposal?

Oct 31 • 18:40

WE failed (September 2019)

Oct 3 • 18:56

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

Aug 30 • 22:34

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 discus...

July 2019: Has Chewy Bubbled Beyond

Jul 31 • 23:00

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

Jun 28 • 22:22

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

May 31 • 25:20

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 conversat...

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

Apr 30 • 21:52

March 2019: Should we be sitting on our hands more?

Mar 28 • 26:14

Papa John's loses its Papa and Elon's Twitter Tirade

Jul 18 • 17:44

Trump's Looming Trade War

Jul 12 • 16:12

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