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Can Comcast take on Disney?
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential bidding war for Medivation (MDVN) after recieving competing offers from Pfizer (PFE) and Sanofi (SNY). Then, they turn to Comcast (CMCSA) and discuss how their merger with Dreamworks (DWA) will position them as a Disney (DIS) clone. Finally, they discuss that Abbott (ABT) mega-merger with St. Jude (STJ).
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By Rangeley Capital PodcastRangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential bidding war for Medivation (MDVN) after recieving competing offers from Pfizer (PFE) and Sanofi (SNY). Then, they turn to Comcast (CMCSA) and discuss how their merger with Dreamworks (DWA) will position them as a Disney (DIS) clone. Finally, they discuss that Abbott (ABT) mega-merger with St. Jude (STJ).