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Rangeley Capital Podcast episodes
- 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 new proposal to allow student athletes to profit off their image.
19 min - 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.
19 min - 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 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 discusses the ongoing craziness at Overstock and Tesla.23 min - 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 strange story of a fire that took down a small town bank fraud (https://bit.ly/2SQW3yC).
23 min - 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 (apparently) nears DOJ approval.
23 min - 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 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!26 min - 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 the links and ideas discussed in more depth here:
http://yetanothervalueblog.com/2019/04/some-things-and-ideas-april-2019.html22 min - 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-things-and-ideas-march-2019.html 27 min - Papa John's loses its Papa and Elon's Twitter TiradeBoth 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.18 min
- Trump's Looming Trade WarWith 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.17 min
About Rangeley Capital Podcast
From the publisher's feed
A discussion between two of Rangeley Capital's Portfolio Managers