Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, give some updates on the Viacom (VIA) / CBS (CBS) rumored merger as well as the brewing bidding war for Twitter (TWTR), with bidders ranging from Disney (DIS) to Google (GOOG) and Salesforce (CRM). Then, they discuss the WSJ article "Why it takes more than money to buy a special edition Ferrari (RACE)."

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Pfizer's (PFE) decision to stay together while Valeant (VRX) slowly looks to sell off non-core assets. Then, they discuss the recent Yahoo (YHOO) hack and what it means for their Verizon (VZ) deal.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss what's next for Viacom (VIA), including rumors of a potential reunion with CBS (CBS). Then, they wonder if Gray's (GTN) political ad warning has implications for the future of ad spending.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the ongoing Bill Ackman / Carl Icahn feud over Herbalife (HLF). Then, they discuss the rational behind the massive premiums Allergan (AGN) paid for Tobira (TBRA) and Vitae (VTAE).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Wells Fargo's (WFC) account opening scandal and then ask if Warren Buffett will get involved given it's Berkshire's (BRK) 2nd largest holding. Then, they turn to the sugar industry dietary research funding scandal.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest on-goings in the Tesla (TSLA) / SolarCity (SCTY) merger; then, they discuss the Washington Post article "How Donald Trump retooled his charity to spend other people's money."

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, ask why Twitter (TWTR) is so often the subject of takeover rumors. Then, they discuss Bill Ackman's recent investment in Chipotle (CMG).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Apple's (AAPL) iPhone launch and their fight with the EU tax authorities. Then they discuss the results from "sell in May and go away" and where they're seeing opportunity in a complacent market.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent controversy over Mylan's (MYL) EpiPen, the "dinner with Trump" PAC scandal, and Trump's for profit campaign.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from "13-F watch", including Berkshire (BRK) buying Apple (AAPL) and selling Walmart (WMT). Then they discuss the battle for paper versus electronic mutual fund reports.