Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the "ghost" controversy that lead to the resignation of Lululemon's (LULU) direct Rhoda Pitcher. Then they discuss the buyout of Mattress Firm (MFRM) and how it continues an awful year in the realm of short selling.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Citigroup's (C) recent accumulation of financial derivatives, an instrument Berkshire's (BRK) Warren Buffett called "financials weapons of mass destruction". They then discuss Harvard's endowment and its recent struggles to hang onto talent.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss tech's rise to the top of the market and then talk about why a group of billionaire investors have come out bearish on the market recently.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Oracle's (ORCL) deal to buy Netsuite (N) and then wonder how many shoes can drop at Alere (ALR) before Abbott (ABT) can run away.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire (BRK) CEO Warren Buffett and J.P. Morgan (JPM) Jamie Dimon's secret meeting to improve corporate governance, as well as some shocking new research that suggests CEO pay has a negative correlation to stock price performance.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Unilever's (UN) deal to buy Dollar Shave Club, and then discuss the long and short case for Chipotle (CMG) in the wake of their awful earnings report.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, have a movie themed podcast: first, they discuss the Netflix (NFLX) earnings "horror show", and then they discuss some deal drama in the proposed merger between AMC (AMC) and Carmike (CKEC).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Elon Musk's wild week, including his Tesla (TSLA) masterplan, an SEC investigation, and some selective disclosure questions. They wrap up by chatting a bit about the election and the upcoming Republican Convention.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss #primeday and what it means for Amazon (AMZN) shareholders, and then talk about the UFC's sale and its implications for WWE (WWE).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the #pokemongo craze, its broader investing implications, and if the game makes Nintendo an acquisition target.