Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, catch up on Yahoo's (YHOO) core business auction as final bid day approaches, and then discuss why Warren Buffett and Berkshire (BRK) are providing financing for Dan Gilbert's bid.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss opportunities in the media sector in the wake of the Starz (STRZA) / Lions Gate (LGF) merger and then discuss Mondelez's (MDLZ) bid for Hershey (HSY).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss opportunities created by the Russell 3000 reconstitution, including Zedge (ZDGE) and Chemung Financial (CHMG), and then turn to Bitcoin's potential as a safe haven.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the fall out from the Brexit and some potential opportunities in its wake, including EMC and Rite Aid (RAD). They then turn their attention to Tesla (TSLA) proposed acquisition of SolarCity (SCTY).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Janus' (JNS) fat ETF (SLIM) and why investors in it might be overweight some hidden risks. They wrap up with their thoughts on the Brexit.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Microsoft (MSFT) purchase of LinkedIn (LNKD) and the prospects for a Twitter (TWTR) acquisition.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent wave of M&A in the cloud computing space, including Salesforce's (CRM) purchase of Demandware (DWRE), buyouts for Qlik and Marketo (MKTO), and activism at Infoblox (BLOX). Then, they discuss potential opportunity in the Great Plains (GXP) / Westar (WR) merger.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, provide an update on Gannett's (GCI) bid for Tribune (TPUB) and some novel defense strategies at TPUB, including a potential name change to Tronc. Then, they provide some updated thoughts on the coming Clinton / Trump showdown.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss some bad news for Warren Buffett and Berkshire Hathaway (BRK) shareholders. Then, they turn their eyes to what companies Buffett could look to buy next, including Coke (KO), Kraft Heinz (KHC), and Hershey (HSY).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Ares (ARES) deal to buy American Capital (ACAS) and then dive into the big month in healthcare mergers, including Icahn's new stake in Allergan (AGN) and a bit more on the Medivation (MDVN) bidding war.