Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, wonder if George Zimmer likes the look of a Tailored Brands (TLRD) takeover, talk about a big break for golfer Phil Mickelson, and discuss the investigation into Senator Corker's favorite trading vehicle, CBL & Associates (CBL).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Bayer's (BAYRY) big for Monsanto (MON) and then the over the top rumors about Church and Dwight's (CHD) potential acquisition.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Warren Buffett's recent moves, including Berkshire's (BRK) investment in Apple (AAPL) and providing financing for a bid for Yahoo (YHOO).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the fall out from Office Depot (ODP) and Staples (SPLS) breaking up and then turn their eyes to huge sell off in the retail sector in the wake of Macy's (M) weak earnings. Amazon's (AMZN) influence runs through both topics.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a way to buy the Atlanta Braves through their new tracking stock (BATRA, BATRK, BATRB) and what the stock might be worth. They then turn their attention to an upcoming change in the way indexes are calculated that could result in a tailwind for the entire REIT sector.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent issues at Lending Club (LC) and then turn to JAB's acquisition of Krispy Kreme (KKD).

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).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their takeaways from Berkshire Hathaway's (BRK) annual meeting. Then, they discuss an investment in Seritage (SRG) Warren Buffett made in his PA that shows he's still got it. They wrap up by providing updates on two deal previously mentioned: the failed Baker Hughes (BHI) / Halliburton (HAL) merger and the Apollo (APOL) buyout.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss ways to prepare for a market decline and then their expectations for Berkshire Hathaway's annual meeting this weekend.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Gannett's (GCI) bear hug offer for Tribune Publishing (TPUB), and then turn to the regional banking world to discuss the outlook for activism and consolidation at Comerica (CMA) and Zions (ZION).