Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, provide an update on Yahoo's (YHOO) sale process as it looks increasingly likely Verizon (VZ) buys the company. Then, they provide an overview on financial fraud and how to spot it.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, ask if breaking up the banks could create value for shareholders, discuss a proposal for Facebook to stop Trump, and give some updated thoughts on the primaries heading into the New York results tonight.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Netflix's recent price increase, a potential Netflix / Disney merger, and activism at Depomed.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Pfizer / Allergan merger breaking, the DoJ suing to stop the Halliburton / Baker Hughes merger, and how David Tepper moving could impact the state of New Jersey.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Donald Trump's call to sell stocks, the Virgin / Alaska merger, and Sunedison's pending bankruptcy.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, wrap up the Starwood / Marriott drama and then discuss Tesla's Model 3. Finally, they discuss the best April Fool's jokes of this year, including Netflix, Opentable, and Google's, and then the impact of Tesla's epic Model W joke.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the battle for Sumner Redstone's media empire, including CBS and Viacom. They then turn to a recent retirement at the FTV and how that could impact several healthcare deals, including Walgreen's deal to buy Rite-Aid.For the Vanity Fair article mentioned, see: http://www.vanityfair.com/news/2016/03/sumner-redstone-legal-battle-final-days

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, dive into the Apollo Global (APOL) buyout agreement and why it's trading at a 20%+ spread to its deal price. Later, they talk about Thermo Fisher (TMO) averting a bidding war for Affymetrix (AFFX).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Amazon's attempt to buy take on Fedex and UPS by leasing planes from Air Transport Services, the Staples / Office Depot merger and how Amazon can help the merger get across the finish line, and continued activism at Shutterfly leading to the company hiring Amazon's UK Managing Director.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about Anbang's attempt to break up the Starwood / Marriott marriage and then some potentially devastating news for MLP investors.