Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss General Electric's (GE) CEO change and how regulatory uncertainty is holding up M&A activity.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a wild month for Uber, including their ongoing lawsuit with Google (GOOGL).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is properly pricing in political risk in today's crazy world.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss AT&T’s (T) failed effort to buy Straight Path (STRP) after Verizon’s (VZ) topping bid. Then theyturn to Snap’s (SNAP) first quarter as a public company.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Berkshire's (BRK) annual meeting; then, they turn the Wall Street Journal article "How a hedge fund ace chased Silicon Valley Riches and embarrassed himself."

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla's (TSLA) "S-3-X-Y" issues; then, they turn to socially responsible investing ETFs.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss "premium pricing" from Intel (INTC) paying up for their Cloudera stake and Nintendo shipping Switch consoles by plane.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Weight Watchers (WTW) complex relationship with spokeswoman / board member Oprah Winfrey; then, they talk about the incredible rise and fall of Dryships (DRYS) stock.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a "vaguely threatening" letter that got Arconic's (ARNC) CEO fired; then, they discuss why the tobacco industry is "rolling in money".

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) potential acquisition targets from Comcast (CMCSA) to CBS (CBS) and Disney (DIS); then, they turn to Microsoft’s (MSFT) Steve Ballmer’s latest project.