Rangeley Capital Podcast

Rangeley Capital Podcast

By Rangeley Capital PodcastBusinessInvesting
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Rangeley Capital Podcast episodes

  • MoneyGram gets a bump
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the end of the bidding war for MoneyGram (MGI) and the recut Abbott (ABT) deal for Alere (ALR).
    17 min
  • Still Day One at Amazon
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Jeff Bezos's Amazon (AMZN) shareholder letter; then, they discuss activism at Whole Foods (WFM) and the rumors Amazon considered a bid for Whole Foods.
    18 min
  • Déjà vu at Wells Fargo and Mondelez
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, talk about the latest fall out from the Wells Fargo (WFC) account opening scandal; then, they wonder if a search for a new CEO could open the door for a sale at Mondelez (MDLZ).
    17 min
  • But wait... there's more!
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the Fed's Lacker leak; then, they turn to late night infomercial juggernaut Ronco Brands' (known for the Veg-O-Matic) attempt to IPO.
    15 min
  • Google vs. Fake News
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's (GOOGL) issue with fake news advertising; then, they discuss skinny bundles squeezing superfluous TV channels.
    18 min
  • Mobileye Drives Massive Premium
    Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Intel's (INTC) big deal to buy Mobileye (MBLY); then, then discuss Logan's box office success.
    19 min

About Rangeley Capital Podcast

From the publisher's feed

A discussion between two of Rangeley Capital's Portfolio Managers