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).
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.
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).
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.
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss David Einhorn's proposal for General Motors (GM); then, they turn to issues with the Prince estate.
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Costco suing Titleist over golf-ball patents; then, they turn to cheating in eSports.
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.
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the absence of insider stock purchases. Then, they turn to canine rentals.
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
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A discussion between two of Rangeley Capital's Portfolio Managers