Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their predictions for 2017, including if Warren Buffett's Berkshire Hathaway (BRK) will buy Coke (KO), if Sprint (S) and T-Mobile (TMUS) will merge, the odds of Rite-Aid (RAD) and Alere (ALR) closing their mergers, and the ban on porn in South Carolina.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss their favorite tweets, books, and gifts of the year before concluding with their thoughts on the "white lie" of Santa.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Verizon's (VZ) star-crossed acquisition of Yahoo! (YHOO) in the wake of another security breach. Then, they turn to the TSA in anticipation of holiday travel.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump nominating Exxon (XOM) CEO Rex Tillerson for Secretary of State; then, they discuss Senator Liz Warren's attack on hedge fund manager Whitney Tilson.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Under Armour's (UA) new deal with the MLB and their complex share class restructuring. Then, they look at wasteful spending at the Pentagon and on Air Force One.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, celebrate Repeal Day with a discussion of beverage companies, including Anheuser-Busch InBev (BUD), and then move on to a discussion of cross-border M&A.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Tesla (TSLA) and the future of driving cars in the wake of the Solarcity (SCTY) deal close. Then, they turn their attention to Cuba (CUBA).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Facebook's (FB) first buyback and their issues with fake news. Then they switch from capitalism to socialism and talk about Venezuela.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss DryShips (DRYS) amazing rise and fall in the wake of Donald Trump's election. Then, they turn to a curious quote by Lowe's (LOW) CEO after a poor earnings report.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss this quarter's 13-Fs, including Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) buying the airlines while selling Walmart (WMT). Then, they discuss labor unions introducing the "Work It" app to unionize Walmart's workforce.