Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Donald Trump's historic win, how they (and the polls!) could've missed it by so much, and investing opportunities in his administration.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Valeant's (VRX) legal woes and non-core sales. Then, they take a close look at L Brands (LB) before turning to the election odds.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Goldman Sachs (GS) "freaking out" trying to get Apple (AAPL) to top AT&T's (T) bid for Time Warner (TWX). Then, they discuss General Electric's (GE) deal with Baker Hughes (BHI).

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Megyn Kelly's contract negotiations with Fox News (FOXA) and the potential for Trump TV. Then, they turn to the North Dakota crash conspiracy.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the AT&T (T) mega-merger with Time Warner (TWX). Then, they discuss the new excuse for companies reporting weak earnings: political uncertainty.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the leak of Salesforce's (CRM) board documents discussing potential M&A targets. Then, they turn to some recent controversy surrounding Peter Thiel's donation to Donald Trump's campaign and funding lawsuits against Gawker Media.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Walmart's (WMT) recent crime problems and efforts to improve by raising wages. Then, they look at YUM Brands (YUM) pending spinoff of their Chinese unit and what could come next for the company.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Google's ($GOOG) ($GOOGL) recent acquisition of FameBit and reflect on the YouTube acquisition on its 10 year anniversary. Then, they discuss the Hollywood Reporter's article "Panic, Anxiety Spark Rush to Build Luxury Bunkers for L.A.'s Superrich."

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Mars buying out Berkshire's (BRK) stake in Wrigley and Donald Trump calling out Warren Buffett on taxes. Then, they discuss a failed promotion at Ruth Chris (RUTH) . Finally, they wrap up with some thoughts on Donald Trump's recent controversies.

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Salesforce.com's (CRM) attempts to delay the Microsoft (MSFT) / LinkedIn (LNKD) merger by complaining to the EU; then, they discuss the Harvard Crimson Editorial Board's gloomy mood over their endowment's performance.