Big Opportunities in Cloud M&A Spree

from Rangeley Capital Podcast · host Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the recent wave of M&A in the cloud computing space, including Salesforce's (CRM) purchase of Demandware (DWRE), buyouts for Qlik and Marketo (MKTO), and activism at Infoblox (BLOX). Then, they discuss potential opportunity in the Great Plains (GXP) / Westar (WR) merger.

Episode metadata supplied by the publisher feed · Published Jun 8, 2016

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Big Opportunities in Cloud M&A Spree

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