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Can Comcast take on Disney? episode artwork

May 4, 2016 15 min

Can Comcast take on Disney?

from Rangeley Capital Podcast Hosted by Rangeley Capital Podcast

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss a potential bidding war for Medivation (MDVN) after recieving competing offers from Pfizer (PFE) and Sanofi (SNY). Then, they turn to Comcast (CMCSA) and discuss how their merger with Dreamworks (DWA) will position them as a Disney (DIS) clone. Finally, they discuss that Abbott (ABT) mega-merger with St. Jude (STJ).

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Can Comcast take on Disney?

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