Rangeley Capital Podcast cover art

All Episodes

Rangeley Capital Podcast — 176 episodes

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Title
1

Will Tiffany accept LVMH's proposal?

2

WE failed (September 2019)

3

Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019

4

July 2019: Has Chewy Bubbled Beyond Pets.com?

5

June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles

6

May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals

7

April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion

8

S3 Ep1: March 2018: Should we be sitting on our hands more?

9

Papa John's loses its Papa and Elon's Twitter Tirade

10

Trump's Looming Trade War

11

Dude, you're getting a (heavily discounted) Dell

12

Who will catch Fox: Disney or Comcast?

13

Jain & Abel- who will succeed Buffett at Berkshire?

14

What does 2018 hold for Buffett and Berkshire?

15

Why is Disney Fox Hunting?

16

The Department of Justice takes on AT&T and Time Warner

17

Amazon's Insane Investment and Celebrity ICOs

18

Morningstar's mirage and GE's kitchen sink quarter

19

Peltz proxies Proctor and Netflix's spending binge

20

Kroger is convenient no more

21

Tesla disappoints while Buffett keeps on trucking

22

Turmoil at Equifax; London gives Uber the Boot

23

Toys"R"Us Bankruptcy and Bank M&A

24

Where will Amazon go? Where has telecom M&A gone?

25

Will Foxconn, Apple's Largest Supplier, Build a U.S. Plant?

26

Will Buffett and Malone "save" Sprint?

27

Buffett Seizes Power

28

Buffett’s Big Bank Buy

29

2 New Sweetheart Deals for Warren Buffett

30

Amazon Buys Whole Foods. Now What?

31

A new day at GE

32

Google versus Uber

33

Is the market scared enough of Donald Trump?

34

1-800-SCREW-AT&T

35

Berkshire's 2017 Annual Meeting review

36

Tesla is Not Quite S-E-X-Y

37

Intel and Nintendo pay up

38

Can You Lose Weight And Get Rich With Oprah Winfrey?

39

Smokin' Cigarettes

40

Verizon’s Endless Appetite

41

MoneyGram gets a bump

42

Still Day One at Amazon

43

Déjà vu at Wells Fargo and Mondelez

44

But wait... there's more!

45

Unlocking the Value of GM’s Dividend

46

From Bold to Boring: Elon Musk's Big Claims

47

Are Costco's balls better than Titleist's?

48

Google vs. Fake News

49

Why Don’t Insiders Want Their Shares?

50

Mobileye Drives Massive Premium

51

GM Pays PSA to Take Opel

52

Snap - Crackle or Pop?

53

After Buffett

54

An Easy Money Idea Blows Up

55

Unilever Finds Kraft Revolting

56

Warren Buffett's New Picks

57

Dead End - No Way Out for Sears and Malls

58

Verizon's Data Death March

59

Time for Amazon to Get Physical?

60

Can Disney Find Its Prince?

61

Bullish Buffett versus Bearish Billionaires

62

Cisco's IPO Killer

63

Is Anyone Safe From Amazon?

64

Warren Buffett Versus Carl Icahn

65

Trump’s Tweets: Who Loves Them and Who Hates Them

66

Madoff Corners Hot Chocolate Market

67

Elon Musk’s Yuuge Bet in Nevada

68

The Ultimate Evil Corporation Of All Time

69

Warren Buffett's Reverse Yankee

70

Apple's Billion Dollar Bet

71

Will Warren Buffett buy Coke?

72

Christmas Favorites

73

Will Verizon Dump Yahoo!?

74

What's Next For Exxon?

75

Can Under Armour Catch Nike?

76

Happy Repeal Day

77

Is Tesla a Zero?

78

Facebook's Real and Fake News

79

DryShips Sinks

80

Warren Buffett's Newest Picks

81

3 Trump Era Picks

82

L Brands Used To Be Hot

83

Does Time Warner Need Apple or Does Goldman?

84

Megyn Kelly's Millions and the North Dakota Crash

85

AT&T and Time Warner’s Game of Thrones

86

Salesforce's Secret M&A Plans Revealed

87

Attention Walmart Shoppers

88

Google-YouTube at 10

89

Warren Buffett's Trade, Part II

90

Sour Grapes from Salesforce to Harvard

91

Disney's Goofy Twitter Play

92

Pfizer Staying Together; Valeant Breaking Up

93

The Monster is in the Truck!

94

Icahn v. Ackman

95

Will Warren Buffett Save Wells Fargo?

96

A Portrait of Donald Trump

97

Twitter's takeover and Ackman's hunger for Chipotle

98

Apple’s European Shakedown

99

The For-Profit President?

100

13-F Watch: Buffett's Berkshire Buys Apple, Sells Walmart

101

The Mystery of Lululemon's Ghost Director

102

Where are Warren Buffett's Financial Weapons of Mass Destruction?

103

Bearish Billionaires and Tech Bubbles

104

Oracle's Larry Ellison Wants To Own It All

105

Warren Buffett's Conspiracy to Save the World

106

Is Chipotle Recovering From Food Poisoning?

107

What's Good on Netflix?

108

What is Elon Musk's Top Secret Masterplan?

109

Is This WWE Opportunity Real?

110

As Pokemon Takes Over the World, Who Will Take Over Nintendo?

111

Buffett's next deal?

112

Is Hershey's a Sweet Deal for Mondelez?

113

Why is Bitcoin Up over 20% This Month?

114

Is Elon Musk's New Deal Nuts?

115

Your ETFs May Not Be What They Seem To Be

116

After Microsoft-LinkedIn, Is Twitter Next?

117

Big Opportunities in Cloud M&A Spree

118

From Trump to Tronc

119

Warren Buffett's Big Problem

120

Icahn Strikes Again

121

Phil Mickelson Gets a Mulligan

122

Does Bayer need protection from Monsanto?

123

Warren Buffett’s Bucket List – From Apple to Yahoo!

124

Jeff Bezos's Perfect Week

125

How to Own Your Own Professional Baseball Team

126

Sweet 25% Premium for Krispy Kreme

127

Can Comcast take on Disney?

128

Does Warren Buffett still have it?

129

Warren Buffett's 1,598,284% Gain is Just the Beginning

130

Is now the time for regional bank consolidation?

131

Yahoo's shotgun wedding

132

Can Facebook Stop Trump?

133

Is Netflix next for Disney?

134

Pfizer doesn't know how to make things happen

135

Scavenging SunEdison’s Carcass

136

A Tesla for the Masses... even in Jersey

137

The Battle Brewing for Sumner's Empire

138

Apollo's 20%+ spread looks enticing

139

Amazon takes flight

140

The Red Menace: China buys America?

141

Bill Ackman's Picks From Valeant To Herbalife

142

Pfizer Knows How to Make Things Happen

143

Has the sun set on Sunedison's acquisition of Vivint Solar?

144

What can we learn from Buffett's 2016 Berkshire annual letter?

145

Lessons from the man who broke Atlantic City

146

Is a Google / AIG mega-merger in the works?

147

Yahoo: worth more dead than alive?

148

13-F Watch: Buffett buys Kinder Morgan?

149

First Trust's discounted dividend and 2 Apollo Buyouts

150

Merger Arb basics with Green Mountain Coffee

151

3 Big Deals

152

Dell, EMC and a Free Tracking Stock

153

Is Apple Rotting?

154

Is IBM's value deceptive?

155

Blame Justin Bieber

156

How to profit from Mr. Market's fear

157

Fondul's discount, Akorn's Accounting, and Closed End Funds

158

Buffett likes Berkshire; should you?

159

3 Ideas Never Before Seen (Together)

160

Did Baxter Hit the Powerball with Shire/Baxalta?

161

Is it time to panic?

162

Going Dark, 3M's "bullying", and Donald Trump

163

How to Win a Stock Picking Competition

164

Off with the CEO's Head

165

Fed Watch

166

The Coming Credit Collapse?

167

Cutting Dividends Can Pay Dividends

168

David vs. Goliath

169

Top pick for 2016

170

Hidden Gold in Utah

171

Licensing and highly regulated industries

172

A 105% Dividend Yield?

173

Mutual Conversions

174

Diamonds are forever

175

Trick or Treat with Media General

176

Gore and Blood and First Niagara