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All Episodes

Rangeley Capital Podcast — 176 episodes · page 1 of 2

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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

March 2019: 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