Is the market scared enough of Donald Trump?

Rangeley Capital Podcast

#Business #Trading #Portfolio Managers #Audioboom #Rangeley Capital

40:50

“That's taxpayer’s money that is going to support research and development and pilot projects to develop a food system that is based on environmental destruction and greed and disregard for animals, fish, and any of the other marine mammals that might be around it.” - Andrianna Natsoulas Andrianna Natsoulas is the campaign director for Don't Cage Our Oceans, an organization that exists to keep our oceans free from industrial fish farms. Offshore finfish farming is the mass cultivation of finfish in marine waters, in underwater or floating net pens, pods, and cages. Offshore finfish farms are factory farms that harm public health, the environment, and local communities and economies that rely on the ocean and its resources. Don’t Cage Our Oceans are a coalition of diverse organizations working together to stop the development of offshore finfish farming in the United States through federal law, policies, and coalition building. And, although it is not yet happening, right now the US Administration and Congress are promoting this kind of farming, which would be nothing short of disastrous for the oceans, the planet and the people and animals who live here. dontcageouroceans.org…

8 лет назад 17:38

MP3•Главная эпизода

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is properly pricing in political risk in today's crazy world.

173 эпизодов

Is the market scared enough of Donald Trump?

Rangeley Capital Podcast

52 subscribers

published 8 лет назад

MP3•Главная эпизода

Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss the newest batch of 13-Fs. Then, they wonder if the market is properly pricing in political risk in today's crazy world.

173 эпизодов

#Business #Trading #Portfolio Managers #Audioboom #Rangeley Capital

Все серии

1
July 2019: Has Chewy Bubbled Beyond Pets.com? 23:00

6 years назад23:00

23:00

The Rangeley Team discusses Greenlight's Q2'19 letter and its comparison of Chewy to Pets.com . Then, they turn to a discussion of Beyond Meats (BYND) unique secondary offering and the strange story of a fire that took down a small town bank fraud ( https://bit.ly/2SQW3yC ).

1
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles 22:22

6 years назад22:22

22:22

Following a month of blockbuster M&A, the Rangeley team discusses how Abbvie's deal is giving their shareholders stress wrinkles. Then, they talk about the Sprint / T-Mobile deal as it (apparently) nears DOJ approval.

1
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals 25:20

6 years назад25:20

25:20

The Rangeley team discusses two deals where the buyer's shareholders are unhappy. First up is Centene's (CNC) offer for Wellcare (WCG), where Third Point would like Centene to do a market check before going through with the deal. Then the conversation turns to Occidental's (OXY) bid for Anadarko (APC), a deal Carl Icahn thinks is "hugely overpriced." Finally, the conversation turns briefly to Jeopardy!…

1
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion 21:52

6 years назад21:52

21:52

The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war and Blackstone's decision to convert to a C-Corp. You can find all of the links and ideas discussed in more depth here: http://yetanothervalueblog.com/2019/04/some-things-and-ideas-april-2019.html…

1
S3 Ep1: March 2018: Should we be sitting on our hands more? 26:14

6 years назад26:14

26:14

The Rangeley Team discusses the things and ideas that intrigued them the most in March. You can find all of the links and ideas discussed in more depth here: http://yetanothervalueblog.com/2019/03/some-things-and-ideas-march-2019.html ‎

1
Papa John's loses its Papa and Elon's Twitter Tirade 17:44

7 years назад17:44

17:44

Both Tesla's (TSLA) Elon Musk and Papa John's (PZZA) Papa are facing huge blow back from some shocking statements. Chris and Andrew discuss what's next for the two companies.

1
Trump's Looming Trade War 16:12

7 years назад16:12

16:12

With the U.S. announcing $200B in tariffs, we appear headed for a trade war. The Rangeley Team discuss what's that means for markets and where we'll likely go from here. Later, they discuss the most recent changes for the Starwood credit card as Marriott looks to overhaul their loyalty program in the wake of their merger.…

1
Dude, you're getting a (heavily discounted) Dell 14:58

7 years назад14:58

14:58

Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?

1
Who will catch Fox: Disney or Comcast? 18:31

7 years назад18:31

18:31

With Disney (DIS) receiving DOJ approval for their Fox (FOX) deal while Comcast (CMCSA) mulls coming back with a higher offer, one of the largest media deals and bidding wars in history is heating up. Chris and Andrew discuss why Comcast and Disney are so interested in Fox, what's likely to happen next, and who will ultimately catch the Fox.…

1
Jain & Abel- who will succeed Buffett at Berkshire? 18:14

7 years назад18:14

18:14

Berkshire Hathaway (BRK) named Greg Abel and Ajit Jain as Vice-Chairmen today, setting them as the front runners to succeed Warren Buffett as CEO. Who's the favorite and what's it mean for investors? After, Chris and Andrew peer into their crystal balls and try to guess some of the themes that will drive markets in 2018.…

1
What does 2018 hold for Buffett and Berkshire? 18:13

7 years назад18:13

18:13

After a relatively quiet 2017, Berkshire's elephant gun is fully loaded. Andrew and Chris discuss the most likely deals he'll be pursuing in 2018. And after two big deals in the food space, they discuss what's driving consolidation and who the most likely targets going forward are.

1
Why is Disney Fox Hunting? 18:58

7 years назад18:58

18:58

Andrew and Chris talk about the rumored mega-merger between Disney (DIS) and Fox (FOX). Why is Fox, a traditional media empire builder, looking to sell? Why is Disney looking to buy? Later, they talk about some unintended (and intended) consequences of the Republican tax plan.

1
The Department of Justice takes on AT&T and Time Warner 23:25

7 years назад23:25

23:25

The Department of Justice is trying to block the AT&T (T) acquisition of Time Warner (TWX) in a move that's shocked the business world. Why is the DoJ suing? Who has the stronger hand, AT&T or the DoJ? And what role is politics / Donald Trump's feud with CNN playing in the suit?

1
Amazon's Insane Investment and Celebrity ICOs 15:16

7 years назад15:16

15:16

Amazon buys the rights to the Lord of the Rings prequel show for a whopping $250m, a deal one industry observer called "insane." And the SEC comes out with a "forceful" statement saying celebrities who endorse stock sales and coin offerings without disclosing pay may be breaking the law.

1
Morningstar's mirage and GE's kitchen sink quarter 16:19

7 years назад16:19