Rangeley Capital Podcast

Informações:

Sinopsis

A discussion between two of Rangeley Capital's Portfolio Managers

Episodios

  • Is it time to panic?

    06/01/2016 Duración: 16min

    Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, ask if now is the time to panic given the rocky start in equity markets. Then they discuss why early rumors are so close to final deal prices.

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

    06/01/2016 Duración: 16min

    Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss Kansas City Life after going dark, 3M "bullying" a tiny competitor, and an update on Donald Trump's Presidential chances.

  • How to Win a Stock Picking Competition

    31/12/2015 Duración: 17min

    Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth, discuss the best strategy for winning a stock picking competition, how to take advantage of the Christmas Hangover, and if investors should buy Disney on the heels of Star Wars’ box office success.

  • Off with the CEO's Head

    29/12/2015 Duración: 15min

    Rangeley Capital’s Portfolio Managers, Andrew Walker and Chris DeMuth Jr., talk about Valeant’s CEO medical leave, Constant Contact’s SEC subpoena, and the most interesting opportunities heading into 2016.

  • Fed Watch

    16/12/2015 Duración: 15min

    Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss this month's fed meeting, the potential for an interest rate hike and where they are finding opportunities in a rising rate world.

  • The Coming Credit Collapse?

    11/12/2015 Duración: 17min

    Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss Third Avenue Management's liquidity problems and the challenges facing the high yield bond market.

  • Cutting Dividends Can Pay Dividends

    10/12/2015 Duración: 16min

    Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss how dividend investors can avoid making big mistakes with Kinder Morgan (KMI).

  • David vs. Goliath

    06/12/2015 Duración: 20min

    Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss Malcolm Gladwell's 2009 article, How David Beats Goliath, and how the concepts can help investors find an edge in the capital markets.

  • Top pick for 2016

    03/12/2015 Duración: 15min

    Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss their top pick for Rangeley's Annual Best Investment Idea.

  • Hidden Gold in Utah

    25/11/2015 Duración: 16min

    Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss where to find gold in Utah, how to protect against real world tail risks and where markets are being gluttonous this holiday season.

  • Licensing and highly regulated industries

    23/11/2015 Duración: 16min

    Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss licensing for professionals, and the challenges of investing in highly regulated industries.

  • A 105% Dividend Yield?

    19/11/2015 Duración: 15min

    Rangeley Capital’s portfolio managers, Chris DeMuth and Andrew Walker, discuss a senator’s day trading and a stock with a 105% dividend yield.

  • Mutual Conversions

    13/11/2015 Duración: 15min

    Rangeley Capital's portfolio managers, Chris DeMuth and Andrew Walker, discuss how to invest in mutual bank conversions and the possibility of a buyout of Ocean Shore.

  • Diamonds are forever

    06/11/2015 Duración: 16min

    Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, ponder if diamonds are forever and ask how to value something if it can't be bought or sold.

  • Trick or Treat with Media General

    30/10/2015 Duración: 15min

    Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, discuss a hedge fund that will invest in anything, talk about Media General, and have a special Halloween themed question of the day.

  • Gore and Blood and First Niagara

    25/10/2015 Duración: 17min

    Rangeley Capital's Portfolio Managers, Chris DeMuth Jr. and Andrew Walker, discuss Al Gore's Investment Partnership, the chances First Niagara bank is up for sale, and if Donald Trump could be our next President.

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