Will Tiffany accept LVMH's proposal?
Will Tiffany accept LVMH's proposal?
Chris and Andrew discuss ongoing M&A in the super luxury space, with LVMH proposing to TIF and Sotheby's (BID) getti... Read more
31 Oct 2019
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18mins
WE failed (September 2019)
WE failed (September 2019)
The Rangeley Team discusses WeWork's failed IPO, September's growth to value shift, and the current chill in corporate M... Read more
3 Oct 2019
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18mins
Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019
Retail Earnings versus the Inverted Yield Curve (Plus Overstock and Tesla): August 2019
The Rangeley Team discusses a seeming paradox: the financial press, stock market, and (inverted) yield curve all seem to... Read more
30 Aug 2019
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22mins
July 2019: Has Chewy Bubbled Beyond Pets.com?
July 2019: Has Chewy Bubbled Beyond Pets.com?
The Rangeley Team discusses Greenlight's Q2'19 letter and its comparison of Chewy to Pets.com. Then, they turn to a disc... Read more
31 Jul 2019
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23mins
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
June 2019: Will T-Mobile's Sprint call connect? Plus how Abbvie's Allergan deal is giving shareholders wrinkles
Following a month of blockbuster M&A, the Rangeley team discusses how Abbvie's deal is giving their shareholders str... Read more
28 Jun 2019
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22mins
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
May 2019: Buyer activism at Centene & Occidental after Wellcare / Anadarko deals
The Rangeley team discusses two deals where the buyer's shareholders are unhappy. First up is Centene's (CNC) offer for ... Read more
31 May 2019
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25mins
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
April 2019: Anadarko ($APC) bidding war and Blackstone's ($BX) conversion
The Rangeley Team discusses the things and ideas that intrigued them the most in April, including Anadarko's bidding war... Read more
30 Apr 2019
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21mins
March 2019: Should we be sitting on our hands more?
March 2019: Should we be sitting on our hands more?
The Rangeley Team discusses the things and ideas that intrigued them the most in March. You can find all of the links an... Read more
28 Mar 2019
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26mins
Papa John's loses its Papa and Elon's Twitter Tirade
Papa John's loses its Papa and Elon's Twitter Tirade
Both Tesla's (TSLA) Elon Musk and Papa John's (PZZA) Papa are facing huge blow back from some shocking statements. Chris... Read more
18 Jul 2018
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17mins
Trump's Looming Trade War
Trump's Looming Trade War
With the U.S. announcing $200B in tariffs, we appear headed for a trade war. The Rangeley Team discuss what's that means... Read more
12 Jul 2018
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16mins