DiscoverRangeley Capital PodcastJuly 2019: Has Chewy Bubbled Beyond Pets.com?
July 2019: Has Chewy Bubbled Beyond Pets.com?

July 2019: Has Chewy Bubbled Beyond Pets.com?

Update: 2019-07-31
Share

Description

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).

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Will Tiffany accept LVMH's proposal?

Will Tiffany accept LVMH's proposal?

2019-10-3118:40

WE failed (September 2019)

WE failed (September 2019)

2019-10-0318:56

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

2019-08-3022:34

July 2019: Has Chewy Bubbled Beyond Pets.com?

July 2019: Has Chewy Bubbled Beyond Pets.com?

2019-07-3123:00

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

2019-06-2822:22

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

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

2019-05-3125:20

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

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

2019-04-3021:52

March 2019: Should we be sitting on our hands more?

March 2019: Should we be sitting on our hands more?

2019-03-2826:14

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

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

2018-07-1817:44

Trump's Looming Trade War

Trump's Looming Trade War

2018-07-1216:12

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

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

2018-07-0614:58

Who will catch Fox: Disney or Comcast?

Who will catch Fox: Disney or Comcast?

2018-06-2818:31

Jain & Abel- who will succeed Buffett at Berkshire?

Jain & Abel- who will succeed Buffett at Berkshire?

2018-01-1118:14

What does 2018 hold for Buffett and Berkshire?

What does 2018 hold for Buffett and Berkshire?

2017-12-2018:13

Why is Disney Fox Hunting?

Why is Disney Fox Hunting?

2017-12-0818:58

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

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

2017-11-2323:25

Amazon's Insane Investment and Celebrity ICOs

Amazon's Insane Investment and Celebrity ICOs

2017-11-1415:16

Morningstar's mirage and GE's kitchen sink quarter

Morningstar's mirage and GE's kitchen sink quarter

2017-10-2716:19

Peltz proxies Proctor and Netflix's spending binge

Peltz proxies Proctor and Netflix's spending binge

2017-10-1814:51

Kroger is convenient no more

Kroger is convenient no more

2017-10-1216:12

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

July 2019: Has Chewy Bubbled Beyond Pets.com?

July 2019: Has Chewy Bubbled Beyond Pets.com?

Rangeley Capital Podcast