In the current episode, we talk about Del Frisco's (NASDAQ:DFRG), Constant Contact (NASDAQ:CTCT), and David Bowie's Bowie Bonds. Never before (and perhaps never again) have these topics been discussed in a single fifteen minute podcast.
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|Andrew Walker||Chris DeMuth Jr||David Bowie|
Disclosure: I am/we are long DFRG, CTCT.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: Chris DeMuth Jr and Andrew Walker are portfolio managers at Rangeley Capital. Rangeley invests with a margin of safety by buying securities at deep discounts to their intrinsic value and unlocking that value through corporate events. In order to maximize total returns for our investors, we reserve the right to make investment decisions regarding any security without further notification except where such notification is required by law.