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

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Manage episode 235081251 series 1324954
Content provided by Audioboom and Rangeley Capital Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Rangeley Capital Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 235081251 series 1324954
Content provided by Audioboom and Rangeley Capital Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Rangeley Capital Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

  continue reading

173 episodes

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