Not that price is truth, but the price chart for Range Resources over the past five years is really ugly. But the company has long been a favorite of Seeking Alpha authors. We try to pick apart this bearish market consensus vs. bullish author sentiment with an idea from KCI Research Ltd. on the company and why its valuation is too cheap to ignore.
Topics covered
8:15 minute mark - The guts of the contrarian case 15:30 - Breaking down the accounting for RRC's book value 25:00 - The benefit of cleaning up the balance sheet even in a low-interest rate environment 33:30 - Risk tolerance among KCI Research Ltd, other authors. 38:30 - Final thoughtsBehind The Idea #63: Boeing's Changed Trajectory
Behind the Idea #62: Lyft Driving Onto The Market's Map
Behind the Idea # 61: JD's Accounting Issues Persist, With Mithra Forensic Research
Introducing The Cannabis Investing Podcast
Behind The Idea #60: Outlining JD.Com's Advantages With Lester Goh
Behind The Idea #59: The Risk Of Davita's Deal Breaking With Ethan Watkins
Behind the Idea #58: Davita's Moat And Pricing With Michael Knipp
Behind the Idea #57: PG&E Faces Looming Liabilities & Political Theater W/Alexandra Scaggs
Behind The Idea #56: The Forces Behind PG&E's Bankruptcy With WYCO Researcher
Behind the Idea #55: Shorting The Nasdaq, A Trading Diary In One Act
Behind The Idea #54: JD.Com And Pricing In Headline Risk
Behind The Idea #53: PG&E And The Lost Safety Of Utilities
Behind the Idea #52: Bank Of America And The Yield Curve
Behind The Idea #51: DaVita's Murky Economics
Behind The Idea #50: Match Group And The Investor Love Story
Behind The Idea #49: The Inaugural Alphies And 2018 Wrap-Up
Behind the Idea #48: View From The Short Side - Kase Learning Shorting Conference Recap
Behind The Idea #47: Ebix's Roll-up Strategy And The Unwind With Mads Thamsborg
Behind The Idea #46: Aphria's Acquisitions Too Hazy? With Gabriele Grego & Nate Anderson
Behind The Idea #45: Amazon's Path To Physical Retail Dominance With Priya Anand
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Wall Street Breakfast
Alpha Trader
Let’s Talk ETFs
Marketplace Roundtable
The Cannabis Investing Podcast