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Chris DeMuth Jr.

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  • Chris DeMuth Jr.
    Kyle Bass being rational, lucid, thoughtful Kyle Bass: http://bit.ly/18ZWWLk
    3 hours ago
    Reply (1)
    • skibbi: interesting watch. loved the iceland story @44mins
      1 hour ago
      • Chris DeMuth Jr.
        If you read only one article on SA today, I would recommend Failed Titanic Sale Won't Sink $PRXI: http://seekingalpha.com/a/wadc
        4 hours ago
        Reply (4)
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        • jaha98: I think the 1.5 million share buy back announced yesterday will also make a significant impact
          2 hours ago
        • Chris DeMuth Jr.: I am long, in agreement, the buyback will help, and I would own the whole co for $2/share. It helps to be time-insensitive, but it is cheap
          1 hour ago
          • Chris DeMuth Jr.
            $VSEC @ new 1-year high
            15 hours ago
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              • Chris DeMuth Jr.
                $NTAP @ new 1-year high
                15 hours ago
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                  • Chris DeMuth Jr.
                    $HNH @ new 1-year high
                    15 hours ago
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                      • Chris DeMuth Jr.
                        $PLUS @ new 1-year high
                        15 hours ago
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                          • Chris DeMuth Jr.
                            $GY @ new 1-year high
                            15 hours ago
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                              • Chris DeMuth Jr.
                                U.Va.'s Premier Investing Conference: http://bit.ly/15e1Fl1
                                Mon, 7:18 PM
                                Reply (4)
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                                • Wilson Wang: Did you read "The Most Important Thing" by Howard Marks. Which IMO is one of the best books about risk management ever!
                                  Mon, 8:06 PM
                                • Chris DeMuth Jr.: Yep; great book.
                                  Mon, 8:12 PM
                                  • Chris DeMuth Jr.
                                    If you collect silver, these are still at good prices: http://bit.ly/105IXtQ
                                    Mon, 4:32 PM
                                    Reply (4)
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                                    • johncworth: Hmm, as you might have surmised I was referring to grabbing the Trio warrants, not the silver. I wouldn't mind a few of those pandas.
                                      Tue, 7:49 AM
                                    • Chris DeMuth Jr.: I figured as much.
                                      20 hours ago
                                      • Chris DeMuth Jr.
                                        Here is the Alpha Rich version of the $TRIO write-up: http://seekingalpha.com/a/wa9q. This is my favorite SPAC idea at the moment. Thoughts?
                                        Mon, 3:32 PM
                                        Reply (6)
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                                        • Chris DeMuth Jr.: (Mike set this investment up and wrote it up when it was at $0.65. He is new to SA and submitted it at a later/higher price.) It was great
                                          Mon, 5:19 PM
                                        • Wilson Wang: Anytime I see Joel Greenblatt around, I know something is up for sure. Mike used CONSERVATIVE multiples too!
                                          Mon, 9:28 PM
                                          • Chris DeMuth Jr.
                                            The Wolf of Wall Street: http://bit.ly/11jOCRq
                                            Mon, 2:40 PM
                                            Reply (1)
                                            • Wilson Wang: Haha. Leonardo has a knack for playing these roles.
                                              Mon, 3:50 PM
                                              • Chris DeMuth Jr.
                                                Bill Ackman on the Psychology of Successful Investing: http://bit.ly/126RZqj
                                                Mon, 1:02 PM
                                                Reply (1)
                                                • gsterling: Rule 1 - Don't place a gigantic bet against Carl Icahn.
                                                  Mon, 2:17 PM
                                                  • Chris DeMuth Jr.
                                                    Didier Sornette: How we can predict the next financial crisis - http://bit.ly/14dG3Gw
                                                    Mon, 11:40 AM
                                                    Reply (1)
                                                    • Erick Lee: thank you for posting that, i'm definitely going to watch it
                                                      Mon, 12:53 PM
                                                      • Chris DeMuth Jr.
                                                        Here is his first SA article: Dole's $12.00 MBO Ripe For Price Bump; $5.56 Of Assets May Draw Bidders: http://seekingalpha.com/a/w8vq
                                                        Mon, 10:50 AM
                                                        Reply (2)
                                                        • 1980XLS: $FDP, $CQB too?
                                                          Mon, 4:47 PM
                                                        • Chris DeMuth Jr.: Could be.
                                                          Mon, 5:21 PM
                                                          • Chris DeMuth Jr.
                                                            Mike Winston is one of the best new writers on Seeking Alpha. I highly recommend his $TRIO idea: http://seekingalpha.com/p/15vd2
                                                            Mon, 10:47 AM
                                                            Reply (2)
                                                            • TimeOnTarget: Thanks Chris-- appreciate the tip.
                                                              Mon, 11:46 AM
                                                            • aretailguy: When does the voting end?
                                                              Tue, 1:33 AM
                                                              • Chris DeMuth Jr.
                                                                Aetna ($AET) Pulls Out Of California Individual Insurance Market In Response To Obamacare: http://bit.ly/13L3Oqr
                                                                Sun, 7:18 AM
                                                                Reply
                                                                  • Chris DeMuth Jr.
                                                                    The Father's Day Index 2013: Dad's value is up -- http://bit.ly/19EhhFj
                                                                    Sat, 8:24 PM
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                                                                      • Chris DeMuth Jr.
                                                                        $VSEC @ new 52-week high.
                                                                        Sat, 11:14 AM
                                                                        Reply (4)
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                                                                        • Chris DeMuth Jr.: Management is not that progressive, in regards to its balance sheet and deals. I would happily own 100% of $VSEC at $40.
                                                                          Sat, 7:40 PM
                                                                        • Wilson Wang: For sure, thanks to your stock talks, I got in (small position after due diligence) at around 29. I bet your investors are ecstatic!
                                                                          Sat, 8:19 PM
                                                                          • Chris DeMuth Jr.
                                                                            $IN @ new 1-year high. US approval expected shortly following up on EU clearance.
                                                                            Sat, 11:14 AM
                                                                            Reply (7)
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                                                                            • sogreat: Do you see any opportunities with NWS spinoff?
                                                                              2 hours ago
                                                                            • Chris DeMuth Jr.: Not that I've found, no.
                                                                              1 hour ago
                                                                              • Chris DeMuth Jr.
                                                                                This is worth reading and understanding as a good rough draft for the workout needed in CA, IL, CT, and US: http://bit.ly/10iYlc6
                                                                                Fri, 4:48 PM
                                                                                Reply (2)
                                                                                • TheCompleatAngler: Bear in mind that states don't have the option to declare bankruptcy, as Detroit threatens to do.
                                                                                  Sat, 9:04 PM
                                                                                • aretailguy: Coming to a town/state near you. bankruptcy....Unions 1, taxpayers 0.
                                                                                  Tue, 1:36 AM