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Chris DeMuth Jr.'s  Instablog

Chris DeMuth Jr.
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
My blog:
Rangeley Capital on Harvest
My book:
Rangeley Capital Best Investment Ideas
  • Lazy/efficient Blogger Seeking Help 13 comments
    Sep 23, 2013 12:35 PM

    If you've read my blog over the past week, I am trying out three regular features:

    1. humor (related to investing or business). This is just for fun as humor is an end in and of itself.
    2. a chart of the day (generally with some underlying point or exposing a paradox that will likely resolve itself in some manner that could be exploitable in the capital markets). This is intended to be useful and/or interesting and
    3. a daily fact from a primary source - typically a regulator, court, company, or SEC filer - that is a factor in my investment decisions. This is intended to offer readers something that might be useful or might shine a light on the types of events that I care about. A lot of investment research is a long game of telephone in which people analyze analysis. I want to get back to analyzing facts and to do so I like to go to the original sources. That means going back to primary documents, reading them, understanding them, and then going to principals in order to get their help in further understanding their intent and meaning.

    As of today, I have a backlog of cartoons, charts, and facts that can be used and the pile grows each day. Part of my goal is to post one despite the fact that I look at hundreds of charts and even more filings/suits/decisions (alas not quite so many cartoons). Like with investing, much of what could make this blog great is radical selectivity.

    However, I am always at risk of getting stuck in a rut based upon my own sources. Morning research takes a few hours, so my time is essentially used up by the time the sun rises. That means that I must be missing a lot of great stuff. So, if you have any inclination to help, I would be grateful for anything that you would like to send me. The criteria are pretty straightforward:

    1. I am trying to put out the funniest vaguely investment-related cartoon that I find each day.
    2. The chart should show something about how the world works. I am generally interested in charts that are timely and that show extremes. I am less interested in subtlety than in charts that show some glaring fact that is lucratively actionable with some type of crude reaction.
    3. As for the daily fact, it has to be from a primary source and without commentary. This could serve as the beginning of someone's research project. Not everyone will come away with the same reaction, but it could prompt readers to look further. It should have a material impact on specific securities' prices. My articles are my own conclusions based upon my premises. They are my best answers to the questions that I consider important. But in this feature, I want to reveal one of the premises.

    Any help out there? Unless you request otherwise or unless there are duplicative suggestions or unless I forget, I intend to include a "h/t" to the source. Thanks for any consideration to this request. Part of my hope in this blog is to bring together a subset of Seeking Alpha readers who are interested in value investing, event driven strategies, and exploitable price anomalies in capital markets and in everyday life. So, I am grateful for anyone who shares these interests and for anyone who helps with suggestions for content that would interest fellow travelers. The very idea of this blog is to find something for nothing; it is in that spirit that I ask for your help.

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Comments (13)
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  • toddro
    , contributor
    Comments (198) | Send Message
     
    I saw this chart the other day and thought it might of interest on SA somewhere.

     

    http://bit.ly/16wdMu8
    24 Sep 2013, 10:27 AM Reply Like
  • toddro
    , contributor
    Comments (198) | Send Message
     
    And for humor, I thought this was good.

     

    http://bit.ly/16wembb
    24 Sep 2013, 10:30 AM Reply Like
  • Yuanxi Zhang
    , contributor
    Comments (244) | Send Message
     
    I liked your daily fact posts a lot!
    24 Sep 2013, 03:25 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4451) | Send Message
     
    Author’s reply » Good. Thanks for letting me know. It is sorta the investing equivalent of C-Span: I'm just pointing the "camera" instead of injecting my views in that feature.
    24 Sep 2013, 03:36 PM Reply Like
  • SA Editor Stephen Alpher
    , contributor
    Comments (546) | Send Message
     
    http://1.usa.gov/189RVg2

     

    GateHouse shareholders wiped out, but will get warrants to buy 5% of New Media stock.
    27 Sep 2013, 02:56 PM Reply Like
  • SA Editor Stephen Alpher
    , contributor
    Comments (546) | Send Message
     
    http://seekingalpha.co...

     

    Higher offer coming?
    30 Sep 2013, 10:14 AM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4451) | Send Message
     
    Author’s reply » Probably; it would be reasonable to expect one.
    30 Sep 2013, 10:22 AM Reply Like
  • SA Editor Stephen Alpher
    , contributor
    Comments (546) | Send Message
     
    http://1.usa.gov/1fJ0WmC

     

    Buyout offer of what looks to be cash and stock for $7.35/share. ICH currently trading at $6.60.
    2 Oct 2013, 11:19 AM Reply Like
  • Toby Shute
    , contributor
    Comments (130) | Send Message
     
    How do you like BZ for a bump candidate?

     

    http://seekingalpha.co...
    3 Oct 2013, 10:20 AM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4451) | Send Message
     
    Author’s reply » We could be wrong of course, but don't see it.
    3 Oct 2013, 10:31 AM Reply Like
  • toddro
    , contributor
    Comments (198) | Send Message
     
    Another sub-prime auto bubble?

     

    http://bit.ly/19ysBmQ

     

    "GMF has the riskiest lending portfolio of any major car company: 96 percent of its customers have credit scores below 660. GM’s lending habits parallel those in the housing market leading up to the 2008 crash…GM finished the year with 8.5 percent of loans in delinquency, the highest rate since 2010 and larger than the delinquency rates at Ford, Toyota, and Honda combined."
    8 Oct 2013, 11:43 PM Reply Like
  • Afanti Arbitrage
    , contributor
    Comments (23) | Send Message
     
    http://webb-site.com

     

    Good "curator" of direct links to HK regulatory filings(and also provides independent commentary). Truth is stranger than fiction, and it can lead to exploitable opportunities...
    10 Dec 2013, 06:28 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4451) | Send Message
     
    Author’s reply » Thanks! Much appreciated. -C
    10 Dec 2013, 06:37 PM Reply Like
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