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Chris DeMuth Jr.
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Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading... More
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  • Seeking Truth From Facts – Friday, September 27, 2013 4 comments
    Sep 27, 2013 11:59 AM | about stocks: SFD

    Shuanghui International and Smithfield Foods Complete Strategic Combination, Creating a Leading Global Pork Enterprise

    Disclosure: I am long SFD.

    Additional disclosure: Chris DeMuth Jr is a portfolio manager at Rangeley Capital, a partnership that 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 partners, we reserve the right to make investment decisions regarding any security without further notification except where such notification is required by law.

    Stocks: SFD
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  • Pine Research & Trading
    , contributor
    Comments (164) | Send Message
     
    "creating a leading global pork enterprise."

     

    couldn't help but chuckle as it relates to your chart of the day.
    27 Sep 2013, 12:50 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (7411) | Send Message
     
    Author’s reply » Indeed. Agricultural pork is one of the most expensive parts of our subsidy system and one of the most morally indefensible since raising food prices is so regressive (the rich spend a tiny fraction of their wealth on food while the poor spend a substantial percent of their budget on artificially-inflated milk, sugar, etc.).
    27 Sep 2013, 02:39 PM Reply Like
  • Pine Research & Trading
    , contributor
    Comments (164) | Send Message
     
    yes. or as i like to say, we can discuss how much to assist the poor, but there is no justification for subsidizing the rich.
    28 Sep 2013, 11:46 AM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (7411) | Send Message
     
    Author’s reply » Exactly!
    28 Sep 2013, 12:41 PM Reply Like
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