Chris DeMuth Jr.'s  Instablog

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. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for... More
My blog:
Rangeley Capital on Harvest
My book:
Rangeley Capital Best Investment Ideas
  • Most Active Instablog Discussions 1 comment
    Jan 14, 2014 11:34 AM | about stocks: GPT, SNY, GCVRZ

    Here are my top five most active Instablog discussions on a wide range of topics.

    1. GCVRZ Forum (719 Comments) This forum discusses my best investment idea for January 1 through December 31 of 2014 -- GCVRZ. After a disastrous 2013 for this security it is +>5% in the early days of 2014.

    (click to enlarge)

    2. Event Driven Q&A Forum (208 Comments) This forum discusses securities in companies that are undergoing corporate changes that could meaningfully impact their value. As the forum's introduction states,

    If you show up for a fair fight, you are not prepared.

    3. GPT Forum (106 Comments) This forum discusses my best investment idea from January 1 through December 31 of 2013. After almost doubling last year, the common and preferred shares have meaningfully closed the gap between their prices and values. However, there is a good immediate opportunity in GPT prefs in tax-advantaged accounts before they pay their dividends.

    (click to enlarge)

    4. Gold (91 Comments) This forum has grown into a general discussion regarding preparedness and systemic risk management. For what it is worth, this is my favorite conversation on Seeking Alpha. For one idea related to gold, this article by a favorite uncle of mine mentions one way that I like to own gold on sale.

    5. Rangeley Capital Q&A (79 Comments) Every year since 2009, we publish one or two of our favorite long investment ideas for the coming year. The average return of these ideas is over 60% per year. The stocks that were our favorite short ideas declined a cumulative 70% over the same period. This forum discusses our philosophy, investment universe, favorite longs and shorts, and other aspects of Rangeley Capital. This private investment partnership is a vehicle for all of my investments as well as the investments of a limited partnership comprised of likeminded outside investors.

    Stocks: GPT, SNY, GCVRZ
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  • Barinder Sangha
    , contributor
    Comments (133) | Send Message
    The forums were a great idea. Thanks for posting them.
    14 Jan 2014, 12:13 PM Reply Like
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  1. Archived GCVRZ Forum ( Comments)
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