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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
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  • Activism Forum 7 comments
    Feb 24, 2014 10:45 AM

    Here is a basket of top activism targets. Any others opportunities worth adding? Please offer any comments below on activism efforts that you are working on or analyzing.

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Comments (5)
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  • StepUp
    , contributor
    Comments (559) | Send Message
     
    NUAN?
    24 Feb 2014, 11:59 AM Reply Like
  • Peter Larson
    , contributor
    Comments (642) | Send Message
     
    BKS, most other retail.
    25 Feb 2014, 12:20 AM Reply Like
  • Patrick Lowry
    , contributor
    Comments (216) | Send Message
     
    An oldie but a goodie, SODI. Gobs of cash, profitable business and 2 activist groups. I'll also throw in DAEG and JCDAF. Solid activists behind each.
    27 Feb 2014, 04:40 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (11423) | Send Message
     
    Author’s reply » +>6% so far: http://bit.ly/MJggCW
    18 Mar 2014, 11:14 AM Reply Like
  • Patrick Lowry
    , contributor
    Comments (216) | Send Message
     
    For those that dabble in ultra nano-cap, Winland Electronics (OTCPK:WELX). Also, Transworld Corporation (OTCQB:TWOC).
    20 Mar 2014, 05:17 PM Reply Like
  • Ruerd Heeg
    , contributor
    Comments (1309) | Send Message
     
    I like evidence based investing. I found a paper on activist investing: http://bit.ly/1pWDDWc

     

    My own question was whether it is ok to buy every 13d with clear activist intentions, or proxy fight, on a statistical basis. The paper answers this question, but it is quite a complicated read. In the end I wasn't sure the data in the paper matches the conclusions. It seems the conclusions are too pessimistic.

     

    Has anyone read this paper, and if so, any thoughts? Has anyone come across any other good papers on the returns of following activist investing?
    3 Apr 2014, 04:09 PM Reply Like
  • Ruerd Heeg
    , contributor
    Comments (1309) | Send Message
     
    Found a 13D fund: http://bit.ly/1lXWNLG

     

    The fact sheet gives a reason why most fund managers don't use this strategy that much: lack of permanent capital. http://bit.ly/1lXYoRL
    13 Apr 2014, 03:19 PM Reply Like
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