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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
  • 2014 Best Ideas – YTD And Weekly Progress 0 comments
    Apr 5, 2014 1:30 PM | about stocks: GCVRZ, SNY, IPO, FB, FEYE, TWTR, PANW

    Favorite Long for 2014: Sanofi SA (NYSE:SNY) Rights (NASDAQ:GCVRZ)

    Favorite Short for 2014: Renaissance IPO ETF (NYSEARCA:IPO)

    If you are interested in the long idea, I set up a portfolio of such merger securities that anyone can invest in. If you are interested in the short idea, you might want to consider their holdings. In addition to IPO, I have recently taken additional short positions in components such as FB, FEYE, TWTR, and PANW. These ideas are intended for a one-year time horizon but this is where things stand after one quarter. Come what may, I will report back on progress by the end of the year.

    Themes: 2014 Best Ideas Stocks: GCVRZ, SNY, IPO, FB, FEYE, TWTR, PANW
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