I have around a few years of investing experience, both independently and at reputable alternative investment managers. I'm a devout believer in value investing and in the inefficiency of markets.
Inefficiencies arising from liquidity issues, institutional investor constraints, and negative market sentiment are of particular interest and can create large margins of safety. I strongly believes that investment ideas that invoke an immediate sense of revulsion offer superior risk-adjusted returns; the path away from the herd is typically the path of success.
All feedback is welcome and I hope to learn from the Seeking Alpha community.
Investing has been my hobby for many years. I am an engineer in Silicon Valley.
I am not an investment adviser. None of my writings should be interpreted as investment advice. Please get an investment adviser and do your own due diligence before investing.
I am an investment professional focused on finding a sustainable path to earnings beats, preferably in beaten up compounders. I like investing in high quality companies, but my experience on the sell side taught me that it is hard to fight the power of a financial trend. Financial estimates, just like stock prices, are subject to human emotion. I believe big swings should be taken when Mr. Market and Mr. Estimate have created a compelling opportunity.
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 its investors and then Mr. DeMuth writes about them on StW.
Deep value investor, searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. I like strong balance sheets with a catalyst and/or high ROIC businesses I can understand. Market cap agnostic, but I usually find the most interesting opportunities in microcaps.