Chris DeMuth Jr | TalkMarkets | Page 3
Partner, Rangeley Capital
Contributor's Links: Sifting the World
Rangeley Capital invests with a margin of safety by buying securities at deep discounts to their intrinsic value and unlocking that value through corporate events.

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My Favorite ETF For 2015
With warmer weather ahead, my mind starts to wander to lazy ways to allocate capital without too much work. Thus, one of my few ETF ideas for your consideration.
18% Annualized Yield With Polypore International
Prior to Asahi Kasei's acquisition of PPO, 3M will acquire PPO's Separations Media segment for $1 billion and Asahi Kasei will receive the cash proceeds from the asset sale.
General Electric Is Tired Of Being Important
GE announced a number of changes including selling GE Capital's assets. Over $26 billion of real estate is going to Blackstone (NYSE:BX) with the performing loans associated with that real estate going to Wells Fargo (NYSE:WFC).
Around The World Shopping Spree
We hit five continents and over a dozen countries with one bargain-priced stock souvenir from each.
Weird Items For Sale By The Government
When considering an investment, the first thing that I seek is a price-insensitive counterparty. It is much easier for someone who cares about value to transact business when the counterparty does not care about value.
The Best Things In Life Are Less Than Free
There are a number of opportunities to short Chinese internet stocks in order to isolate the value of cheap, free, or less than free parent stubs.
NexPoint Residential – A Multifamily REIT On Sale And Coming Soon
Nexpoint Credit Strategies Fund is a closed-end fund trading at a discount to NAV of over 12%, which is greater than its 5-year average discount.
The End: Death Spiral Financing
In the late stages of shareholder value destruction, there is an obscure form of corporate hospice known as death spiral financing. Such financing is infinitely dilutive because it allows creditors to receive shares at a discount to the market price regardless of that price.
Free Gold?
Watch this sleeper with spinoff possibilities.
Let's Talk Turkey
Despite a collapsing currency, Turkey has been improving in a number of other areas. The Turkish president has harsh words for those speculating in the lira.
The Biffy Butler Sprayer/Digital Accessory Caddy Of Investments
Adding a couple of bad ideas together doesn't make them better. Here are some volatility-related ETFs for most of us to avoid (or occasionally short).
Berkshire Hathaway Annual Letter
The compilation of Warren Buffett's letters to Berkshire Hathaway shareholders between 1965 and 2012 is worth the read. These are part of Buffett's strategy to train his investors to think as he does.
Riding Carl Icahn's Coattails
What has Carl Icahn been up to recently? He appears to be in fewer fights than usual at the moment if only because so many companies appear to be giving in without a fight.
Bargain Hunting In Thailand
Some safer and riskier ways to invest in Thailand.
Smoking Hot Opportunity In Imperial Tobacco Group
In the case of Imperial Tobacco, there are two of my favorite types of opportunities - the opportunity to pick up bargain assets in antitrust divestitures and the opportunity to be the first on the ground in a newly opening market.
CVRs – The Good, The Bad And The Ugly
A contingent value right or CVR is a right issued to shareholders of an acquired company that conveys additional benefit if a specified event occurs. It is a useful tool for a value investor's toolkit.
33 to 48 of 51 Posts