"Where I'd Put All My Money Today": Chris DeMuth
The latest from one of my absolute favorite investors, in an exclusive for Fringe Finance subscribers.
I’m incredibly stoked to be able to bring you exclusive content from one of my favorite investors, Chris DeMuth Jr. Chris took the time to prepare his up-to-the-minute thoughts on the market exclusively for Fringe Finance subscribers this week.
Chris DeMuth Jr founded event driven hedge fund Rangeley Capital and research service Sifting the World. Rangeley’s strategy is to invest in mispriced securities with limited downsides and corporate events that unlock shareholder value. He also hosts Sifting the World, Seeking Alpha’s SPAC and event driven research product.
Chris also writes the Vale Tudo Substack, which can be found here.
Chris is one of the smartest people I’ve had the chance to meet during my time as an investor. He was one of the first people to ever take a phone call from me in the early 2010’s when I first started looking at the Questcor/Acthar scam. He was also one of the first people to be nice to me when I got my start on Seeking Alpha back about 10 years ago and is also widely respected by many people whose work I admire and follow.
All information contained herein is opinion only of Chris DeMuth & does not constitute investment recommendations. Nothing is a solicitation to buy or sell securities.
Where I’d Put All My Money Today
Professionally and personally, I’m diversified across enough different types of investments that I rarely have greater than 10% positions. Those are rare, reserved for only my highest conviction ideas. But what would I do if I had to expose all of my money to a single currency or commodity today?