Where No One Is Looking Or Everyone Is Panicking
One of my favorite investors weighs in further on his market strategy for 2024.
I’m incredibly stoked to be able to bring you 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 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 No One Is Looking Or Everyone Is Panicking
Professionally and personally, I focus my research on opportunities in areas where no one is looking or everyone is panicking. At work, that often means scale mismatches and firable offenses.