Saturday, January 16, 2021 8:32 AM EDT
If you own NKLA, QS, or SPAK, sell them. Take the money and run.
Partner, Rangeley Capital
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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.
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.less
ALL CONTRIBUTIONS
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$2 billion and change ($70 million is change at this scale) Churchill IV (CCIVU) is my biggest and best SPAC position and my second biggest overall position. Here’s why.
Bitcoin – Time To Split?
Monday, January 29, 2018 2:48 PM EDT
The Grayscale Bitcoin Investment Trust (OTC:GBTC) is up over 8% today after announcing a 91 for 1 split. What should bitcoin investors do?
A Happy New Year For NXP
Friday, January 12, 2018 8:04 AM EDT
With NXPI shares trading around $119 today, the chances of a sale at $110 are around zero.
In this article: NXPI
Crypto Is An Emerging Market
Wednesday, December 20, 2017 8:27 AM EDT
Today, crypto is still an emerging market. Outages take sites offline. There are chaotic squabbles between factions. Gangsters lurk in the shadows. But just a little twitch here and there towards normalcy can offer opportunity.
A Good Bank Investment For 2017
Saturday, December 31, 2016 10:24 AM EDT
The bank trades with a market cap of $86.52m at current prices, while my estimate for acquisition value is $158m.
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Comments
STOCKS I FOLLOW
| AABA | Altaba Inc. |
| AAPL | Apple Inc. |
| AAUKY | ANGLO AM PLC ADR |
| ABBV | AbbVie Inc. |
| ABT | Abbott Laboratories |
| AET | Aetna Inc. |
| AGN | Allergan Inc. |
| AIG | American International Group Inc |
| AKRX | Akorn, Inc. |
| ALJJ | ALJ REGIONAL HLDGS |
| AMZN | Amazon.com Inc. |
| ANTM | Anthem, Inc. |
| APOL | Apollo Education Group Inc. (Private) |
| ARNC | Arconic Inc. Common Stock |
| ATK | Alliant Techsystems Inc. |
| ATML | Atmel Corporation |
| AUXL | Auxilium Pharmaceuticals Inc. |
| AVGO | Broadcom Ltd |
| AVOL | Avolon Holdings Limited |
| AXLL | Axiall Corporation |
| AZN | AstraZeneca Group plc |
| BABA | Alibaba |
| BAC | Bank of America Corporation |
| BASFY | BASF SE ADS |
| BAYZF | BAYER AG ORD |
| BBT | BB&T Corporation |
| BLC | Belo Corp. |
| BNCC | BNCCORP INC |
| BUD | Anheuser-Busch Inbev SA/NV |
| C | Citigroup Inc. |
| CBS | CBS Corporation |
| CEO | CNOOC Limited |
| CHD | Church & Dwight Co Inc. |
| CHTR | Charter Communications Inc. |
| CI | CIGNA Corporation |
| CKEC | Carmike Cinemas Inc. |
| CMCO | Columbus McKinnon Corporation |
| CMCSA | Comcast Corp. Class A Common Stock |
| CMG | Chipotle Mexican Grill Inc. |
| CMSB | CMS Bancorp Inc. |
| CNL | Cleco Corporation |
| COF | Capital One Financial Corporation |
| COIN | CoinBase |
| COST | Costco Wholesale Corporation |
| CP | Canadian Pacific Railway Limited |
| CRM | salesforce.com inc. |
| CSCO | Cisco Systems Inc. |
| CSD | Guggenheim Spin-Off ETF |
| CTB | Cooper Tire & Rubber Co. |
| CUBA | The Herzfeld Caribbean Basin Fund Inc. |
| CVS | CVS Health Corporation |
| CVT | Cvent, Inc. |
| CXW | CoreCivic, Inc. |
| CYT | Cytec Industries Inc. |
| DEPO | Depomed Inc. |
| DF | Dean Foods Company |
| DFRG | DEL FRISCO'S RESTAURANT GROUP |
| DGTC | DGT HOLDINGS CORP |
| DHR | Danaher Corporation |
| DIA | SPDR Dow Jones Industrial Average |
| DIS | The Walt Disney Company |
| DLR | Digital Realty Trust Inc. |
| DNUT | Krispy Kreme Doughnuts Inc. |
| DRAD | Digirad Corporation |
| DRC | Dresser-Rand Group Inc. |
| DRII | Diamond Resorts International, Inc. |
| DRYS | DryShips Inc. |
| DVMT | Dell Technologies Inc. |
| DWDP | DowDupont |
| DYAX | Dyax Corp. |
| EBAY | eBay Inc. |
| EEM | iShares MSCI Emerging Markets Index |
| EFX | Equifax Inc. |
| EQC | Equity Commonwealth |
| EROC | Eagle Rock Energy Partners, L.P. |
| EXPE | Expedia Inc. |
| F | Ford Motor Company |
| FAV | First Trust Active Dividend Income Fund |
| FCAU | Fiat Chrysler Automobiles NV |
| FDX | FedEx Corporation |
| FNFG | First Niagara Financial Group Inc. |
| FOXA | Fox Corporation |
| FUR | Winthrop Realty Trust |
| FWONA | The Liberty Media Group |
| FXI | iShares China Large-Cap |
| GAS | AGL Resources Inc. |
| GBTC | Bitcoin Investment Trust |
| GCI | Gannett Co. Inc. |
| GCVRZ | Sanofi |
| GDL | The GDL Fund |
| GE | General Electric Company |
| GGFHF | GAGFAH SA |
| GLD | SPDR Gold Trust ETF |
| GM | General Motors Company |
| GOOG | Alphabet Inc. (Google) |
| GOOGL | Google (A shares) |
| GPRO | GoPro, Inc. |
| GPT | Gramercy Property Trust Inc. |
| GRR | The Asia Tigers Fund Inc. |
| GS | Goldman Sachs Group Inc. |
| GTU | Central GoldTrust |
| HAL | Halliburton Company |
| HE | Hawaiian Electric Industries Inc. |
| HLF | Herbalife Nutrition Ltd. |
| HLT | Hilton Worldwide |
| HON | Honeywell International Inc. |
| HPQ | HP Inc. |
| HRG | Harbinger Group Inc. |
| HSY | The Hershey Company |
| HUM | Humana Inc. |
| IBM | International Business Machines Corporation |
| ICE | IntercontinentalExchange Inc. |
| IEP | Icahn Enterprises L.P. |
| IFN | India Fund Inc. |
| IGTE | iGATE Corporation |
| IMOS | ChipMOS TECHNOLOGIES (Bermuda) LTD. |
| INAP | Internap Network Services Corporation |
| INFA | Informatica Corporation |
| INTC | Intel Corporation |
| IOC | InterOil Corporation |
| IPO | Renaissance IPO ETF |
| ISSI | Integrated Silicon Solution, Inc. |
| JASO | JA Solar Holdings, Co., Ltd. |
| JNJ | Johnson & Johnson |
| JNS | Janus Capital Group Inc. |
| JPM | JPMorgan Chase & Co. |
| KCLI | Kansas City Life Insurance Company |
| KHC | Kraft Heinz Company, The |
| KKR | KKR & Co. L.P. |
| KMI | Kinder Morgan Inc. |
| KO | The Coca-Cola Company |
| KR | Kroger Co. |
| KRE | SPDR KBW REGIONAL BNKNG |
| KTF | DWS Municipal Income Trust |
| LB | L Brands, Inc. |
| LBTYK | Liberty Global Inc. Class C Shares |
| LF | LeapFrog Enterprises Inc. |
| LO | Lorillard Inc. |
| LORL | Loral Space and Communications, Inc. |
| LQDT | Liquidity Services, Inc. |
| LRE | LRR Energy L.P. |
| LULU | lululemon athletica inc. |
| M | Macy's Inc. |
| MAR | Marriott International Inc. |
| MAV | Pioneer Municipal High Income Advantage Trust |
| MBLY | Mobileye NOW INTC OWNED |
| MCD | McDonald's Corporation |
| MDLZ | Mondelez International, Inc. |
| MDVN | Medivation Inc. |
| MEG | Media General |
| META | Meta Platforms, Inc. (Formerly Facebook, Now META)) |
| MMM | 3M Company |
| MO | Altria Group Inc. |
| MON | Monsanto Company |
| MSFT | Microsoft Corporation |
| MSG | The Madison Square Garden Company |
| MSO | Martha Stewart Living Omnimedia Inc. |
| MU | Micron Technology Inc. |
| MYL | Mylan Inc. |
| N | NetSuite Inc. |
| NERO | NeuroMama, Ltd. |
| NFLX | Netflix Inc. |
| NKA | Niska Gas Storage Partners LLC |
| NOK | Nokia Corporation |
| NPSNY | NASPERS LTD # |
| NRO | Neuberger Berman Real Estate Securities Income Fund Inc |
| NXRT | NexPoint Residential Trust, Inc. |
| NYRT | New York REIT |
| OA | Orbital ATK |
| OBAF | OBA Financial Services Inc |
| ON | ON Semiconductor Corp. |
| OPK | OPKO Health Inc. |
| ORB | Orbital Sciences Corporation |
| ORCL | Oracle Corporation |
| OSHC | Ocean Shore Holding Co. |
| OUTD | Outdoor Channel Holdings Inc. |
| OVTI | OmniVision Technologies Inc. |
| OWW | Orbitz Worldwide Inc. |
| P | Pandora Media Inc. |
| PEP | PepsiCo Inc. |
| PFE | Pfizer Inc. |
| PFLT | PennantPark Floating Rate Capital Ltd |
| PG | Procter & Gamble Co. |
| PLCM | Polycom Inc. |
| PMCS | PMC - Sierra Inc. |
| PNK | Pinnacle Entertainment Inc. |
| POM | Pepco Holdings Inc. |
| POZN | Pozen Inc. |
| PPG | PPG Industries Inc. |
| PPO | Polypore International Inc. |
| PRE | Prenetics Global Limited |
| PRGO | Perrigo Company |
| PRXI | Premier Exhibitions Inc. |
| PSCF | PowerShares S&P SmallCap Financials Portfolio |
| PSHZF | PERSHING SQUARE HLDGS LTD |
| PYPL | PayPal Holdings, Inc. |
| QABA | First Trust NASDAQ ABA Community Bank Index Fund |
| QCOM | QUALCOMM Incorporated |
| QLTI | QLT Inc. |
| QQQ | PowerShares QQQ Trust Series 1 |
| RACE | Ferrari N.V. |
| RAD | Rite Aid Corporation |
| RAI | Reynolds American Inc. |
| RDI | Reading International Inc - Class A Non |
| RHDGF | RETAIL HOLDINGS N.V. |
| RKUS | Ruckus Wireless, Inc. |
| RLYP | Relypsa, Inc. |
| RNF | Rentech Nitrogen Partners L.P. |
| RUE | Rue21 Inc |
| RUSS | Direxion Daily Russia Bear 3x Shares |
| RVP | Retractable Technologies, Inc |
| SAEX | SAExploration Holdings, Inc. |
| SCO | ProShares UltraShort DJ-AIG Crude Oil |
| SHLD | Sears Holdings Corporation |
| SHPG | Shire PLC |
| SHW | Sherwin Williams Co. |
| SIRI | Sirius XM Holdings Inc. |
| SLH | Solera Holdings Inc. |
| SLIM | The Obesity ETF |
| SLXP | Salix Pharmaceuticals, Ltd. |
| SNAP | Snap Inc. |
| SNE | Sony Corporation |
| SNY | Sanofi |
| SODA | SodaStream International Ltd. |
| SPLS | Staples Inc. |
| SPY | SPDR S&P 500 |
| STJ | St. Jude Medical Inc. |
| STRZA | Starz |
| SUNEQ | SunEdison, Inc. |
| SWY | Safeway Inc. |
| SXRZF | URANIUM ONE INC |
| SYT | Syngenta AG |
| T | AT&T Inc. |
| TE | TECO Energy Inc. |
| TEG | Integrys Energy Group Inc. |
| TEX | Terex Corporation |
| TFCVX | Third Avenue Focused Credit Fund - Investor Cl |
| TGT | Target Corporation |
| TIME | Time Inc. |
| TMF | Direxion Daily 30Y T |
| TMUS | T-Mobile US, Inc. |
| TRNC | tronc, Inc. |
| TSLA | Tesla Motors Inc. |
| TWC | Time Warner Cable Inc. |
| TWTR | Twitter Inc |
| TWX | Time Warner Inc. |
| TYC | TYCO International Ltd. |
| UAA | Under Armour Inc. |
| UBAAF | URBANA CORP |
| UL | Unilever Plc |
| UN | Unilever N.V. |
| UNH | UnitedHealth Group Inc. |
| V | Visa Inc. |
| VA | Virgin America Inc |
| VAL | The Valspar Corporation |
| VDIGX | Vanguard Dividend Growth Fd |
| VIA | Viacom Inc. |
| VIAB | Viacom Inc. |
| VNQ | Vanguard REIT ETF |
| VRX | Valeant Pharmaceuticals International Inc. |
| VTSMX | Vanguard Index Trust Total Stock Mkt Index Fund |
| VXX | iPath S&P 500 VIX Short-Term FuturesTM ETN |
| VZ | Verizon Communications |
| WDC | Western Digital Corporation |
| WFC | Wells Fargo & Co. |
| WISKF | WEISS KOREA OPTY FUND GBP-ACC |
| WMB | Williams Companies Inc |
| WMT | Wal-Mart Stores Inc. |
| WPZ | Williams Partners L.P. |
| WTW | Weight Watchers International Inc. |
| WWE | World Wrestling Entertainment Inc. |
| WX | WuXi PharmaTech Inc. |
| WY | Weyerhaeuser Co. |
| XIV(Retired) | Retired Feb.; 2018-VELOCITYSHARES DAILY INVERSE |
| XOM | Exxon Mobil Corporation |
| XRT | SPDR S&P RETAIL ETF |
| YINN | Direxion Daily China 3x Bear |
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Work Experience
| Partner | |
| Rangeley Capital | |
| January 2008 - Present (15 years 7 months) | |
| Rangeley Capital is the top performing event driven fund over the past five years. |
| Analyst | |
| Swidler Berlin Shereff Friedman, LLP | |
| 1999 - 2002 (3 years 5 months) |
Education
| The College of William & Mary | |
| BA Government | |
| 1995 / 1999 | |
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| The #1 Stock In The World | |
| Chris DeMuth Jr | |
| Seeking Alpha | |
| 06/08/2015 | |
|
4x the S&P 500 returns since inception. Durably exploits a non-economic affinity for low volatility. This has been my #1 favorite stock in the world for almost 5 years. |
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