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Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17

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Content provided by Inside Arbitrage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside Arbitrage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may also recognize Chris from his fitness subtract Vale Tudo or his various appearances on Andrew Walker’s Yet Another Value Podcast.

Our conversation with Chris spanned multiple fascinating topics – ranging from investing philosophies, portfolio sizing, merger arbitrage, understanding risk, busted biotechs, fitness achievements, and so much more. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well.

Check out InsideArbitrage here: https://www.insidearbitrage.com/

Check out Chris DeMuth Jr.’s here: https://seekingalpha.com/author/chris-demuth-jr

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 480700438 series 3637844
Content provided by Inside Arbitrage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside Arbitrage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may also recognize Chris from his fitness subtract Vale Tudo or his various appearances on Andrew Walker’s Yet Another Value Podcast.

Our conversation with Chris spanned multiple fascinating topics – ranging from investing philosophies, portfolio sizing, merger arbitrage, understanding risk, busted biotechs, fitness achievements, and so much more. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well.

Check out InsideArbitrage here: https://www.insidearbitrage.com/

Check out Chris DeMuth Jr.’s here: https://seekingalpha.com/author/chris-demuth-jr

  continue reading

17 episodes

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