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March 08, 2021
Chris DeMuth Jr
, Rangeley Capital
I am just a fellow looking for an edge.
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SPAC Pair Trade
Short the SPAK SPAC ETF.
Long the first public quantum company.
Low risk / high potential reward.
Read here.
Disclosures
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More from Chris DeMuth Jr
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Chris DeMuth Jr
,
Rangeley Capital
Buzz And Buzzless
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Dave Portnoy has put on a suit. Is now the right time for BUZZ, the VanEck Vectors Social Sentiment ETF? Buzzless: if not BUZZ, then what?
Mar 08, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Today's Best SPAC: DMY IV
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$300 million dMY Technology Group, Inc. IV (DMYQ.U) trades for the first time on Friday, March 5, 2021. When you buy a unit, you get a share of equity, upside in the form of a fifth of a warrant that you can exercise later for $11.50.
Mar 05, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Hedges For 2021's Reopening
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This isn’t calling the top. This isn’t a bearish bet. This is a recognition that the best time to have the most liquidity is when others don’t.
Mar 04, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Sell Your Tilray
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If you own Tilray (TLRY), sell it or buy write it and flip the exposure into Aphria (APHA) for a better risk:reward. If you’re looking for more cannabis exposure, buy Silver Spike II when it becomes available later this month.
Feb 11, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Striking Silver
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Buy PAASF. Wait. Don’t (here or ever) bet what you can’t lose ‘cause you might, but it is worth over 80% more than it costs and offers a 2x – 4x return over the next 8 years or less.
Feb 01, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Clean Energy Pivot Bonanza For Alussa SPAC
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In SPACs' $40 Trillion ESG TAM, I describe why ESG is one of my favorite categories for SPAC targets. This is today’s best new SPAC deal for exploiting that massive opportunity.
Jan 29, 2021
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Chris DeMuth Jr
,
Rangeley Capital
A Double And The Next Danimer
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Buy ANDAR and their snacks today; buy LOKM.U when it IPOs.
Jan 29, 2021
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Chris DeMuth Jr
,
Rangeley Capital
SPAC Action This Day: Softbank’s SVF
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$525 million SVF Investment Corp. (SVFAU) is Softbank’s SPAC. It will start trading on the Nasdaq (QQQ) today, Friday, January 8, 2021.
Jan 08, 2021
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Chris DeMuth Jr
,
Rangeley Capital
VectoIQ Acquisition Corp. II
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$300 million VectoIQ Acquisition Corp. II (VTIQU) is their second SPAC. It will start trading on the Nasdaq (QQQ) today, Thursday, January 7, 2021.
Jan 07, 2021
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Chris DeMuth Jr
,
Rangeley Capital
SPAC Action This Day: Star Peak II
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How do you sort through the opportunities in today's SPAC boom? Amidst hundreds of choices, I highlight just one new SPAC opportunity each day. Follow me to get them directly in your inbox. Join StW to keep getting this content after this month.
Jan 06, 2021
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Chris DeMuth Jr
,
Rangeley Capital
3 Hacks: Bitcoin, S&P, And JETS
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Here is my shortest, simplest explanation for how you can exploit this year’s ETF opportunities for profit.
Jan 06, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Best Idea For 2021
SuRo (SSSS) is an internally managed BDC that invests in pre-IPO tech companies. In general, BDC’s are valued on a P/NAV (net asset value) multiple. SSSS’s last NAV was $12.46/share (reported 9/30/20); since then, they paid three dividends.
Jan 04, 2021
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Chris DeMuth Jr
,
Rangeley Capital
Top Bitcoin and SPAC Bets For 2021
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Personally, Bitcoin (BTC-USD) was my biggest winner over the past year and decade. Currencies have a network effect such that my biggest cryptocurrency exposure has always been in the biggest cryptocurrency.
Jan 04, 2021
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Chris DeMuth Jr
,
Rangeley Capital
100% Upside For 2021's Best SPAC
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2021's best SPAC idea is AerSale (ASLE).
Jan 04, 2021
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Chris DeMuth Jr
,
Rangeley Capital
3 Best Forever Stocks For 2021
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Want a taste of what StW members get? Here’s 1/2 of their morning update.
Dec 31, 2020
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Chris DeMuth Jr
,
Rangeley Capital
10 Questions For 2020
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I started the year with ten questions for myself and others. What is overvalued and undervalued? How can we best spot the difference and exploit it? Click here to continue reading...
Dec 25, 2020
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Chris DeMuth Jr
,
Rangeley Capital
Counting Down To Midnight
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I have an almost perfect record in sabrage, one of my favorite party tricks. My son is a fencer and we both like swords, so I’m always eager to pull one from the wall and knock off the top of a champagne bottle at a party.
Dec 24, 2020
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Chris DeMuth Jr
,
Rangeley Capital
The #1 SPAC In History
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In the history of SPACs, the top performing deSPACed equity is QuantumScape (QS), formerly Kensington Capital Acquisition Corp. (nee KCAC). For $10, IPO subscribers received a unit consisting of a stock and a half of a warrant.
Dec 10, 2020
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Chris DeMuth Jr
,
Rangeley Capital
2 Stocks You Gotta Buy
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Literally, if you, like many investors, own the S&P 500 (SPY) via an index fund or ETF, you have to buy it. And you’ll do so all at once on Friday December 18th at 4 PM.
Dec 03, 2020
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Chris DeMuth Jr
,
Rangeley Capital
Beyond Beyond Meat
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New flavor, new cooking instructions, and new guidance (something must have been terribly wrong with the previous flavor, cooking instructions, and guidance). The new guidance is.. no guidance on Q4 and the fiscal year.
Nov 11, 2020
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Chris DeMuth Jr
,
Rangeley Capital
3 Goldilocks Plays For A World After Trump And Covid
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Two macro risks threatened my portfolio – political chaos or radicalism and the Covid pandemic. Both had major steps towards resolution over the past few days. That leaves three of my exposures – EBC, FRG, and MNCL – in a far better position.
Nov 10, 2020
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Chris DeMuth Jr
,
Rangeley Capital
Hidin’ from Biden
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Not necessarily private island rich or yacht rich or jet rich or even parking spot in Manhattan rich. But in “only the rich are about to get a big tax hike” rich: you’re rich.
Oct 26, 2020
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Chris DeMuth Jr
,
Rangeley Capital
Why Did Eastern Just Pop 25%?
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It is a great place in line – ahead of most of the sell-side coverage, a favorable political environment, Russell- dividend- S&P- and ESG-driven demand that could gobble up over 20% of the float, and share buybacks.
Oct 22, 2020
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Chris DeMuth Jr
,
Rangeley Capital
The ESG Bank: Eastern Bancorp
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The potential for ESG investors, the passive money and index dynamics, the incredibly cheap valuation, and the fact that this is one of the highest quality banks in the country make it an exciting opportunity for 75% of TBV. It is worth over $16.
Oct 19, 2020
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