Mayer’s Special Situations

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9 Comments on "Mayer’s Special Situations"

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sheeple123jump
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sheeple123jump
July 25, 2009 12:18 pm
Newsletter Title Chris Mayer’s Special Situations From Agora, this newsletter from Chris Mayer is very good in my opinion. Very well written,Chris appears to be insightful,and thoughtful, with a good understanding of global markets and he does due diligence on fundamentals,finding value investments,off the beaten path,based on an awareness of the big picture of the complex and distressing economy we are in…. investments he calls ‘special situations’, like a junior miner that is set to break out, or an oil company in kazakstan that sells to china…I like that kind of idea. or understanding the importance of the Water industry… Read more »
ernesto
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ernesto
April 5, 2010 8:27 am

Ok after sheeple`s seems there`s nothing to say but let me tell you that i`ve paid for around 42 publications and for two years his is the best,with a little of my own doings i`m up in every one,uncomon,rare but it`s a feast for my pocket and the best is that I guess that his choices will work in the comming years.
my only regret is I didn`t buy all of his picks

subscriber
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subscriber
October 20, 2010 1:47 pm
I am a subscriber to Mayer’s Special Situations,have been so for over a year, and I would have to give it mixed ratings. Here’s why. The newsletter is in a stage of change from last year …it is evolving, but in a choppy,naiive and uncentered way. Last year,Agora Financial wanted to take advantage of the popularity of BRIC investment themes and they came out with a BRIC newsletter they called ‘Bric by Bric’ (clever huh) It failed in the first month because the editor they contracted with (from India?) failed to get it going after the first month. But because… Read more »
sheeple123jump
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sheeple123jump
October 20, 2010 1:52 pm
I wrote an updated review today so I wont repeat myself. But my views have changed since the last year. I cant recommend this newsletter at this time. The focus has changed to one of finding investments in BRIC countries….but Mayer is not expert in these countries,and his recommendations have shown the weakness. Some recent China stock picks that proved fraudulent companies, is one example. He seems to have had to rely on the ‘expertise; of associates he knows who live and work in Asia…and their ‘knowledge ‘ wasnt any better. He went to Brazil to look for agriculture investments….right… Read more »
agnostic
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agnostic
February 9, 2011 4:41 pm
I’ve been reading this newsletter since its inception. Chris Mayer is a perceptive observer of the investment scene, with a background in banking and a strong bias toward value investing, buy-and-hold style. As the acid test for any investment advisor is always return relative to risk, here’s the record of the picks for this newsletter as I’ve recorded them over the four plus years it’s been in existence. I’ve recorded 79 picks (26 losers and the rest winners), 21 of which are still active. Five of these were made in the first year; two in the original issue. His average… Read more »
ogopogo007
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ogopogo007
February 10, 2011 12:59 am

I get this as part of Agora Financial Reserve
Some picks are pretty pricy or trade on Ozzie Exchanges..that I didn’t buy.
I’ve looked at the Turkey oil co a couple of times, freaking expensive for 2400 BOED….can buy CDN Co’s for much less market cap. Seems like there is a lot of expectation already built into SP here

Tom T.
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Tom T.
March 6, 2011 1:10 am

One of the better analysts out there. Talented at valuing companies. Sometimes you have to wait for the market but his record is good if you have that patience.

TomT
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TomT
May 13, 2011 5:37 pm

Chris is an ex-bank analyst that really can value a business.
His picks are based on these valuations and if you hold them long enough for the market to come around, you win. I think he has about 6-8 positions now over 100% gains, and he is seeing events, and concerns like the rest of us, therefore focused on Intl. and resource investments. If you can’t stand to hold them in a dip, then it may not work out for you.

ammonites
Irregular
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February 26, 2013 12:21 pm

An entertaining read for those looking for thrills and adventure. Chris Meyer’s valuation methods are sound, but the market doesn’t always agree. Mostly his picks do well. I have a golden rule never to pay more than $49 for a newsletter, so it’s out of my budget, but for the time I subscribed it was helpful.

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