So… what’s been happening to the Real Money Portfolio stocks this week? What else caught my eye? No transactions this week, but plenty of stuff to think about… Clean TeQ Holdings (CLQ.AX, CLQ.TO, CTEQF) announced a somewhat surprising equity raise a couple days ago. It seems inspired largely by urgency — they can’t really claim […]
For those who were interested in the spiel about Chris Mayer’s special “Skype Call” that I wrote about earlier in the week, I thought I’d loop around on that — yes, he was talking up the potential of mutual conversions (he usually calls them “thrift conversions”), and I actually listened to most of the presentation […]
“Real Money” portfolio with the Bonner family’s money, guided by the investment decisions from Chris Mayer — generally more conservative and longer-term than Chris Mayer’s Focus from the same publisher.
I’ve had a bunch of readers asking me to look at the ads for Chris Mayer’s new service, so that’s the plan today. We don’t usually see ads for newsletters that cite Stock Gumshoe, so that also helped catch my eye when I was browsing ads and deciding which teaser pitch to cover recently — […]
New investment advisory (2016) from Chris Mayer, investments Mayer recommends will be followed with real money from Bill Bonner and Mark Ford. Chris generally has a “value” focus and emphasized insider ownership, asset value, and strong and simple business models.
I always like reading Chris Mayer’s stuff — he often presents at the Value Investing Congress, he seems to be an interesting and low-key guy in person, and the ideas that are pitched by his various newsletters at Agora often catch my eye. They don’t always work out, of course, but every once in a […]
As most of the Irregulars know, I try to get to all of the Value Investing Congress conferences, and I share my thoughts and notes on many of the stocks (and often invest in a few, eventually). This time I was able to make it to town in time for the pre-conference Workshop, which involves […]
Before I get churning with this week’s Friday File, I want to take the opportunity to thank you, the Irregulars — and particularly the several new members we’ve had join up as Irregulars in the last few weeks — welcome to the club! Stock Gumshoe has always tried to balance how we do things, offering […]
Chris Mayer is an interesting newsletter guy, a former bank analyst who now writes a newsletter that is typically half looking for undervalued, boring stocks like banks and insurance companies and half looking for far riskier “hidden values” overseas in frontier markets. Or at least, that’s how it appears from the teaser pitches we see […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Chris Mayer is well known the mavens of Gumshoedom, not only because he has presented at the last two Value Investing Congresses but also because his publisher, Agora, has […]
We first heard the “Chaffee Royalty” pitched a little more than five years ago, back when Chris Mayer was touting the “next Franco-Nevada” with a pitch about passive mining royalties — and, as you’ve probably guessed if you’ve read this far, it’s baaaaack! The basic idea of royalty investments is familiar to most Gumshoe readers […]
Ed. note: Here is another installment from longtime reader Myron Martin. Myron has agreed to our trading restrictions (he won’t trade the stocks he mentions for three days), but we have not reviewed, approved or screened his stocks or ideas, and the opinions he expresses are solely his own. Myron’s past commentaries can be seen […]
Agora Financial has been trying to sell Chris Mayer’s Special Situations newsletter by pitching his “CPR Plan” — which is a strategy that he says he uses for 53% of his investing portfolio, and which has “NEVER lost money.” I generally have a fondness for Chris Mayer’s stuff — he gave a good presentation at […]
Chris Mayer, who we’ve covered from time to time as Agora has teased his letters, was the last presenter of the day. He talked about owner operators, which generally means “skin in the game” — founders, families, large investors. Owner operators have their wealth at risk, look for long term profits, it all makes perfect […]
Chris Mayer runs the Capital and Crisis newsletter, often looking for far-flung stocks or odd special situations, and he sometimes brings an interesting idea or two to us through his teaser pitches … so I thought we’d take a look at his latest idea today, a spiel about some stocks that you can buy and […]
Chris Mayer has a lengthy ad out now for his Special Situations newsletter, and in it he teases a handful of different ideas, from Mongolia to spin-off investing to S&L conversions … but there was one particular pitch in the ad that caught my eye. He says that he’s found a unique stock … and, […]
“… even with the ‘easy’ oil gone, you shouldn’t be surprised to hear more discoveries are coming online. Today I want to share with you a special way to profit from today’s newest oil finds. As you’ll see, it’s adventurous. Plus, it could be your way to profit from the next big find, before anyone […]
Today it’s time to come back to Chris Mayer, who’s teasing a small oil stock with a “magic drug” and that owns a massive $31.5 billion “oil bonanza” right here in the US of A. Sounds intriguing, right? Several of my readers thought so and passed it along, so let’s see if we can sleuthify […]
Here’s the latest pitch from Chris Mayer for his Mayer’s Special Situations newsletter: “It’s the ONE resource more precious than oil, natural gas or gold. Without it, China’s growth — and the world’s — will likely come to a screeching halt. “Read on to discover the ONE tiny penny stock that has the breakthrough technology […]
“The New Alaskan ‘Oil Gush’ Is Underway… “Forget the greedy oil tycoons of Iraq, Saudi Arabia and Iran… Forget the oil giants Exxon, BP and Chevron… “This Tiny Exploration Company could deliver you a quick and early retirement…” That’s the intro from Chris Mayer in our newest tease — he’s trying to recruit new subscribers […]
I hate to pick on Chris Mayer too much, as he seems a nice enough fella and has teased some useful investing ideas in the past — but so many of my readers are asking about this “Golden Staircase” stock that I felt compelled to sniff it out for you … And, yes, to listen […]
Given the massive mailing list reach of Agora, Chris’ publisher, you’ve almost certainly been sent this ad for his Mayer’s Special Situations newsletter — it’s all about a tiny stock (of course — they’re always tiny) that can make you massive gains by virtue of the oil they’re going to suck away from Iran’s massive […]
I don’t usually write about the same editor twice in one week, but in a land where ads like this hit my mailbox every day I can’t have any hard and fast rules along those lines … and I couldn’t resist taking a look at this latest ad from Chris Mayer, and again it’s for […]
Here’s how today’s ad opens: “The biggest opportunity of the new world economy… “‘Hard Luck’ Scheele’s Discovery Could Quadruple Your Money by July 14, 2010 “Every country in the developing world needs this 231-year-old discovery, but… “Only 10 companies in the world have it… “Only 3 of them are pure plays… “Only ONE can actually […]
Focuses on special situation investing — spinoffs, buybacks, etc. Ceased publication when Mayer moved to Bonner & Partners.
Edited by Chris Mayer, a stock picking newsletter that looks for undervalued and “hidden” stocks. Ceased publishing when Mayer left to write a couple new letters for Bonner & Partners.
[note: this older piece is from 2008, The “Chaffee Royalty” is being teased again in 2013 but it’s pointed at different stocks, you can see our updated take on the new version of the ad here.] If anyone was in danger of forgetting the “Chaffee Royalties” teaser ad for Chris Mayer’s Special Situations newsletter, the […]
“Using this three-step “paycheck portfolio” plan… tap into an endless stream of income, for as long as you’ll need it… starting with as many as 75 checks, sent automatically to your account.” Not bad, eh? That’s the tease from Chris Mayer and the Capital and Crisis newsletter from Agora (which is not to be confused […]
[note: this older piece is from 2008, The “Chaffee Royalty” is being teased again in 2013 but it’s pointed at different stocks, you can see our updated take on the new version of the ad here.] The people of Gumshoedom have spoken, and they have said, “what is this Chaffee Royalty thing?” This is one […]
This one comes in from Chris Mayer for his Capital & Crisis newsletter. Chris has brought us, via teaser email, several investing ideas over the past year — from one of many “next Berkshire Hathaway” picks (down about 15%) to an interesting under-the-radar natural gas company (up 75% or so). But this one actually includes […]
This one came in last week as an ad for Chris Mayer’s Special Situations Newsletter … he also writes the Capital and Crisis newsletter, and this is certainly a trend, hot newsletter editors creating “more exclusive” newsletters with higher prices that address smaller companies or unusual opportunities. I imagine the Capital and Crisis subscribers are […]
It should come as no surprise that after only a couple weeks of posting my teaser sleuthing on this site, I’m already on my second “next Berkshire Hathaway” — as I’ve written on my other blog several times, and been guilty of myself, the search for the next Warren Buffett is one of the most […]