Value Situations | Conor Maguire | Substack

A 3-In-1 Quick Sit Idea - Takeover Target, Activist Situation & Energy/Materials Play All In One Name

Mar 7

New Top Community

Updates on previously published ideas in the commodities and industrials/real estate-related spaces.

Feb 23

A leading serial acquirer & "Buffett" stock down ~40%, now a watchlist quality-value situation

Feb 13

Latest thoughts on DOLE following sale of Fresh Vegetables division

Feb 8

Learning from a bargain situation I passed on in 2022

Jan 17

Changes to the newsletter for 2023.

Jan 12

End of Year Review & Thoughts for 2023

Jan 6

A strategically valuable, global fertiliser business trading at a ~34% FCF Yield and a ~57% discount to replacement value, offering 120% upside.

Dec 20, 2022

Value Situations

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