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Value Situations - Announcement
Newsletter Status Update
Sep 3, 2025
•
Conor Maguire
12
2
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Chemical Warfare
A unique and out-of-favour chemicals producer with multibagger upside potential.
Jul 25, 2025
•
Conor Maguire
10
2
2
Data Scrub
A busted merger arb play in the data analytics sector offering 70% - 149% upside.
Jun 30, 2025
•
Conor Maguire
5
5
3
A PGMs Situation Starting to Shine
Catalysts starting to play out for a Value Sits Model Portfolio name.
May 29, 2025
•
Conor Maguire
5
1
Wind of Change
A deeply-discounted "event-in-waiting" situation offering a ~18% cash yield and ~60%+ upside.
May 22, 2025
•
Conor Maguire
3
2
Where Are We & What To Do?
Between a bull and a bear market, and the Lesson of Buffett according to Michael Burry.
May 16, 2025
•
Conor Maguire
7
2
A Copper-Bottomed Situation
An overlooked copper play critical to European defence and infrastructure offering ~70%+ upside.
Apr 29, 2025
•
Conor Maguire
4
2
3
A Tariff-ic Set-Up?
A Value Sits Portfolio name that could benefit from Trump's tariffs.
Apr 4, 2025
•
Conor Maguire
2
4
1
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Value Situations
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