Value Situations

Home
Archive
About
Bunge Jump Redux
Valuing the combined Bunge+Viterra business
 • 
Conor Maguire
New
Top
Community
A New Position & Updates On Some Names
New conviction position added to Model Portfolio, plus some brief updates on other names.
 • 
Conor Maguire
1
A Case of Price/Value Non-Compliance
A potential break-up situation offering ~65% - 130%+ upside.
 • 
Conor Maguire
2
A Capital Return Story
Watchlist Idea: a unique O&G spin-off focused on capital allocation & returns.
 • 
Conor Maguire
1
Q2 2023 Model Portfolio Review
+3.0% in Q2 and +14.1% YTD
 • 
Conor Maguire
3
Value Driver
A market-leading auto parts spin-off offering up to ~140% upside.
 • 
Conor Maguire
5
A Wooden Spoon?
From live takeover target to busted arb situation.
 • 
Conor Maguire
4
Model Portfolio Update
Increasing one position and adding a new name.
 • 
Conor Maguire
Value Situations
Value Situations
Value Situations in Public Equities

Value Situations

AboutArchiveSitemap
© 2023 Conor Maguire | Value Situations
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing