Value Situations

Value Situations

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A PGMs Situation Starting to Shine
Catalysts starting to play out for a Value Sits Model Portfolio name.
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Conor Maguire
Wind of Change
A deeply-discounted "event-in-waiting" situation offering a ~18% cash yield and ~60%+ upside.
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Conor Maguire
Where Are We & What To Do?
Between a bull and a bear market, and the Lesson of Buffett according to Michael Burry.
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Conor Maguire
A Copper-Bottomed Situation
An overlooked copper play critical to European defence and infrastructure offering ~70%+ upside.
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Conor Maguire
2
A Tariff-ic Set-Up?
A Value Sits Portfolio name that could benefit from Trump's tariffs.
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Conor Maguire
4
An Explosive Situation
An asymmetric special situation and growth play on the European defence sector offering 40% - 100%+ upside.
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Conor Maguire
2
Dalata Hotel Group: Check-Out Time?
Dalata now in play after announcement of strategic review; potential upside of 80%+
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Conor Maguire
4
Value Situations
Value Situations
Value Situations in Public Equities
Recommendations
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Trader Ferg
Trader Ferg
Ferg
Herb Greenberg | On the Street
Herb Greenberg | On the Street
Herb Greenberg
ToffCap
ToffCap
ToffCap
Behind the Balance Sheet
Behind the Balance Sheet
Stephen Clapham
Financials Unshackled - by John Cronin at SeaPoint Insights
Financials Unshackled - by John Cronin at SeaPoint Insights
John Cronin

Value Situations

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