Value Situations
Subscribe
Sign in
Home
Archive
About
The Clues Are There
A 3-In-1 Quick Sit Idea - Takeover Target, Activist Situation & Energy/Materials Play All In One Name
Conor Maguire
Mar 7
12
Share this post
The Clues Are There
valuesits.substack.com
Copy link
Twitter
Facebook
Email
New
Top
Community
Two Idea Updates
Updates on previously published ideas in the commodities and industrials/real estate-related spaces.
Conor Maguire
Feb 23
11
Share this post
Two Idea Updates
valuesits.substack.com
Copy link
Twitter
Facebook
Email
Roll Up, Roll Up!
A leading serial acquirer & "Buffett" stock down ~40%, now a watchlist quality-value situation
Conor Maguire
Feb 13
13
Share this post
Roll Up, Roll Up!
valuesits.substack.com
Copy link
Twitter
Facebook
Email
Dole Plc: Finally Starting to Ripen?
Latest thoughts on DOLE following sale of Fresh Vegetables division
Conor Maguire
Feb 8
15
2
Share this post
Dole Plc: Finally Starting to Ripen?
valuesits.substack.com
Copy link
Twitter
Facebook
Email
The 2x Quick Sit That Got Away
Learning from a bargain situation I passed on in 2022
Conor Maguire
Jan 17
14
3
Share this post
The 2x Quick Sit That Got Away
valuesits.substack.com
Copy link
Twitter
Facebook
Email
Improving Value Situations
Changes to the newsletter for 2023.
Conor Maguire
Jan 12
15
Share this post
Improving Value Situations
valuesits.substack.com
Copy link
Twitter
Facebook
Email
2022 Review & 2023 Outlook
End of Year Review & Thoughts for 2023
Conor Maguire
Jan 6
17
2
Share this post
2022 Review & 2023 Outlook
valuesits.substack.com
Copy link
Twitter
Facebook
Email
A Fertile Value Situation
A strategically valuable, global fertiliser business trading at a ~34% FCF Yield and a ~57% discount to replacement value, offering 120% upside.
Conor Maguire
Dec 20, 2022
11
1
Share this post
A Fertile Value Situation
valuesits.substack.com
Copy link
Twitter
Facebook
Email
See all
Value Situations
Subscribe
About
Archive
Sitemap
Share this publication
Value Situations
valuesits.substack.com
Copy link
Twitter
Facebook
Email
Value Situations
Value Situations in Public Equities
By Conor Maguire
· Over 6,000 subscribers
Subscribe
No thanks
By registering you agree to Substack's
Terms of Service
, our
Privacy Policy
, and our
Information Collection Notice
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts