Value Situations
Subscribe
Sign in
Home
Archive
About
A Wooden Spoon?
From live takeover target to busted arb situation.
May 19
•
Conor Maguire
9
1
Share this post
A Wooden Spoon?
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
New
Top
Community
Model Portfolio Update
Increasing one position and adding a new name.
May 14
•
Conor Maguire
18
Share this post
Model Portfolio Update
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
Breaking Bayer
A Break-Up of Bayer Could Unlock ~85%+ Upside
Apr 20
•
Conor Maguire
18
4
Share this post
Breaking Bayer
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
Q1 2023 Model Portfolio Review
Model Portfolio +10.8% in Q1, outperforming S&P 500 & STOXX 600
Apr 7
•
Conor Maguire
9
7
Share this post
Q1 2023 Model Portfolio Review
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
More Clues & Now A New Position
Adding a new position to the Model Portfolio
Mar 22
•
Conor Maguire
15
2
Share this post
More Clues & Now A New Position
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
The Clues Are There
A 3-In-1 Quick Sit Idea - Takeover Target, Activist Situation & Energy/Materials Play All In One Name
Mar 7
•
Conor Maguire
12
2
Share this post
The Clues Are There
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
Two Idea Updates
Updates on previously published ideas in the commodities and industrials/real estate-related spaces.
Feb 23
•
Conor Maguire
11
Share this post
Two Idea Updates
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
Roll Up, Roll Up!
A leading serial acquirer & "Buffett" stock down ~40%, now a watchlist quality-value situation
Feb 13
•
Conor Maguire
14
Share this post
Roll Up, Roll Up!
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
See all
Value Situations
Value Situations in Public Equities
Subscribe
Value Situations
Subscribe
About
Archive
Sitemap
Share this publication
Value Situations
valuesits.substack.com
Copy link
Linkedin
Facebook
Email
Notes
Value Situations
Value Situations in Public Equities
By Conor Maguire
· Over 7,000 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