Value Situations | Conor Maguire | Substack

TAM-Out Time & the Precarity of Supply

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A deeply undervalued post-spin off play on energy security and the energy transition offering ~150% upside

Jul 29

PE Betting On Stagflation | Fink On Food Prices | Saipem Sell-Down

Jul 21

Inflation, Recession & Commodities | Special Situation Opportunities

Jul 14

Commodities Rolling Over Into A Recession? | Klarman Interview

Jul 8

End of Quarter Review

Jul 7

Market Valuation & Recessionary Rhymes | Essentra Plc | High Yield Credit Spreads

Jun 30

ATOS split | Druckenmiller, Inflation and Bankruptcies

Jun 22

Value Situations

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