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Value Situations
Value Situations in Public Equities
By Conor Maguire · Hundreds of paid subscribers
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Weekly Bulletin #23
TAM-Out Time & the Precarity of Supply
Conor Maguire
9
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Weekly Bulletin #23
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Gas Panic!
A deeply undervalued post-spin off play on energy security and the energy transition offering ~150% upside
Conor Maguire
Jul 29
4
2
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Gas Panic!
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Weekly Bulletin #22
PE Betting On Stagflation | Fink On Food Prices | Saipem Sell-Down
Conor Maguire
Jul 21
10
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Weekly Bulletin #22
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Weekly Bulletin #21
Inflation, Recession & Commodities | Special Situation Opportunities
Conor Maguire
Jul 14
10
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Weekly Bulletin #21
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Weekly Bulletin #20
Commodities Rolling Over Into A Recession? | Klarman Interview
Conor Maguire
Jul 8
6
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Weekly Bulletin #20
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Q2 2022 Situation Review
End of Quarter Review
Conor Maguire
Jul 7
2
2
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Q2 2022 Situation Review
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Weekly Bulletin #19
Market Valuation & Recessionary Rhymes | Essentra Plc | High Yield Credit Spreads
Conor Maguire
Jun 30
8
1
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Weekly Bulletin #19
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Weekly Bulletin #18
ATOS split | Druckenmiller, Inflation and Bankruptcies
Conor Maguire
Jun 22
6
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Weekly Bulletin #18
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