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A Tariff-ic Set-Up?
A Value Sits Portfolio name that could benefit from Trump's tariffs.
 • 
Conor Maguire
4
An Explosive Situation
An asymmetric special situation and growth play on the European defence sector offering 40% - 100%+ upside.
 • 
Conor Maguire
2
Dalata Hotel Group: Check-Out Time?
Dalata now in play after announcement of strategic review; potential upside of 80%+
 • 
Conor Maguire
2
Ground and Pounds
A specialist contractor trading at a significant discount to peers and offering 85%+ upside.
 • 
Conor Maguire
Cementing Value
An asymmetric post-spin off situation offering 50% - 100%+ upside.
 • 
Conor Maguire
Tactical Commodities Basket - Stock #10
A commodity player that offers attractive exposure to a range of essential commodities / Concluding thoughts on the Basket project.
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Conor Maguire
Tactical Commodities Basket - Stock #9
My preferred play on coal for inclusion in the Tactical Commodities Basket.
 • 
Conor Maguire
2
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Value Situations
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Behind the Balance Sheet
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