Value Situations | Conor Maguire | Substack

A Precious Metals Toll Bridge

A royalty-like play on precious metals and other critical materials.

Apr 22 •

Q1 2024 Model Portfolio Review

Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions.

Apr 5 •

Value At The Coalface

An overlooked coal equity approaching an inflection point.

Mar 26 •

Marlowe Plc Unlocked

A re-evaluation of Marlowe Plc following announced disposal of GRC assets.

Feb 23 •

Updates on Two Portfolio Names

Latest thoughts on Bunge Global and OCI following recent earnings releases.

Feb 17 •

A BrAIk-Up Play

An activist/break-up situation that is also a back-door play on AI.

Feb 6 •

A Quick New Position Update

An opportunistic addition to the Model Portfolio

Jan 23 •

Model Portfolio return of +23.9% for 2023.

Jan 10 •

Value Situations

Value Situations

Value Situations in Public Equities

Value Situations

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