Value Situations

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A Wooden Spoon?
From live takeover target to busted arb situation.
 • 
Conor Maguire
1
Model Portfolio Update
Increasing one position and adding a new name.
 • 
Conor Maguire
April 2023
Breaking Bayer
A Break-Up of Bayer Could Unlock ~85%+ Upside
 • 
Conor Maguire
4
Q1 2023 Model Portfolio Review
Model Portfolio +10.8% in Q1, outperforming S&P 500 & STOXX 600
 • 
Conor Maguire
7
March 2023
More Clues & Now A New Position
Adding a new position to the Model Portfolio
 • 
Conor Maguire
2
The Clues Are There
A 3-In-1 Quick Sit Idea - Takeover Target, Activist Situation & Energy/Materials Play All In One Name
 • 
Conor Maguire
2
February 2023
Two Idea Updates
Updates on previously published ideas in the commodities and industrials/real estate-related spaces.
 • 
Conor Maguire
Roll Up, Roll Up!
A leading serial acquirer & "Buffett" stock down ~40%, now a watchlist quality-value situation
 • 
Conor Maguire
Dole Plc: Finally Starting to Ripen?
Latest thoughts on DOLE following sale of Fresh Vegetables division
 • 
Conor Maguire
2
January 2023
The 2x Quick Sit That Got Away
Learning from a bargain situation I passed on in 2022
 • 
Conor Maguire
3
Improving Value Situations
Changes to the newsletter for 2023.
 • 
Conor Maguire
2022 Review & 2023 Outlook
End of Year Review & Thoughts for 2023
 • 
Conor Maguire
2
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