Value Situations

Conor Maguire
Value Situations in Public Equities
Created 04 May 2021
25
Posts
169
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146
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  • Essentra Plc: Breaking Up Is Not Hard To Do
    20 Dec 2021 • 13 min read • 7 0
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • A Milestone & Pantheon Resources Update
    13 Dec 2021 • 11 min read • 10 7
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • Dole Plc Update & a New Quick Idea
    06 Dec 2021 • 11 min read • 10 9
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • More Items of Interest
    23 Nov 2021 • 9 min read • 6 2
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • Items of Interest #2
    16 Nov 2021 • 12 min read • 5 1
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • Kenmare Resources Plc: Inflection Point
    09 Nov 2021 • 20 min read • 7 3
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • WeWork-ing IWG's Valuation
    26 Oct 2021 • 8 min read • 4 1
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • Revisiting US Silica
    19 Oct 2021 • 8 min read • 3 9
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
  • Willis Towers Watson PLC
    13 Oct 2021 • 22 min read • 7 2
    Welcome to the third Value Situations investment memo on my latest actionable public equity situation, Willis Towers Watson Plc, which I believe is fundamentally mispriced following the termination of...
  • End of Quarter Situation Review
    04 Oct 2021 • 14 min read • 9 7
    Disclaimer Value Situations is NOT investment advice and the author is not an investment advisor. All content on this website and in the newsletter, and all other communication and correspondence from...
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