Value Situations
Conor MaguireValue Situations in Public Equities
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 109 | Subscribers | Read | valuesits.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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A royalty-like play on precious metals and other critical materials.
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Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions.
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An overlooked coal equity approaching an inflection point.
Marlowe Plc Unlocked
A re-evaluation of Marlowe Plc following announced disposal of GRC assets.
Authors
The writers behind this newsletter.
Value Situations in Public Equities more
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