Value Situations
Conor MaguireValue Situations in Public Equities
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 141 |
| Subscribers | Read | valuesits.substack.com |
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| #239 | |
| #94 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Ground and Pounds
A specialist contractor trading at a significant discount to peers and offering 85%+ upside.
Cementing Value
An asymmetric post-spin off situation offering 50% - 100%+ upside.
Tactical Commodities Basket - Stock #10
A commodity player that offers attractive exposure to a range of essential commodities / Concluding thoughts on the Basket project.
Tactical Commodities Basket - Stock #9
My preferred play on coal for inclusion in the Tactical Commodities Basket.
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Authors
The writers behind this newsletter.
Value Situations in Public Equities @ValueSituations
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