Value Situations in Public Equities. Ex-PE / Special Sits investor. NOT investment advice, for info purposes only, do your own DD
Joined October 2018
- Tweets 4,833
- Following 1,370
- Followers 14,630
- Likes 6,524
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25 Jul 2025
Latest Value Sits idea just published -
Chemical Warfare -
A unique and out-of-favour chemicals producer with multibagger upside potential.
valuesits.substack.com/p/che…
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Conor Maguire | Value Situations retweeted
2 Dec 2025
Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules.
Available on Apple Podcasts, Spotify, Amazon Music, YouTube and others
pushkin.fm/podcasts/against-…
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2 Oct 2025
Excellent discussion, recommended listening - always great insights from the Seawolf team
20 Sep 2025
This week @kevinmuir & @PatrickCeresna welcome, Vincent Daniel & Porter Collins @Seawolfcap @VD718 . They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.
youtube.com/watch?v=LRQkd2ud…
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10 Sep 2025
Another bullish development for #uranium ...
EU entitled to include gas and nuclear energy in its green rulebook allowing the technologies to tap subsidies and cheaper finance, the bloc’s second highest tribunal ruled
cc: @Seawolfcap @VD718 @dmoses34
bloomberg.com/news/articles/…
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3 Sep 2025
Update on Value Situations
Further to my update to subscribers today, I am excited to announce that I am joining a fundamental equity hedge fund off the back of writing Value Situations. As such, the newsletter is going on hiatus indefinitely and I will not be publishing any ideas for the foreseeable future.
Thank you to all readers and subscribers for your support, encouragement, engagement and messages over the years, it has been a labour of love writing Value Situations and sharing my ideas.
I’m also grateful for the incredible network of friends and fellow investors that the newsletter has allowed me to build.
I’ll still maintain a presence here on X, and hope to stay in touch with many of you, but for obvious compliance reasons going forward I will not be posting about stocks.
Best,
Conor.
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3 Sep 2025
Value Situations - Announcement
Newsletter Status Update 👇
valuesits.substack.com/p/val…
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27 Aug 2025
Another great piece from @hkuppy - some much needed perspective amid current AI-driven market insanity.... recommended reading !👇
I can’t take it anymore. Finally time to say what I really think about the AI bubble…👇
(Subscribe on my site, and never miss another posting.)
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27 Aug 2025
Excited to read WAWD, the new Substack from @dmoses34 @VD718 & @Seawolfcap - their insightful podcast discussions over the years have been "must-listen" episodes, so no doubt their newsletter will be essential reading too! Great work guys !
25 Aug 2025
Excited to announce the launch of the "What Are We Doing?" (WAWD) newsletter on @substack; @VD718 @Seawolfcap & myself enjoy talking about the markets, so we figured we would write about them as well: whatarewedoingonthedesk.subs…
Launching "The Friday Night Dirty" podcast with it!
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24 May 2024
👀 Latest Value Situations idea just published - a NEW CONVICTION idea:
Rock Solid Value
An overlooked materials business offering a prospective 20% FCFE yield and 150% upside.
valuesits.substack.com/p/roc…
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31 Jul 2025
Taking a victory lap on $MRL.LN this evening, after exiting my position before market close; nice to see this original break-up/takeover situation play out (given some of my other ones have not !) - a 42% IRR / 1.57x MOIC over 20.5 month investment hold since inception -
5 Jun 2025
Busy week on event-driven front for me w/ confirmation of a bid for Value Sits name $MRL.LN #MRL, cash-&-stock offer worth £4.66 from Mitie Group Plc #MTO $MTO.LN... I had expected £5 so seems a little underwhelming, implies 10x LTM EBITDA; stock up another 8% this AM
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31 Jul 2025
- inclusive of a special dividend distribution following the sale of its GRC assets and the spin-off of the Optima Health business last year.
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29 Jul 2025
Great list from @ideahive - and thanks for including me among such esteemed company ! 🙏
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28 Jul 2025
For those that might have missed it, last Friday I published my latest equity idea; an out-of-favour chemicals name that is both a cyclical inflection play and a possible “event-in-waiting” situation - see below if this sounds of interest to you 👇
25 Jul 2025
Latest Value Sits idea just published -
Chemical Warfare -
A unique and out-of-favour chemicals producer with multibagger upside potential.
valuesits.substack.com/p/che…
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25 Jul 2025
For those that missed it, I published my latest equity idea earlier today, an interesting inflection situation also with a potential event angle 👇
25 Jul 2025
Latest Value Sits idea just published -
Chemical Warfare -
A unique and out-of-favour chemicals producer with multibagger upside potential.
valuesits.substack.com/p/che…
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Conor Maguire | Value Situations retweeted
25 Jul 2025
Latest Value Sits idea just published -
Chemical Warfare -
A unique and out-of-favour chemicals producer with multibagger upside potential.
valuesits.substack.com/p/che…
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15 Jul 2025
As #copper industry execs talk of the greatest trade they've ever seen, its interesting to see that my recently published Euro-listed copper idea is the top performing name in the sector since I published it, alongside $FCX, --> $NDA $NDA.GR 👇
Trump's deadline for 50% copper tariffs signals the endgame for the most profitable trade that industry veterans have ever seen bloomberg.com/news/features/…
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15 Jul 2025
$NDA is up 22% since I published it just 2.5 months ago; for those that missed it, my write-up can be found here 👇x.com/ValueSituations/status…
29 Apr 2025
New idea just published -
A Copper-Bottomed Situation
An overlooked copper play critical to European defence and infrastructure offering ~70% upside.
valuesits.substack.com/p/a-c…
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4 Jul 2025
Latest Value Sits idea published this week for those that missed it 👇
30 Jun 2025
Latest Value Sits idea just published –
Data Scrub
A busted merger arb play in the data analytics sector offering 70% - 149% upside.
valuesits.substack.com/p/dat…
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