Director of Research, Pineal Capital Management. Formerly author of Value Situations newsletter. NOT investment advice, for info purposes only.
Dublin, Ireland
Joined October 2018
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After being quiet on X for some time, I'm pleased to return to public posting to highlight our thesis on $PRKS 👇
$TDOC thesis continues to play out - a very misunderstood set-up 👇
$TDOC released Q2 results post-market close y/day, and while much of analysts’ focus will inevitably be on reduced headline revenue guidance for FY26 attributable to further deterioration in BetterHelp cash -pay revenues, this continues to miss the core thesis in our view - 👇🧵
Conor Maguire | Value Situations retweeted
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-…
Excellent discussion, recommended listening - always great insights from the Seawolf team
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…
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/…
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.
Value Situations - Announcement
Newsletter Status Update 👇
valuesits.substack.com/p/val…
Another great piece from @hkuppy - some much needed perspective amid current AI-driven market insanity.... recommended reading !👇
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 !
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!
👀 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…
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 -
Great list from @ideahive - and thanks for including me among such esteemed company ! 🙏
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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 👇
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…
For those that missed it, I published my latest equity idea earlier today, an interesting inflection situation also with a potential event angle 👇
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…
Conor Maguire | Value Situations retweeted
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…
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…