Conor Maguire | Value Situations on X
After being quiet on X for some time, I'm pleased to return to public posting to highlight our thesis on $PRKS 👇 https://t.co/vjzhqA7Mx1
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Conor Maguire | Value Situations
Everything we have picked from this writer, newest first.
Conor Maguire | Value Situations on X
$TDOC thesis continues to play out - a very misunderstood set-up 👇 https://t.co/QjOxSu4WZ2
Conor Maguire | Value Situations on X
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 👇 https://t.co/3kyp2k7VWl https://t.co/Kjp3Hlssgb
Conor Maguire | Value Situations on X
Value Sits name $BG up another +6% today, as market starts to price in the transformative #Viterra acquisition.. https://t.co/SsAL2gOw6A https://t.co/wwN5ZUrkYz
Conor Maguire | Value Situations on X
Another positive update for the Value Sits Model portfolio with the news that the $BG acquisition of #Viterra has received approval in China; $BG up +7% today, while mkt down- another example of benefits of idiosyncratic/event situations https://t.co/p76gcFbQBu
Conor Maguire | Value Situations on X
More event-driven news for another Value Sit Portfolio name this AM, with Dalata $DHG $DAL #DHG #DAL up ~3.7% on news of take-private bid ... https://t.co/iYj58zAdn4 https://t.co/zuNEdRJLnI
