Guest Interview, Conor Maguire at Value Situations
Edition 28
I first met Conor, the author of Value Situations, sometime in the middle of 2021. We hopped on a Zoom call to introduce one another, and discuss (amongst other things), the investment process and the act of writing a newsletter. It soon became pretty clear that Conor (great name) has a wealth of experience married with an interesting history across private and public markets.
I have long enjoyed his writings, which focus on valuation, asymmetry, catalysts, and downside protection because he oft covers names that are far outside of my own wheelhouse. Conor is an industry professional, sharing thoughtful, high conviction ideas, in a format that is succinct and free from waffle. It’s also free of charge to subscribe. Readers will know that I love sharing high-quality work in this newsletter and, in this discussion, I hope that it highlights why Value Situations should be a part of your own newsletter stack.