Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his second appearance to share his thesis on Marlowe plc (LSE: MRL), provider of a broad range of compliance software and services in areas which pose a high risk for businesses.
For more information about Conor Maguire and Value Situations Substack: https://valuesits.substack.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:41] Overview and investing thesis on Marlowe plc (LSE: MRL
[13:49] $MRL's TIC segment - what is the catalyst here
[18:11] Potential bidders for TIC segment
[25:12] Management incentives
[30:58] Marlowe $MRL.L bear case
[40:58] FCF and $MRL.L moving forward
[47:24] Risk factors / what worries Conor about $MRL.L
[53:09] How does $MRL.L thesis fit Conor's overall investing framework?
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
