Planet MicroCap Podcast | MicroCap Investing Strategies

Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter

Jan 15, 2025

Conor Maguire, Founder and Editor of the Value Situations Newsletter, shares his journey from accounting to a value investing focus on special situations. He discusses the importance of thorough research and strategies for navigating market mispricing, particularly in distressed investments. The conversation dives into challenges within the UK equity market, revealing opportunities in undervalued stocks. Maguire also emphasizes personal investment lessons from public equity trades that highlight the necessity of market analysis for better decision-making.

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Intro

00:00 • 5min

Journey into Value Investing

04:42 • 8min

Navigating Investment Opportunities

12:50 • 21min

Revamping the UK Equity Market: Challenges and Opportunities

34:18 • 3min

Investing Lessons: Insights from Public Equity Trades

37:06 • 4min

Navigating Mispricing and Investment Downside in Special Situations

40:39 • 5min

My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, investing framework, and more. Special situations is always fun to talk about, in my opinion, and some of my favorite conversations are had when discussing the topic. This one with Conor fits that bill in spades. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.

For more information about the Value Situations Newsletter, please visit: https://valuesits.substack.com/

You can Follow Conor Maguire on Twitter/X: https://x.com/ValueSituations

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