The Acquirers Podcast

Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37

Oct 14, 2024
Conor Maguire, a special situations investor from Dublin, shares his insights into undervalued European and UK equities. He discusses the post-COVID landscape of bankruptcy and the rise of private credit, offering investment opportunities amid market concerns. Maguire highlights the potential of a UK automotive parts company to revitalize value through strategic spin-offs. Additionally, he explores OCI's market restructuring in response to natural gas price fluctuations and explains how understanding Ikigai can align passion with investment success.
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ADVICE

Valuation and Downside Protection

  • Focus on comprehensive valuations of businesses, considering all assets.
  • Prioritize downside protection by analyzing balance sheets and asset coverage.
INSIGHT

Private Credit's Impact on Defaults

  • Private credit markets have a greater ability and appetite to restructure loans.
  • This increased flexibility contributes to lower default rates than expected.
ANECDOTE

Dowlais Group Opportunity

  • Dowlais Group, a UK auto parts business, is undervalued due to market sentiment.
  • It plans to spin off its powder metallurgy segment, unlocking significant value.
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