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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volunteer_activism ADVICE
Valuation and Downside Protection
Focus on comprehensive valuations of businesses, considering all assets.
Prioritize downside protection by analyzing balance sheets and asset coverage.
insights 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.
question_answer 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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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
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ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).