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This meeting is now being live streamed. That means it's value after hours. I'm Tobias Carlisle, joined as always by my co host Jake Taylor. A special guest today is Conor Maguire, value special Value Situations. He's a special situations investor based in Dublin, Ireland. He does, special situations from all around the world. I've been reading his subsect for a little while. It's very interesting. So we're gonna get into what Connor's about. How are you, Connor? Nice to meet you. Well,
I'm good. Thanks, Tobias. Jake, nice to to speak with you both, and thanks for having me on. I think as I was saying just before we went live there, I'm I'm a a long time listener, but, first time caller. So it's good to be good good to be, good to be on the on the podcast with you. We're
gonna get every single listener on the podcast eventually I'll tell you. Enough time. Yeah.
I'm surprised we haven't already cycled through them, to be honest. Connor, tell us
a little bit about value situations. Yes. So
so value situations is the name of the the substack or the newsletter that I write. I've
been doing it now for about just over 3 years. So, my background is, originally, I qualified as an accountant, then I worked in kinda corporate finance, investment banking roles, and then I worked for one of the large, well known international PE firms here in Ireland. And then I kinda just decided to go out and do my own thing a couple years ago and set up my my own newsletter. I thought that was kinda the the quickest route to market, so to speak, in terms of getting my ideas out there. And, you know, that's been a really interesting experience. Kind of that's that's kind of one of my my mai
us an idea of the strategy. What are you, looking for in broad terms? Well,
I suppose I kind of have I have a kind of a framework that, I kind of kind of a 3 kind of 3 parts or 3 elements to it. So one is where it's, you know, where they're you know, there's it's an asymmetric risk return profile. Bless you. Did
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