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Conor Maguire: Fertilizer Stocks & $OCI

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Manage episode 381067663 series 2598893
内容由Brandon Beylo提供。所有播客内容(包括剧集、图形和播客描述)均由 Brandon Beylo 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show.

I enjoy Conor's work at Value Situations on Substack (link here). He's an excellent analyst who covers under-followed situations from an event-driven angle.

This week, we dove deep into the Fertilizer industry and OCI. Conor shares how he goes from zero to one on a new industry, tools and tips for researching an industry, and why he chose OCI.

If you liked Conor's thoughts, give him a follow on Twitter @ValueSituations

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠emergingmanagers.org⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠tegus.co/valuehive⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠TIKR.com/hive⁠⁠⁠.

Capital Employed

If you are seeking new investing ideas make sure you subscribe to Capital Employed.

A newsletter that interviews small and microcap fund managers who share their best ideas.

They also publish a biweekly newsletter which features a curation of excellent stock pitches from renowned investors, both private and professional.

To receive this newsletter visit ⁠www.capitalemployed.com⁠.

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
  continue reading

254集单集

Artwork
icon分享
 
Manage episode 381067663 series 2598893
内容由Brandon Beylo提供。所有播客内容(包括剧集、图形和播客描述)均由 Brandon Beylo 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show.

I enjoy Conor's work at Value Situations on Substack (link here). He's an excellent analyst who covers under-followed situations from an event-driven angle.

This week, we dove deep into the Fertilizer industry and OCI. Conor shares how he goes from zero to one on a new industry, tools and tips for researching an industry, and why he chose OCI.

If you liked Conor's thoughts, give him a follow on Twitter @ValueSituations

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠emergingmanagers.org⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠tegus.co/valuehive⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠TIKR.com/hive⁠⁠⁠.

Capital Employed

If you are seeking new investing ideas make sure you subscribe to Capital Employed.

A newsletter that interviews small and microcap fund managers who share their best ideas.

They also publish a biweekly newsletter which features a curation of excellent stock pitches from renowned investors, both private and professional.

To receive this newsletter visit ⁠www.capitalemployed.com⁠.

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
  continue reading

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