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Submit ReviewI'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!
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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.
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