Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
About this episode
Conor Maguire, founder of valuesits, discusses why he thinks SOL Group is a Buffett-like stock trading at an attractive multiple with the possibility of a private equity takeout over the next five years.
Conor's SOL write up: https://valuesits.substack.com/p/deep-breath-deep-value
Chapters
0:00 Intro
2:50 SOL overview
4:50 What is the market missing with SOL?
9:00 Why a private equity firm would like SOL
14:55 Would regulators be ok with a private equity deal for SOL?
18:10 Why would the family want to sell SOL?
23:10 Diving into the technical gas business
25:20 How does Europe's nat gas crisis impact SOL?
29:20 What's the long term obsolesce risk for SOL?
33:20 SOL's carbon capture call option
38:15 SOL's home care business
43:20 SOL's emerging businesses
49:30 What else is Conor seeing in the market?
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