Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
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-valueChapters0:00 Intro2:50 SOL overview4:50 What is the market missing with SOL?9:00 Why a private equity firm would like SOL14:55 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 business25:20 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 option38:15 SOL's home care business43:20 SOL's emerging businesses49:30 What else is Conor seeing in the market?