Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
Episode 57 min 36s

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-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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