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	Podcast:		Yet Another Value Podcast
	Episode:		Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group
	Category:		Business
	Duration:		00:57:36
	Publish Date:		2022-07-01 15:00:00
	Description:		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?
	Total Play:		0