Conor Maguire: Fertilizer Stocks & $OCI

<p>I&#39;m excited to have Conor Maguire on the podcast. Conor is a good friend and I can&#39;t believe it took this long to get him on the show. </p> <p>I enjoy Conor&#39;s work at Value Situations on Substack (link <a href="valuesits.substack.com" target="_blank" rel="noopener noreferer">here</a>). He&#39;s an excellent analyst who covers under-followed situations from an event-driven angle. </p> <p>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. </p> <p>If you liked Conor&#39;s thoughts, give him a follow on Twitter <a href="https://www.twitter.com/valuesituations" target="_blank" rel="noopener noreferer">@ValueSituations</a></p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>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&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/">⁠⁠⁠emergingmanagers.org⁠⁠⁠</a>, a website for emerging manager stockpickers.</p> <p>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&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Tegus</strong></p> <p>Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.</p> <p>I spend n