Clark Square Capital's Ultimate Value

Home
Notes
Chat
Resources
Archive
About
Three-minute pitch #13
A very cheap US-biz with an unappreciated catalyst
 • 
Clark Square Capital
Three-minute pitch #12
Another cheap remainco opportunity
 • 
Clark Square Capital
5
A +20% top-line grower at 4x EBITDA
This stock is about to take flight...
 • 
Clark Square Capital

March 2024

Updates: March 27, 2024
A view of all positions + a position worth sizing up + a few exits
 • 
Clark Square Capital
2
Three-minute pitch #11
60% discount to NAV, with a highly desirable asset and aligned activist.
 • 
Clark Square Capital
4
Part I: How to build a research system on a shoestring
I share cheap/free tools that will help you screen for interesting ideas.
 • 
Clark Square Capital
12
Catalyst Watch - March 5, 2024
A few upcoming catalysts worth watching (and sizing up)
 • 
Clark Square Capital
1
Trade Idea #2
Large and liquid and playing for a higher offer
 • 
Clark Square Capital

February 2024

Three-minute pitch #10
Dirt cheap + inflecting fundamentals
 • 
Clark Square Capital
2
Updates: February 21, 2024
Cleaning out the book with a few sales
 • 
Clark Square Capital
4
Updates: February 6, 2024
Quick thoughts on Zenvia ($ZENV)
 • 
Clark Square Capital
2
A pick-and-shovel play with a major catalyst
A great risk/reward way to play an upcoming catalyst in a bombed-out industry.
 • 
Clark Square Capital
3
© 2024 Clark Square Capital
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture