Clark Square Capital's Absolute Value

Home
Notes
Resources
Archive
About
New
Top
Community
Three-minute pitch #2
M&A transaction leaves behind the company's crown jewel (at a big discount!)
 • 
Clark Square Capital
Updates: Week Ending September 17, 2023
Hi Absolute Value readers, I am back with a few important updates on CBD/Exito, The Restaurant Group, and Gravity.
 • 
Clark Square Capital
Good & cheap SaaS biz / bad balance sheet
Shares will re-rate meaningfully when the company solves its funding gap
 • 
Clark Square Capital
5
Three-minute pitch #1
Introducing a new format for ideas
 • 
Clark Square Capital
14
A high-quality SaaS business for a song.
This unloved small cap trades at ~1.8x EV/ARR, has improving fundamentals, and is likely to beat earnings estimates by a wide margin over the next 2…
 • 
Clark Square Capital
3
Update: CBD gets another offer for Exito
Risk/reward now more attractive?
 • 
Clark Square Capital
2
It's official - Absolute Value is going paid.
Dear Absolute Value readers, The time is finally here. After sharing write-ups on 8 actionable ideas, Absolute Value has now transitioned into a paid…
 • 
Clark Square Capital
2
Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
Fundamental research focused on overlooked companies and special situations.
Recommendations
View all 26
Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Moram
Capital Employed
Capital Employed
Jon Kingston
Neckar's Alchemy of Money
Neckar's Alchemy of Money
Frederik Gieschen
Insider Ideas
Insider Ideas
Insider Ideas
ToffCap
ToffCap
ToffCap

Clark Square Capital's Absolute Value

AboutArchiveRecommendationsSitemap
© 2023 Clark Square Capital
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing