Recent posts
Clark Square Capital's Ultimate Value
Fundamental research focused on overlooked companies and special situations.
Open Ideas
European stock growing +25% YoY at 1x sales
Five times earnings and back to growth
Dirt cheap compounder with a kicker
European sum-of-the-parts unlock
Quick Pitch #23
Cheap SaaS growing +30%
European growth story at 10x FCF
QP #22
Revisiting Similarweb
QP #21
Inflection + potential take out
QP #20
Goodco/Badco
Quality biz with inflecting margins
QP #18
Special situation with a timely catalyst
Quality asset at deep value prices
QP #16
Below liquidation + inflecting earnings
QP #15
Re-visiting a name with a big upcoming catalyst
A cheap compounder with a kicker
TMP #13
Cheap US-biz with unappreciated catalyst
TMP #12
Another cheap remainco opportunity
A +20% top-line grower at 4x EBITDA
TMP #10
Dirt cheap + inflecting fundamentals
A pick-and-shovel play with a major catalyst
TMP #9
SaaS gem at 1x ARR
TMP #6
Revisiting TMP #2
Good & cheap SaaS biz / bad balance sheet
A high-quality SaaS business for a song
Unloved small cap at ~1.8x EV/ARR
Gravity Co. ($GRVY)
Mobile game company at ~2.0x EBITDA