Clark Square Capital's Ultimate Value

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Trade Idea #1
A new idea format is born: the trade idea. Here is a tender offer with some serious upside.
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5
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Updates: November 29, 2023
Quick thoughts on L'Occitane (HK: 973)
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2
L'Occitane International S.A. (HK: 973)
Leading global beauty and personal care (BPC) player at ~10x FY25 earnings growing at a mid-teens plus rate over the next few years.
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Clark Square Capital
10
Updates: November 21, 2023
Quick thoughts on Zenvia (US: ZENV) + closed positions + open positions
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Clark Square Capital
Three-minute pitch: revisiting TMP #2
Taking another crack at the divestment of a software crown jewel. And now, it's even cheaper than before.
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2
Updates: November 8, 2023
Quick thoughts on Outbrain $OB
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5
Updates: November 6, 2023
Brief thoughts on CBD and ABY.AX
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3
Three-minute pitch #5
A UK-listed company announces the simultaneous sale of two of its divisions. After paying out >70% of the market cap in cash we can buy the remainco for…
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11
Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Fundamental research focused on overlooked companies and special situations.
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Clark Square Capital's Ultimate Value

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