Clark Square Capital's Absolute Value

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Three-minute pitch #2
M&A transaction leaves behind the company's crown jewel (at a big discount!)
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Clark Square Capital
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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.
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Clark Square Capital
Good & cheap SaaS biz / bad balance sheet
Shares will re-rate meaningfully when the company solves its funding gap
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Clark Square Capital
5
Three-minute pitch #1
Introducing a new format for ideas
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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…
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Clark Square Capital
3
Update: CBD gets another offer for Exito
Risk/reward now more attractive?
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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…
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Clark Square Capital
2
Gravity Co. ($GRVY)
Mobile game company trading at ~2.0x EBITDA with +70% of market cap in net cash by year-end, and inflecting earnings.
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Clark Square Capital
Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
Fundamental research focused on overlooked companies and special situations.
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Clark Square Capital's Absolute Value

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