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Clark Square Capital's Ultimate Value
Fundamental research focused on overlooked companies and special situations.
Open Ideas
QP #15
Re-visiting a name with a big upcoming catalyst
A cheap compounder with a kicker
TMP #14
+50% grower at an extremely low valuation
TMP #13
Cheap US-biz with unappreciated catalyst
TMP #12
Another cheap remainco opportunity
A +20% top-line grower at 4x EBITDA
TMP #11
60% Discount to NAV, SaaS
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
TMP #5
Sale/carve out opportunity
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. ($GRVY)
Mobile game company at ~2.0x EBITDA
Leonardo S.p.A ($LDO.MI)
Global defense prime at a ~20% FCF yield
Clark Square Capital's Ultimate Value
www.clarksquarecapital.com