Clark Square Capital's Ultimate Value
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Current Positioning - October (Part II)
Most actionable ideas + updates!
Oct 15
•
Clark Square Capital
12
Current Positioning - October (Part I)
Most actionable ideas + updates!
Oct 2
•
Clark Square Capital
6
August 2025
European stock growing +25% YoY at 1x sales
With sales about to accelerate further...
Aug 28
•
Clark Square Capital
20
5
Five times earnings and back to growth
Cheapest stock listed in the US?
Aug 18
•
Clark Square Capital
24
3
July 2025
Dirt cheap compounder with a kicker
A European gem trading at 9x EPS and growing double-digits
Jul 13
•
Clark Square Capital
15
10
June 2025
European sum-of-the-parts unlock
Upcoming IPO will crystallize significant SoTP value
Jun 3
•
Clark Square Capital
11
May 2025
Quick Pitch #23
Cheap SaaS growing ARR at ~30%
May 1
•
Clark Square Capital
18
2
March 2025
European growth story at 10x FCF
Time to Make Europe Great Again
Mar 23
•
Clark Square Capital
8
February 2025
Quick Pitch #22
Revisiting Similarweb
Feb 28
•
Clark Square Capital
8
Quick Pitch #21
Inflection + potential take out
Feb 14
•
Clark Square Capital
10
1
January 2025
Quick Pitch #20
Goodco/badco - a divestment story
Jan 22
•
Clark Square Capital
9
6
2024: A Year in Review
Thank you to my readers
Jan 7
•
Clark Square Capital
20
4
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