Archive - Clark Square Capital's Ultimate Value

Updates: April 29, 2024

Updates on L'Occitane (973.HK) and Pinewood (PINE.LN)

Apr 30 •

Clark Square Capital

Three-minute pitch #13

A very cheap US-biz with an unappreciated catalyst

Apr 25 •

Clark Square Capital

Three-minute pitch #12

Another cheap remainco opportunity

Apr 17 •

Clark Square Capital

A +20% top-line grower at 4x EBITDA

This stock is about to take flight...

Apr 7 •

Clark Square Capital

March 2024

Updates: March 27, 2024

A view of all positions + a position worth sizing up + a few exits

Mar 28 •

Clark Square Capital

Three-minute pitch #11

60% discount to NAV, with a highly desirable asset and aligned activist.

Mar 11 •

Clark Square Capital

Part I: How to build a research system on a shoestring

I share cheap/free tools that will help you screen for interesting ideas.

Mar 7 •

Clark Square Capital

Catalyst Watch - March 5, 2024

A few upcoming catalysts worth watching (and sizing up)

Mar 6 •

Clark Square Capital

Large and liquid and playing for a higher offer

Mar 4 •

Clark Square Capital

February 2024

Three-minute pitch #10

Dirt cheap + inflecting fundamentals

Feb 27 •

Clark Square Capital

Updates: February 21, 2024

Cleaning out the book with a few sales

Feb 22 •

Clark Square Capital

Updates: February 6, 2024

Quick thoughts on Zenvia ($ZENV)

Feb 7 •

Clark Square Capital

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