Clark Square Capital's Ultimate Value
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Quick Pitch #23
Cheap SaaS growing ARR at ~30%
May 1
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Clark Square Capital's Ultimate Value
Quick Pitch #23
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March 2025
European growth story at 10x FCF
Time to Make Europe Great Again
Mar 23
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Clark Square Capital's Ultimate Value
European growth story at 10x FCF
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February 2025
Quick Pitch #22
Revisiting Similarweb
Feb 28
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Clark Square Capital's Ultimate Value
Quick Pitch #22
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Quick Pitch #21
Inflection + potential take out
Feb 14
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Clark Square Capital's Ultimate Value
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January 2025
Quick Pitch #20
Goodco/badco - a divestment story
Jan 22
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Clark Square Capital's Ultimate Value
Quick Pitch #20
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2024: A Year in Review
Thank you to my readers
Jan 7
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Clark Square Capital's Ultimate Value
2024: A Year in Review
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December 2024
Quality biz with inflecting margins
US-listed, quality, and dirt cheap on a 2-3 year view
Dec 21, 2024
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Clark Square Capital's Ultimate Value
Quality biz with inflecting margins
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Current Positioning - November (Part III)
Wrapping this up
Dec 1, 2024
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Clark Square Capital's Ultimate Value
Current Positioning - November (Part III)
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November 2024
Quick Pitch #19
An attractive short-term setup with catalysts
Nov 20, 2024
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Clark Square Capital's Ultimate Value
Quick Pitch #19
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Current Positioning - November (Part II)
A look at the most interesting stocks right now.
Nov 12, 2024
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Clark Square Capital's Ultimate Value
Current Positioning - November (Part II)
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Current Positioning - November (Part I)
A look at the most interesting stocks right now.
Nov 8, 2024
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Clark Square Capital's Ultimate Value
Current Positioning - November (Part I)
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October 2024
More thoughts on TMP #10
Thoughts on Mytheresa (US: MYTE)
Oct 31, 2024
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Clark Square Capital's Ultimate Value
More thoughts on TMP #10
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