Archive - Clark Square Capital's Ultimate Value

Five times earnings and back to growth

Cheapest stock listed in the US?

Aug 18 •

Clark Square Capital

July 2025

Dirt cheap compounder with a kicker

A European gem trading at 9x EPS and growing double-digits

Jul 13 •

Clark Square Capital

June 2025

European sum-of-the-parts unlock

Upcoming IPO will crystallize significant SoTP value

Jun 3 •

Clark Square Capital

May 2025

Quick Pitch #23

Cheap SaaS growing ARR at ~30%

May 1 •

Clark Square Capital

March 2025

European growth story at 10x FCF

Time to Make Europe Great Again

Mar 23 •

Clark Square Capital

February 2025

Quick Pitch #22

Revisiting Similarweb

Feb 28 •

Clark Square Capital

Quick Pitch #21

Inflection + potential take out

Feb 14 •

Clark Square Capital

January 2025

Quick Pitch #20

Goodco/badco - a divestment story

Jan 22 •

Clark Square Capital

2024: A Year in Review

Thank you to my readers

Jan 7 •

Clark Square Capital

December 2024

Quality biz with inflecting margins

US-listed, quality, and dirt cheap on a 2-3 year view

Dec 21, 2024 •

Clark Square Capital

Current Positioning - November (Part III)

Wrapping this up

Dec 1, 2024 •

Clark Square Capital

November 2024

Quick Pitch #19

An attractive short-term setup with catalysts

Nov 20, 2024 •

Clark Square Capital

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