Clark Square Capital's Ultimate Value

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Quick Pitch #16
Hidden gem trading below liquidation value with inflecting earnings
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Clark Square Capital
5

June 2024

Quick Pitch #15
Re-visiting a name with a big upcoming catalyst
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Clark Square Capital
4
Updates: June 22, 2024
Cleaning out the book + a brief portfolio review + a few updates
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Clark Square Capital
3
A cheap compounder with a kicker
A low-to-mid-teens EPS grower at an 8% FCF yield.
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Clark Square Capital
14

May 2024

Three-minute pitch #14
+50% grower at an extremely low valuation.
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Clark Square Capital
4

April 2024

Updates: April 29, 2024
Updates on L'Occitane (973.HK) and Pinewood (PINE.LN)
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Clark Square Capital
Three-minute pitch #13
A very cheap US-biz with an unappreciated catalyst
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Clark Square Capital
2
Three-minute pitch #12
Another cheap remainco opportunity
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Clark Square Capital
6
A +20% top-line grower at 4x EBITDA
This stock is about to take flight...
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Clark Square Capital
2

March 2024

Updates: March 27, 2024
A view of all positions + a position worth sizing up + a few exits
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Clark Square Capital
3
Three-minute pitch #11
60% discount to NAV, with a highly desirable asset and aligned activist.
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Clark Square Capital
6
Part I: How to build a research system on a shoestring
I share cheap/free tools that will help you screen for interesting ideas.
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Clark Square Capital
12
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