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More thoughts on TMP #10
Thoughts on Mytheresa (US: MYTE)
Oct 31
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Clark Square Capital
4
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More thoughts on TMP #10
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Quick Pitch # 18
A special situation with a timely catalyst
Oct 30
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Clark Square Capital
6
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Quick Pitch # 18
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One to watch tomorrow!
An opportunity to buy an interesting asset for cheap?
Oct 20
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Clark Square Capital
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One to watch tomorrow!
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Time to size up TMP #6
An upcoming catalyst makes this attractive...
Oct 10
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Clark Square Capital
2
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Time to size up TMP #6
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Pounding the table on TMP #10
There was big news regarding TMP #10 this morning, which creates a very attractive entry point here.
Oct 7
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Clark Square Capital
5
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Pounding the table on TMP #10
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September 2024
Trade Idea #3
An event-driven short (story)
Sep 20
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Clark Square Capital
2
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Trade Idea #3
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High-quality asset at deep value prices
An infrastructure asset with healthy growth at a >30% FCF yield?
Sep 19
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Clark Square Capital
14
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High-quality asset at deep value prices
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August 2024
Quick Pitch #17
Cheap SaaS business with solid operating momentum & inflecting earnings
Aug 26
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Clark Square Capital
10
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Quick Pitch #17
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Updates: August 11, 2024
A few updates on positions
Aug 11
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Clark Square Capital
8
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Updates: August 11, 2024
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Some big (small) personal news
On Monday, my wife and I welcomed our first child — a baby girl, Emma.
Aug 9
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Clark Square Capital
67
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Some big (small) personal news
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July 2024
Quick Pitch #16
Hidden gem trading below liquidation value with inflecting earnings
Jul 18
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Clark Square Capital
14
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Quick Pitch #16
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June 2024
Quick Pitch #15
Re-visiting a name with a big upcoming catalyst
Jun 30
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Clark Square Capital
7
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Quick Pitch #15
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