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Trade Idea #1
A new idea format is born: the trade idea. Here is a tender offer with some serious upside.
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Clark Square Capital
5
Updates: November 29, 2023
Quick thoughts on L'Occitane (HK: 973)
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Clark Square Capital
2
L'Occitane International S.A. (HK: 973)
Leading global beauty and personal care (BPC) player at ~10x FY25 earnings growing at a mid-teens plus rate over the next few years.
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Clark Square Capital
10
Updates: November 21, 2023
Quick thoughts on Zenvia (US: ZENV) + closed positions + open positions
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Clark Square Capital
Three-minute pitch: revisiting TMP #2
Taking another crack at the divestment of a software crown jewel. And now, it's even cheaper than before.
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Clark Square Capital
2
Updates: November 8, 2023
Quick thoughts on Outbrain $OB
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Clark Square Capital
5
Updates: November 6, 2023
Brief thoughts on CBD and ABY.AX
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Clark Square Capital
3
Three-minute pitch #5
A UK-listed company announces the simultaneous sale of two of its divisions. After paying out >70% of the market cap in cash we can buy the remainco for…
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Clark Square Capital
11
October 2023
On learning the right lessons
I was inspired to share a few general thoughts on investing mistakes.
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Clark Square Capital
5
Three-minute pitch #4
Compelling risk/reward as an international micro-cap announces the sale of one of its core businesses.
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Clark Square Capital
9
Updates: October 16, 2023
Updates on The Restaurant Group and CBD/Exito.
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Clark Square Capital
2
Cheapest e-com biz in the world?
Tiny e-com biz trading at <6x FY25 EBITDA with accelerating fundamentals
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Clark Square Capital
2
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