Clark Square Capital's Ultimate Value

Clark Square Capital's Ultimate Value

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European stock growing +25% YoY at 1x sales
With sales about to accelerate further...
Aug 28 • 
Clark Square Capital
20
5
Five times earnings and back to growth
Cheapest stock listed in the US?
Aug 18 • 
Clark Square Capital
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3

July 2025

Dirt cheap compounder with a kicker
A European gem trading at 9x EPS and growing double-digits
Jul 13 • 
Clark Square Capital
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10

June 2025

European sum-of-the-parts unlock
Upcoming IPO will crystallize significant SoTP value
Jun 3 • 
Clark Square Capital
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May 2025

Quick Pitch #23
Cheap SaaS growing ARR at ~30%
May 1 • 
Clark Square Capital
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1

March 2025

European growth story at 10x FCF
Time to Make Europe Great Again
Mar 23 • 
Clark Square Capital
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February 2025

Quick Pitch #22
Revisiting Similarweb
Feb 28 • 
Clark Square Capital
8
Quick Pitch #21
Inflection + potential take out
Feb 14 • 
Clark Square Capital
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1

January 2025

Quick Pitch #20
Goodco/badco - a divestment story
Jan 22 • 
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2024: A Year in Review
Thank you to my readers
Jan 7 • 
Clark Square Capital
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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 • 
Clark Square Capital
12
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Current Positioning - November (Part III)
Wrapping this up
Dec 1, 2024 • 
Clark Square Capital
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