Clark Square Capital's Ultimate Value

Clark Square Capital's Ultimate Value

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Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
A +20% top-line grower at 4x EBITDA

A +20% top-line grower at 4x EBITDA

This stock is about to take flight...

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Clark Square Capital
Apr 07, 2024
∙ Paid
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Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
A +20% top-line grower at 4x EBITDA
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Hello, Ultimate Value readers!

Today, we will take a look at one of the most compelling US-listed opportunities.

While this business operates outside the US, this high-quality, defensible company will likely grow its top line north of 20% for years and is trading at an absurd valuation of 4x EBITDA. [Note: this stock is relatively liquid at ~$7m USD ADTV.]

As the company continues to post solid numbers and show further operating leverage, I believe shares could re-rate to a 10x multiple, and the stock could be worth close to 2x its current price.

Let’s dive in.

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