Clark Square Capital's Ultimate Value

Clark Square Capital's Ultimate Value

Share this post

Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
High-quality asset at deep value prices
Copy link
Facebook
Email
Notes
More

High-quality asset at deep value prices

An infrastructure asset with healthy growth at a >30% FCF yield?

Clark Square Capital's avatar
Clark Square Capital
Sep 19, 2024
∙ Paid
16

Share this post

Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
High-quality asset at deep value prices
Copy link
Facebook
Email
Notes
More
15
1
Share

Hello, Ultimate Value readers!

I am back with a new idea today. Here are some of the takeaways:

  • The stock is listed in an emerging market.

  • It has a market cap of USD 3.3B and an EV of USD 2.5B.

  • This high-quality business has stable, predictable, and growing earnings.

  • The company has two distinct share classes. While both are compelling, the discounted share class trades at >30% FCF yield, with earnings that should continue to grow at a HSD rate.

Let’s take a look.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Clark Square Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More