Updates: Week Ending September 17, 2023

Hi Absolute Value readers,

I am back with a few important updates on CBD/Exito, The Restaurant Group, and Gravity.

Let’s take a look.

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But first, a few housekeeping items

I recently participated in an event where I pitched Trustpilot. You can check that out here. And the write-up below.

A high-quality SaaS business for a song.

Also, be sure to take a look at the most recent write-up.

Good & cheap SaaS biz / bad balance sheet

Back in August, I was interviewed by Edwin Dorsey for the Sunday Idea Brunch. If you’re interested, you can check that out below.

Idea Brunch with Clark Square Capital

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Position Updates

Please see my updated thoughts below. I also highlight whether the setup has improved, not changed, or deteriorated within the last few months.