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Clark Square Capital's Absolute Value

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Summary

Sector Generalists
Content Type Analysis
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Paywall No

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Average Rating 9.0
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Content

Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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European sum-of-the-parts unlock

June 3, 2025, 6:15 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #23

May 1, 2025, 11:21 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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European growth story at 10x FCF

March 23, 2025, 1:03 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #22

Feb. 28, 2025, 3:56 a.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #21

Feb. 14, 2025, 12:05 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #20

Jan. 22, 2025, 5:26 a.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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2024: A Year in Review

Jan. 7, 2025, 12:13 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quality biz with inflecting margins

Dec. 21, 2024, 12:02 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Current Positioning - November (Part III)

Dec. 1, 2024, 12:25 a.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #19

Nov. 20, 2024, 12:03 p.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Current Positioning - November (Part II)

Nov. 12, 2024, 12:03 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Current Positioning - November (Part I)

Nov. 8, 2024, 12:02 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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More thoughts on TMP #10

Oct. 31, 2024, 11:03 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch # 18

Oct. 30, 2024, 4:16 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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One to watch tomorrow!

Oct. 20, 2024, 6:02 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Time to size up TMP #6

Oct. 10, 2024, 7:51 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Pounding the table on TMP #10: There was big news regarding TMP #10 this morning, which creates a very attractive entry point here.

Oct. 7, 2024, 4:06 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Trade Idea #3: An event-driven short (story)

Sept. 20, 2024, 2:22 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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High-quality asset at deep value prices: An infrastructure asset with healthy growth at a >30% FCF yield?

Sept. 19, 2024, 10:15 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #17: Cheap SaaS business with solid operating momentum & inflecting earnings

Aug. 26, 2024, 8:40 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Updates: August 11, 2024: A few updates on positions

Aug. 11, 2024, 10:25 p.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Some big (small) personal news: On Monday, my wife and I welcomed our first child — a baby girl, Emma.

Aug. 9, 2024, 4:28 p.m.

No Paywall
Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #16: Hidden gem trading below liquidation value with inflecting earnings

July 18, 2024, 10:27 p.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Quick Pitch #15: Re-visiting a name with a big upcoming catalyst

June 30, 2024, 11:31 a.m.

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Picture of Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
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Updates: June 22, 2024: Cleaning out the book + a brief portfolio review + a few updates

June 23, 2024, 11:16 a.m.

No Paywall