Clark Square Capital

Global investor. I publish in-depth research on under-the-radar stocks and special situations. |

[Clark Square Capital @ClarkSquareCap]

145 special situations tracked this week — activists, tender offers, spin-offs, strategic reviews across 20+ markets.

The full sortable Excel, free for 14 days.

[Clark Square Capital @ClarkSquareCap]

@rhunterh $BBXIA is only like $15

[Clark Square Capital @ClarkSquareCap]

@its_moonberries It true

[Clark Square Capital @ClarkSquareCap]

Investors trying to invest in real companies with cash flows

[Clark Square Capital @ClarkSquareCap]

@27XVII Sold all your software on Monday?

Jk, congrats!

[Clark Square Capital @ClarkSquareCap]

@atelicinvest also true

[Clark Square Capital @ClarkSquareCap]

@vanillager

[Clark Square Capital @ClarkSquareCap]

https://t.co/AVyPyl0EEP

[Clark Square Capital @ClarkSquareCap]

Shared a new write-up yesterday morning, on a compelling remainco opportunity. Check it out below.

[Clark Square Capital @ClarkSquareCap]

@RodAlzmann Who knows. Best to just focus on your setups and keep grinding

[Clark Square Capital @ClarkSquareCap]

As a fun little side project, I created a simple web app to share Excel sheets easily.

You can upload from Excel or GSheets and share a download link. You can also gate access. Or require email signups, if you prefer.

Would love some feedback!
https://t.co/QOXbxyW93l

[Clark Square Capital @ClarkSquareCap]

$BWMX completes its acquisition of Tupperware. Deal is more accretive than initially communicated, as TUP performance has been strong. Have this trading at ~5x run-rate earnings; super cheap.

[Thomas Rice @thomasrice_au]

What are the best deep value accounts on X?

[Clark Square Capital @ClarkSquareCap]

@JMAN0670 Got it, thanks

[Clark Square Capital @ClarkSquareCap]

@compileandpush Not that fragile? lol

[Clark Square Capital @ClarkSquareCap]

As a fun little side project, I created a simple web app to share Excel sheets easily.

You can upload from Excel or GSheets and share a download link. You can also gate access. Or require email signups, if you prefer.

Would love some feedback!
https://t.co/QOXbxyW93l

[Clark Square Capital @ClarkSquareCap]

Special Situations Digest #17 is out.

This week covers ~300 events: activist campaigns, strategic reviews, divestitures, going-privates, SPACs +

28 countries covered this week, so a true global digest.

If you want to look at global special situations, save yourself some time and find some actionable ideas:

[Clark Square Capital @ClarkSquareCap]

Very cool analysis of the best stock picking funds out there

[Jeffrey Emanuel @doodlestein]

Interesting, here's what my very elaborate system says are the smartest stock pickers after removing all returns from style factors.

It makes some simplifying assumptions based on 13-F holdings, but should be directionally accurate for these kinds of investors. Good work EAM!

[Clark Square Capital @ClarkSquareCap]

@atelicinvest You SOB, I'm in