Clark Square Capital
@ClarkSquareCap
Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at http://www.clarksquarecapital.com
Bought $PINFRAL at 187. @ClarkSquareCap briefly mentioned it which sent me down a 🐇hole. Found a company trading at 6.5x p/e, pile of net cash, robust earnings growth. 🧵on my 2nd Mexican 🇲🇽 investment. (1/n)
share a piece of investing lore about yourself
A fantastic profile on VC investor Ramtin Naimi h/t @patrick_oshag joincolossus.com/article/ramtin…
Anybody like $SNBR here? The cost-cutting angle looks pretty interesting.
$SNBR announced a CFO transition AND said they are on track to EXCEED the $80-100M cost savings target while remaining in compliance with debt covenants. So with 23m ish shares o/s, looking at almost $5 per share in cuts - stock is $6.60. Coiled spring if demand returns!
This is a great place to start: docs.google.com/spreadsheets/d…
As promised, here are the ideas from the thread with the question "What's your favorite non-US idea at the moment? + Explain why you like it." Thanks to everyone who responded! 🙏 Would appreciate a RT/like if you found this helpful!
Good site to find investor letters
🚀 274 Fund Letters of 2Q 2025 Are Now Live! 🔗 buysidedigest.com/hedge-fund-dat… #QuarterlyLetters #Investing #Stocks #Funds
Uh so I might know like a whole bunch of talented analysts looking for new homes. Multiple geographic areas. Generalists. DM if you are looking for talent / know anyone who is.
Strategic Capital is calling for the ouster of Gung Ho's (parent owner of $GRVY) CEO.
toyokeizai.net/articles/-/892…
$LUXE (previously $MYTE) looking cheap at ~$7.50 per share. I have it at ~7x EBITDA if you net out Yoox losses and only give them credit for ~200m EUR in cash (they will get EUR 555m from Richemont). A short-term catalyst is the financials showing the cash (EUR >500m) in Q2
A thread on Mytheresa $MYTE, one of my favorite opportunities in the market today. (1/x)
Time for an idea thread! Here goes: what's your favorite non-US idea at the moment? Add a sentence explaining why you like it + valuation. As per usual, I will take the responses and compile them for everyone. Please retweet for visibility.
Let's get a few more in and then I'll compile
Time for an idea thread! Here goes: what's your favorite non-US idea at the moment? Add a sentence explaining why you like it + valuation. As per usual, I will take the responses and compile them for everyone. Please retweet for visibility.