Clark Square Capital @ClarkSquareCap
Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd clarksquarecapital.com Joined May 2018-
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Big fan of the work Tristan is doing.
Greenlight Q1 24 Investor Letter: drive.google.com/file/d/1RGPikb…
Clark Square Capital retweeted
This is a very good list on the characteristics of an outstanding analysts / PMs:
Exited at the open at HKD 33.
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share. The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%. Will we see a deal bump to get this through?
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share. The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%. Will we see a deal bump to get this through?
Also on the subject of starting a fund. Excellent thread.
Also on the subject of starting a fund. Excellent thread.
Great thread on starting a fund
Clark Square Capital retweeted
Just got my tickets. Who else is going to Omaha this year?
Excellent letter from Dave Waters at Alluvial Capital, as always. alluvialcapital.com/wp-content/upl…
Looks like a great opportunity!
This is worth the time. Graham + Dodd Luncheon Symposium (2008) with Bruce Berkowitz, Seth Klarman, David Abrams, and Howard Marks. h/t to @v_humboldt for sharing! brianlangis.wordpress.com/wp-content/upl…
Does anybody have any good primers on IT consulting? Or any recommended reading? Thanks in advance! 🙏
If you are interested in the Japanese market, do yourself a favor and follow @InvestInJapan
If you are interested in the Japanese market, do yourself a favor and follow @InvestInJapan
Ultimate Value reached a big milestone today, crossing $100k in annual recurring revenue. It means a lot to me to see that people are finding my work worthwhile. Thank you for your support, friends!🙏
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