Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://xitter.cf/t.co/gSuNfoKeyR | https://xitter.cf/t.co/4I0vL2hgLj

Austin, TX
Joined May 2018
Clark Square Capital retweeted
The Special Situations Digest #38 is out. 622 situations across 18 categories: activist campaigns, take-privates, tender offers, spin-offs, rights offerings, and more, from markets worldwide. Plus the Deal Spread Monitor: 122 live deals with offer, price, and gross spreads.
2
1
3
756
$PINFRA.MX is at a new all-time high. L shares are still at a 30% discount and way too cheap.
1
5
3,018
$GRVY is back to trading below net cash, even after paying its ~5% dividend.
5
1
17
3,906
Clark Square Capital retweeted
If you missed it this weekend, the Special Sits Digest issue #37 is out and worth a look. It covers 700+ situations this week (filtered from over 20k global filings). Take a look!
3
2
6
4,920
Clark Square Capital retweeted
if you are in ai (stocks), pivot to shitcos
2
5
1
50
8,313
if you are in ai (stocks), pivot to shitcos
2
5
1
50
8,313
Clark Square Capital retweeted
awesome work @ClarkSquareCap
Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation.
1
1
31
4,028
Clark Square Capital retweeted
We keep improving the live feed of our special sits digest. Now it includes live press releases, so it can surface interesting opportunities almost instantly.
1
2
7
2,571
Clark Square Capital retweeted
Pretty solid technical backdrop for $LUXE. Short interest still at 4 million shares despite the big recent move. 4m shares short take 20 days to cover and represent almost 20% of the actual float (~23m shares). Then you have the company with a $50m authorization -- which could take out another 5m shares or so at current prices. In total, there could be buying for ~9m shares or ~40% of the float in the next few months. Crazy.
$LUXE up ~20% after solid q4 results. First ever buyback announced ($50m) which is almost 20% of the free float
3
13
5,864
Clark Square Capital retweeted
Digest #36 is out. 902 situations. 37 countries. 246 deals, 88 divestitures, 63 tenders, 58 rights offerings, 55 activists, 42 going-private. One good idea pays for itself many times over.
1
2
7
3,346
Pretty solid technical backdrop for $LUXE. Short interest still at 4 million shares despite the big recent move. 4m shares short take 20 days to cover and represent almost 20% of the actual float (~23m shares). Then you have the company with a $50m authorization -- which could take out another 5m shares or so at current prices. In total, there could be buying for ~9m shares or ~40% of the float in the next few months. Crazy.
$LUXE up ~20% after solid q4 results. First ever buyback announced ($50m) which is almost 20% of the free float
3
13
5,864
Clark Square Capital retweeted
Digest #35 is out. 795 situations. 36 countries. 211 deals, 102 divestitures, 64 capital returns, 58 activists, 50 tenders, 44 going-private. First 10 free + trials available.
1
2
5
3,709
Clark Square Capital retweeted
BIG NEWS! Yellowbrick 2.0 is live. For >3 years, we've tracked 4,000+ authors and collected 35,000+ stock pitches. The new Yellowbrick includes: - Leaderboards - API access - Custom feeds and alerts - Paid research partners/discounts - and more
18
28
7
114
34,340
Clark Square Capital retweeted
Digest #34 is out. 763 situations. 35 countries. 199 deals, 82 divestitures, 62 capital returns, 59 activists, 56 tenders, 38 going-private. Free trials available
2
3
11
5,830