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.
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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!
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Clark Square Capital retweeted
if you are in ai (stocks), pivot to shitcos
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Clark Square Capital retweeted
taobanker
@taobankerOct 14
awesome work @ClarkSquareCap
taobanker
@taobanker31 Oct 2025
Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation.
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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.
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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
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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.
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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.
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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
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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
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Clark Square Capital retweeted
This is an incredible treasure trove: a compilation of old Outstanding Investor Digest (OID) volumes. h/t Kevin Gee / @mjmauboussin
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Clark Square Capital retweeted
Good reminder that Yellowbrick 2.0 is coming next week. > 4,000+ authors tracked > 350+ stock pitches added each week > Returns tracked for every pitch and author (started 2024-01-01) > Leaderboards, search/filters, custom feeds/notifications, API/MCP, and much more > Discounts to some of the best paid publications like @pernasresearch @david_katunaric @AurelionRsch @SebKrog @irbezek @ClarkSquareCap @CEOStockWatcher (and you'll get their pitches directly in your feed) If you are a Yellowbrick Premium sub or an author who posts pitches, DM me for early access
Am I the only one who nuked their sellside research consumption by like -90%? Between ASKB, X, groupchats, substack and podcasts the marginal utility for me has gone to near zero. Still skim spec sales for positioning but even that is down by a lot since I start with TMTB.
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Clark Square Capital retweeted
If you missed it, Special Situations Digest #33 was out on Sunday. >800 interesting situations to look through.
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Clark Square Capital retweeted
If you want some free tokens
Really enjoying @Muse so far. If you want to try it, redeem my code in Settings within 48 hours of joining, and we'll both get 1 billion Muse tokens. Code: 8V9XD5
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Clark Square Capital retweeted
Really enjoying @Muse so far. If you want to try it, redeem my code in Settings within 48 hours of joining, and we'll both get 1 billion Muse tokens. Code: 8V9XD5
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Clark Square Capital retweeted
Hook up your personal email and use this prompt on Muse, Grokbot, or your favorite personal assistant to find some $$ and/or savings. --- You are auditing my email for two things: (1) cash savings I can unlock by canceling, downgrading, or switching, and (2) money that's just sitting there — credits, rewards, points, gift cards, unclaimed payouts. Search my email across these angles (last 12 months unless noted): A. SUBSCRIPTION AUDIT - Search: subject:(subscription OR renewal OR "price increase" OR billing OR receipt OR invoice) - Identify every recurring charge: service name, amount, frequency, next charge date. - Flag: price increases in the last 12 months, duplicate/overlapping services (two music apps, five streaming services), free trials converting to paid, annual plans that already auto-renewed. - Verify amounts from transactional mail (receipts, confirmations, account alerts) — never from marketing mail. B. MONEY SITTING IDLE - Search: subject:(credit OR "gift card" OR "store credit" OR reward OR "cash back" OR points OR miles OR dividend) - Search: subject:(expiring OR expire OR "use it or lose it") - List every balance: where it lives, how much, expiry date. Note anything that expired recently. - Include: store credits, gift cards, credit card rewards, airline/hotel points, membership dividends (REI, Costco), cashback offers needing activation. C. BILLS TO SHOP OR CHALLENGE - Insurance renewals (auto, home/renters, life, umbrella), utilities, phone, internet. - Flag rate increases vs. the prior term and note upcoming renewal dates. - Flag billing addresses in cities I no longer live in (stray local taxes/fees). D. MISSED PAYOUTS - Search: subject:("class action" OR settlement OR refund OR rebate) - Flag claim deadlines — especially within 30 days or recently missed. E. LIVE COUPONS (last 30 days only) - Search: subject:(coupon OR "% off" OR "promo code") — only ones still valid, with expiry dates. RULES: - Rank everything by dollar impact, biggest first. Anything with a deadline within 14 days goes at the very top with the date in bold. - For each item: what it is, the dollar amount, the deadline, and the single action to take. - If you can't verify an amount, say so instead of guessing. - Never paste claim codes, PINs, gift card numbers, or one-time codes into your reply. - Keep it tight: a ranked list, no essays. Skip anything under ~$5 unless it expires within 7 days.
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RT @HaydenCapital: Asking for genuine advice 🙏: Does anyone have experience hiring freelance investigative journalists? I know some funds…
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Clark Square Capital retweeted
Small odd-lot opportunity in $UTMD -- you can make $80 (99 shares * $0.80)
$UTMD 💧 Capital Return · Self-tender Self-tender for 20% of shares at $75.00 cash Mcap $236M · EV $148M · Healthcare
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