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@ClarkSquareCap Clark Square Capital
Clark Square Capital posts on X about $grvy, asia, saas, visibility the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXXXX engagements in the last XX hours.
Engagements: XXXXXXXXX #
- X Week XXXXXXX +66%
- X Month XXXXXXX +560%
- X Months XXXXXXXXX +23%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX +64%
- X Months XXX +43%
- X Year XXX +23%
Followers: XXXXXX #
- X Week XXXXXX +0.43%
- X Month XXXXXX +1.50%
- X Months XXXXXX +11%
- X Year XXXXXX +21%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #129 countries XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence $grvy 3.37%, asia 2.25%, saas #231, visibility #26, stocks 1.12%, balance sheet 1.12%, losses 1.12%, $myte 1.12%, $luxe 1.12%, dec XXXX%
Top accounts mentioned or mentioned by @reignots @cosmo78098710 @joinyellowbrick @capitalfang @toffcap @secretlyaninja @roojoo3 @garpinvest34218 @tbcplaceholder @relayman @plantmath1 @kairospraxis @tiehackcapital @mikefritzell @searching4value @thisismycrypto1 @memyselfandi006 @altaycapital @globalstockpick @mark42367885
Top assets mentioned Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"Just published a new idea: a European quality business growing top-line at a LDD rate and earnings at a mid-teens rate. And trading at 10x FCF. Check it out at the usual place"
@ClarkSquareCap on X 2025-03-23 17:14:43 UTC 29.3K followers, 25.2K engagements
"Good thread on Gravity $GRVY. Great risk/reward here with GRVY at $XX and the company with $XX of net cash on its balance sheet and what looks to be a new hit game" @ClarkSquareCap on X 2025-05-20 15:18:47 UTC 29.5K followers, 43.6K engagements
"$LUXE (previously $MYTE) looking cheap at $XXXX per share. I have it at 7x EBITDA if you net out Yoox losses and only give them credit for 200m EUR in cash (they will get EUR 555m from Richemont). A short-term catalyst is the financials showing the cash (EUR 500m) in Q2" @ClarkSquareCap on X 2025-07-18 14:41:17 UTC 29.5K followers, 18.7K engagements
"What's your favorite idea with the best risk/reward (i.e. lowest downside). And why do you like it I will compile the results and share them as usual. I would appreciate a retweet to get more responses 🙏" @ClarkSquareCap on X 2025-02-07 00:24:15 UTC 29.5K followers, 113.6K engagements
"$ZENV up a bit since May but still one of the cheapest SaaS names anywhere. Stock is at 0.7x revenue or 6x EBITDA (10x EBITDA-CAPEX). Continue to like the event-driven/special sits angle of divesting CPaaaS to get a SaaS multiple on their customer cloud. Funding gap remains an issue but I think the most likely outcome is that they renegotiate the earnouts with Movidesk. A sale of CPaaS would also work here" @ClarkSquareCap on X 2025-07-25 15:16:06 UTC 29.5K followers, 10.6K engagements
"Alright friends it's been a while since the last one. What's your favorite non-US stock growing earnings at a reasonable price Add a sentence on why you like it and the valuation. I will compile results and share in a couple of days" @ClarkSquareCap on X 2025-05-18 18:48:03 UTC 29.5K followers, 134.2K engagements
"What's your favorite idea with the best risk/reward And why do you like it I will compile the results and share them I would appreciate a retweet for visibility. 🙏" @ClarkSquareCap on X 2024-07-09 21:22:06 UTC 29.3K followers, 239.8K engagements
"@rich_toad I have a steelcase gesture and really like it" @ClarkSquareCap on X 2025-07-21 13:02:06 UTC 29.1K followers, XXX engagements
"@secretlyaninja What's sort of interesting about PINFRA is that it's been one of if not the best performing Mexican equities over the last XX years but it's still widely unknown" @ClarkSquareCap on X 2025-07-18 20:46:09 UTC 29.1K followers, XXX engagements
"Are there any brokers that let you open a personal account that can trade EMs and/or frontier markets Interested in: Brazil Colombia South Korea Philippines Vietnam Pakistan Kenya" @ClarkSquareCap on X 2025-07-12 16:50:23 UTC 29.4K followers, 17.4K engagements
"@Reignots Everybody is getting rich (risk assets all-time highs) luxury names are +20% off the bottom retail sales are beating and this trades down every day lol" @ClarkSquareCap on X 2025-07-18 14:48:52 UTC 29.3K followers, XXX engagements
"share a piece of investing lore about yourself" @ClarkSquareCap on X 2025-07-26 17:47:52 UTC 29.5K followers, 3.7M engagements
"@KairosPraxis @WelfareCapLLC In Mexico it's almost all out of pocket" @ClarkSquareCap on X 2025-07-25 17:56:44 UTC 29.5K followers, XX engagements
"Some interesting markets to go fishing in" @ClarkSquareCap on X 2025-07-21 17:06:01 UTC 29.5K followers, 18.6K engagements
"If you assume CPaaS sells for 5-6x EBITDA (a big discount to assets like SINCH/LINK which trade at 9- 11x) the remainco SaaS you are left with is 1x sales" @ClarkSquareCap on X 2025-07-25 15:29:13 UTC 29.5K followers, 3786 engagements
"Just shared my most recent idea - Leonardo S.p.A. $LDO.MI Any feedback / comments / pushback is appreciated If you enjoyed this please share. Thanks in advance to all (Link in next comment)" @ClarkSquareCap on X 2023-04-19 19:01:19 UTC 29.5K followers, 153.2K engagements
"Idea thread This time let's focus on Europe. What's your favorite European idea at the moment Please provide a sentence or two explaining why you like it + valuation. Please retweet this so we can collect more responses. I will compile and share🙏" @ClarkSquareCap on X 2025-03-19 00:00:42 UTC 29.3K followers, 136.2K engagements
"Strategic Capital is calling for the ouster of Gung Ho's (parent owner of $GRVY) CEO" @ClarkSquareCap on X 2025-07-22 22:54:50 UTC 29.5K followers, 8022 engagements
"What are some interesting orphaned equities - i.e. companies that trade in a particular country/exchange while deriving significant revenue/profits from another" @ClarkSquareCap on X 2024-01-10 20:59:49 UTC 29.4K followers, 65.2K engagements
"Time for an idea thread Here goes: what's your favorite non-US idea at the moment Add a sentence explaining why you like it + valuation. As per usual I will take the responses and compile them for everyone. Please retweet for visibility" @ClarkSquareCap on X 2025-07-14 21:38:50 UTC 29.5K followers, 161.4K engagements
"@agnostoxxx New trade idea. Buy trade tariff refund rights at 25c on the dollar. Put in SPAC. Buy bitcoin which then trades at 2x mNAV. 8x your money and chill" @ClarkSquareCap on X 2025-07-21 21:08:23 UTC 29.2K followers, XXX engagements
"$GRVY -- Korean video gaming business. Has $XX worth of net cash on the B/S but currently trades at $XX. They have a profitable business (1x EBIT TTM) and a few hit games out in SE Asia are likely to reaccelerate sales growth. They have also been expanding into China. Its parent Gungho also has an activist. So lots of optionality if sales/profit inflect or if there is a corporate action. I'm a broken record on this one but I still see this as one of the best r/r out there" @ClarkSquareCap on X 2025-07-01 19:10:05 UTC 29.5K followers, 25.5K engagements
"What's your favorite non-US stock (US-listed is OK) heading into 2025 Why is it compelling (Be sure to include a brief pitch). I will compile the results and share them. Please retweet to get more responses🙏" @ClarkSquareCap on X 2025-01-01 21:56:50 UTC 29.1K followers, 131.8K engagements
"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" @ClarkSquareCap on X 2025-07-18 01:23:42 UTC 29.5K followers, 63K engagements
"For all my new followers I share investment research on underfollowed companies and special situations. You can check out my work here:" @ClarkSquareCap on X 2025-07-27 16:16:31 UTC 29.5K followers, 6102 engagements