# ![@ClarkSquareCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::996949169570025472.png) @ClarkSquareCap Clark Square Capital

Clark Square Capital posts on X about market cap, stocks, if you, market the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::996949169570025472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::996949169570025472/c:line/m:interactions.svg)

- [--] Week [------] +147%
- [--] Month [-------] -44%
- [--] Months [---------] -80%
- [--] Year [----------] +179%

### Mentions: [--] [#](/creator/twitter::996949169570025472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::996949169570025472/c:line/m:posts_active.svg)

- [--] Months [---] +178%
- [--] Year [---] +162%

### Followers: [------] [#](/creator/twitter::996949169570025472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::996949169570025472/c:line/m:followers.svg)

- [--] Week [------] +0.12%
- [--] Month [------] +0.48%
- [--] Months [------] +4.80%
- [--] Year [------] +17%

### CreatorRank: [-------] [#](/creator/twitter::996949169570025472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::996949169570025472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[market cap](/topic/market-cap) #665, [stocks](/topic/stocks), [if you](/topic/if-you), [market](/topic/market), [$luxe](/topic/$luxe), [$grvy](/topic/$grvy), [brazil](/topic/brazil), [$cbd](/topic/$cbd), [investment](/topic/investment), [what are](/topic/what-are)

**Top accounts mentioned or mentioned by**
[@reignots](/creator/undefined) [@atelicinvest](/creator/undefined) [@astutexai](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@mikefritzell](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@tiehackcapital](/creator/undefined) [@uvshares](/creator/undefined) [@toffcap](/creator/undefined) [@acidinvestments](/creator/undefined) [@stockjabber](/creator/undefined) [@irbezek](/creator/undefined) [@stokedonwaves](/creator/undefined) [@acapitallp](/creator/undefined) [@deusexdividend](/creator/undefined) [@stoicpoint](/creator/undefined) [@halviocapital](/creator/undefined) [@joekraymond](/creator/undefined) [@theappinvestor](/creator/undefined)

**Top assets mentioned**
[MYT Netherlands Parent B.V. (MYTE)](/topic/$myte) [Zenvia Inc. (ZENV)](/topic/$zenv) [MAPS (MAPS)](/topic/$maps) [VERAsity (VRA)](/topic/$vra) [Costco Wholesale Corporation (COST)](/topic/costco) [Morgan Stanley (MS)](/topic/morgan-stanley) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Wide-ranging interview with venture capitalist and Sequoia Capital Founder Don Valentine. https://digitalassets.lib.berkeley.edu/roho/ucb/text/valentine_donald.pdf https://digitalassets.lib.berkeley.edu/roho/ucb/text/valentine_donald.pdf"  
[X Link](https://x.com/ClarkSquareCap/status/1252026578860638211)  2020-04-20T00:09Z 25.2K followers, [--] engagements


"@SleepwellCap I would add: $WALMEX* - Walmart de Mexico $GRUMAB - Dominate the corn/flour tortilla market in Mexico and the US. $ALSEA - Own franchises including SBUX BK DPZ and others"  
[X Link](https://x.com/ClarkSquareCap/status/1394857694780067847)  2021-05-19T03:29Z 30.2K followers, [--] engagements


"Quantity leads to quality. h/t Atomic Habits @JamesClear"  
[X Link](https://x.com/ClarkSquareCap/status/1586414159746301953)  2022-10-29T17:46Z 25.2K followers, [--] engagements


"Quick trade idea: $BVH tendering for 4.5m shares at $22.17. Stock is currently trading at $21. Spread is just under 6% and likely to close soon. Good for those still holding some cash"  
[X Link](https://x.com/ClarkSquareCap/status/1588217961726107648)  2022-11-03T17:14Z 30.4K followers, [--] engagements


"A quick thread on one of the best risk/reward opportunities I see in the market today: $CBD CBD is a Brazilian holdco (GPA) that is set to crystallize significant sum-of-the-parts value through the upcoming spin (on track for 1H 23) of its Colombian grocery chain Grupo Exito"  
[X Link](https://x.com/anyuser/status/1636128967928467456)  2023-03-15T22:15Z 31.4K followers, 140.8K engagements


"A few from me: - $CBD - upcoming spin of Exito + stub at negative value - $RTN.LN - activists pushing for asset sales / strategic review - $PFSW - biz up for sale in strategic review (recently sold off) - $LMN.SW - travel recovery + strategic review (likely sale)"  
[X Link](https://x.com/ClarkSquareCap/status/1639290019939581958)  2023-03-24T15:36Z 29.8K followers, [----] engagements


"A few that I'm looking at (in case anybody wants to share notes or collab) - $ROVIO - $QUOT - $BAYN.GR - $ADV - $AMRK - $CTS.TO - $RRGB - $ONTF - $VRRM - $GROW - $WTT - $LGL - $CTG - $LFCR - $SPB - $AVTA"  
[X Link](https://x.com/ClarkSquareCap/status/1639291219644669952)  2023-03-24T15:40Z 29.8K followers, [----] engagements


"Any news on $CBD $PCAR3 I know the $EXITO analyst day is today - does anybody have any updates from that"  
[X Link](https://x.com/ClarkSquareCap/status/1645823380715720709)  2023-04-11T16:17Z 30.4K followers, [----] engagements


"Wow wow wow wow wow"  
[X Link](https://x.com/anyuser/status/1646895756647755780)  2023-04-14T15:18Z 31.4K followers, 144.1K engagements


"What's your favorite value name with a catalyst And why"  
[X Link](https://x.com/ClarkSquareCap/status/1652807886706278400)  2023-04-30T22:51Z 25.2K followers, 121.2K engagements


"Here are some of the "value with a catalyst" ideas that were shared with a brief description included. What else should we add Thx all What's your favorite value name with a catalyst And why What's your favorite value name with a catalyst And why"  
[X Link](https://x.com/ClarkSquareCap/status/1653163488649388040)  2023-05-01T22:24Z 30.4K followers, 91.2K engagements


"Greystone Capital Management on Sylogist Ltd. (SYZLF) h/t @AKWilk"  
[X Link](https://x.com/ClarkSquareCap/status/1654954159068545024)  2023-05-06T20:59Z 27.8K followers, [----] engagements


"QVT (quality valuation timing) is a very useful framework in investing. Too many people focus on quality or valuation but not enough focus on timing. It's critical to ask yourself "why now""  
[X Link](https://x.com/ClarkSquareCap/status/1661074946313928705)  2023-05-23T18:21Z 30.4K followers, 15.5K engagements


"I would never argue that $CBD couldn't trade down significantly post-spin because it definitely could. But there are very big differences between the Axtel spin and Exito which makes this a bad comp IMO. - Axtel is tiny relative to Alfa: market cap of $160m USD vs Alfa at $3B. Exito is much bigger than CBD/GPA. - Axtel has been a problem asset for Alfa for a long time and I think there aren't many interested buyers given the low-quality asset. Exito is the best asset within GPA and there are plenty of interested buyers in Colombia and abroad. - Axtel only trades on the Mexican Bolsa. Exito"  
[X Link](https://x.com/ClarkSquareCap/status/1663910859486158864)  2023-05-31T14:10Z 30.4K followers, [----] engagements


"Grupo Exito just released a new presentation with a lot more details about the business. https://www.grupoexito.com.co/es/Grupo-Exito-Corporate-Presentation-2023.pdf Just shared my $CBD write-up which has a more detailed analysis and info than my previous thread. Any feedback / pushback is appreciated If you enjoyed this please share. Thanks in advance to all (Link in next comment) https://t.co/TWaVIwYsWp https://www.grupoexito.com.co/es/Grupo-Exito-Corporate-Presentation-2023.pdf Just shared my $CBD write-up which has a more detailed analysis and info than my previous thread. Any feedback /"  
[X Link](https://x.com/ClarkSquareCap/status/1668744985850834944)  2023-06-13T22:19Z 24.6K followers, 24.6K engagements


"Looks like good news for $CBD / $EXITO / $CNOVA Great update today on our $CBD thesis as Casino received a $1.1 bl bid from Xavier Niel Zouari and Pigasse. $CO.PA +18% on the news and $CBD +3% pre-mkt. https://t.co/pHD2jb2lng Great update today on our $CBD thesis as Casino received a $1.1 bl bid from Xavier Niel Zouari and Pigasse. $CO.PA +18% on the news and $CBD +3% pre-mkt. https://t.co/pHD2jb2lng"  
[X Link](https://x.com/ClarkSquareCap/status/1669069199107321865)  2023-06-14T19:48Z 30.4K followers, [----] engagements


"An interesting development in the $CBD / $EXITO spin as holdco GPA just received an offer for 96.5% of their EXITO shares. $836m for Exito implies an offer price of COP [----] below the COP [----] it currently trades at (although w/little liquidity)"  
[X Link](https://x.com/ClarkSquareCap/status/1674222339817439234)  2023-06-29T01:04Z 30.4K followers, 22.3K engagements


"Good news for $CBD shareholders. $CBD / GPA has rejected the low-ball offer for $EXITO. An interesting development in the $CBD / $EXITO spin as holdco GPA just received an offer for 96.5% of their EXITO shares. $836m for Exito implies an offer price of COP [----] below the COP [----] it currently trades at (although w/little liquidity). https://t.co/vgRiD99kPZ An interesting development in the $CBD / $EXITO spin as holdco GPA just received an offer for 96.5% of their EXITO shares. $836m for Exito implies an offer price of COP [----] below the COP [----] it currently trades at (although w/little"  
[X Link](https://x.com/ClarkSquareCap/status/1674559491352805376)  2023-06-29T23:24Z 30.4K followers, [----] engagements


"@Bonhoeffer_KDS @CJ0pp3l It matters. It's always a risk with foreign companies"  
[X Link](https://x.com/ClarkSquareCap/status/1678082131120254976)  2023-07-09T17:00Z 21.1K followers, [---] engagements


"@echantech1 Anecdotes are not hard facts. Look at active user numbers. Thesis does not require growth to work. They are good at executing. No reason why they couldn't find some other piece of IP to milk"  
[X Link](https://x.com/ClarkSquareCap/status/1678103399605358592)  2023-07-09T21:49Z 21.1K followers, [--] engagements


"@Greger_Bastuson I don't think your numbers are crazy by any means. But it is hard to model"  
[X Link](https://x.com/ClarkSquareCap/status/1678120750950289408)  2023-07-09T19:16Z 21.1K followers, [--] engagements


"https://www.clarksquarecapital.com/p/gravity-co-grvy https://www.clarksquarecapital.com/p/gravity-co-grvy"  
[X Link](https://x.com/ClarkSquareCap/status/1678148121312784386)  2023-07-09T21:04Z 25.4K followers, [----] engagements


"A new chapter begins. Thanks to all for your continued support"  
[X Link](https://x.com/ClarkSquareCap/status/1678566278880002048)  2023-07-11T01:08Z 21.1K followers, 41.7K engagements


"@LowAlphaHighVol To riches I hope I don't think it's possible unless I fly out to Colombia and open an account. Maybe not worth the hassle at this point"  
[X Link](https://x.com/ClarkSquareCap/status/1678983844739915776)  2023-07-12T04:30Z 21.1K followers, [---] engagements


"@LowAlphaHighVol @Citrini7 Yeah but if you're gonna lose money might as well lose it in an interesting way😉"  
[X Link](https://x.com/ClarkSquareCap/status/1678986768245305344)  2023-07-12T04:38Z 21.1K followers, [--] engagements


"Oakmark International with [--] new positions: Bank Mandiri (Indonesia) and Recruit Holdings (Japan)"  
[X Link](https://x.com/ClarkSquareCap/status/1682111280092422145)  2023-07-20T19:32Z 27.3K followers, [----] engagements


"$CBD $PCAR Rejects the offer from Gilinski for 51% of Exito. A good move obviously as the offer was too low and did not compensate them for a control premium. Interestingly CBD lays out requirements for what a reasonable offer should look like. A quick recap of the $CBD $PCAR3 spin-co situation: https://t.co/SZP9w4r3dv A quick recap of the $CBD $PCAR3 spin-co situation: https://t.co/SZP9w4r3dv"  
[X Link](https://x.com/ClarkSquareCap/status/1682137852572827648)  2023-07-20T21:18Z 24.7K followers, [----] engagements


"$EXITO US ADR approved. The company is only missing approval from Colombian authorities for the transfer of shares to the ADR and BDR programs. $CBD / $EXITO spin-off expected to occur before August 15th assuming no more offer(s) from Gilinski / Cencosud"  
[X Link](https://x.com/ClarkSquareCap/status/1683964471361048576)  2023-07-25T22:16Z 30.4K followers, 14.3K engagements


"Are there any US brokers that can trade local Brazilian stocks Thanks in advance"  
[X Link](https://x.com/ClarkSquareCap/status/1685346298311114752)  2023-07-31T05:37Z 21.1K followers, 16.9K engagements


"How Warren Buffett spends his day"  
[X Link](https://x.com/anyuser/status/1685768435555520512)  2023-07-30T21:44Z 31.4K followers, 116.6K engagements


"Buffett's incredible pattern recognition skills"  
[X Link](https://x.com/anyuser/status/1685781453689475072)  2023-07-30T22:36Z 31.4K followers, 66.2K engagements


"Buffett's use of filters"  
[X Link](https://x.com/anyuser/status/1685782041525403648)  2023-07-30T22:38Z 31.4K followers, 34K engagements


"If you work on the buy-side do you model currency effects or not Why or why not"  
[X Link](https://x.com/ClarkSquareCap/status/1686965581696892928)  2023-08-03T09:03Z 21.1K followers, 20.4K engagements


"Moerus Capital Management 1H [--] Letter New positions in: LATAM Airlines Natura Teck Resources. https://www.linkedin.com/posts/moerus-capital-management-llc_moerus-worldwide-value-fund-semi-annual-report-activity-7092962123013619712-NGlautm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/moerus-capital-management-llc_moerus-worldwide-value-fund-semi-annual-report-activity-7092962123013619712-NGlautm_source=share&utm_medium=member_desktop"  
[X Link](https://x.com/ClarkSquareCap/status/1687213121126158340)  2023-08-03T21:25Z 26.9K followers, 10.8K engagements


"Gravity Co. $GRVY released earnings earlier this week. They reported the best earnings in their history and the quarter was a re-acceleration from Q4/Q1 which were also record quarters. This was driven by the strength of Ragnarok Origin which was released in SE Asia"  
[X Link](https://x.com/ClarkSquareCap/status/1690459124398469121)  2023-08-12T20:23Z 21.1K followers, 20.6K engagements


"I think GRVY will generate about $125m USD in EBITDA vs its current EV of $190m putting this at a current EBITDA multiple of 1.5x. If you assume that earnings in [----] will be cut in half which I think is too draconian an assumption the company would still trade below 3.0x"  
[X Link](https://x.com/ClarkSquareCap/status/1690460652626698240)  2023-08-12T20:30Z 19.3K followers, [----] engagements


"@AltayCapital The business hasn't really traded at a negative EV since [----] and I think you can argue that the business has improved since then. GRVY is now running more of a "live ops" model that extends the life of its games and makes earnings less volatile over time"  
[X Link](https://x.com/ClarkSquareCap/status/1690482789634740224)  2023-08-12T21:57Z 21.1K followers, [---] engagements


"Video game company valuations are a lot different now vs pre-2015. Now investors appreciate that there is a lot more durability for franchises. Companies also transitioned into more recurring revenue models with much higher margins due to in-game spend. If you look at even the triple A franchises they used to trade for under 10x EPS. I don't think it's a fair comparison"  
[X Link](https://x.com/ClarkSquareCap/status/1690487045293031426)  2023-08-12T22:14Z 20.2K followers, [---] engagements


"This post makes me think about the Pabrai/Munger anecdote about Capital Group having a "best ideas" portfolio that underperformed meaningfully. The reason for the underperformance was that: - The "highest conviction" names were usually the names analysts spent the most time on - The names were chosen by sector specialists so ideas were the "relative" best put perhaps pitched at a time when the whole sector was unattractive. h/t @MohnishPabrai"  
[X Link](https://x.com/ClarkSquareCap/status/1690844751770038272)  2023-08-13T21:56Z 21.1K followers, 28.1K engagements


"180 Degree Capital on $IVAC"  
[X Link](https://x.com/ClarkSquareCap/status/1691541485076770816)  2023-08-15T20:04Z 29.1K followers, [----] engagements


"@WaterworldCapi1 What about Costco Once you start to see deflation in a few categories you get hit with the double whammy of weaker SSS and lower dollar gross profits"  
[X Link](https://x.com/ClarkSquareCap/status/1692216114468565452)  2023-08-17T16:45Z 21.1K followers, [---] engagements


"Peter Lynch on what makes a great company"  
[X Link](https://x.com/ClarkSquareCap/status/1692563882978451806)  2023-08-18T15:47Z 21.1K followers, 21.6K engagements


"What are some of your all-time favorite podcast episodes Investing and non-investing"  
[X Link](https://x.com/anyuser/status/1692927486395334831)  2023-08-19T15:52Z 31.4K followers, 78.7K engagements


"How I Built This with Stacy Brown - Chicken Salad Chick https://open.spotify.com/episode/35gZ4gLeq2a5vHtq1HlgU2si=yB4I9lHdRcqgbactvQNd2Q https://open.spotify.com/episode/35gZ4gLeq2a5vHtq1HlgU2si=yB4I9lHdRcqgbactvQNd2Q"  
[X Link](https://x.com/ClarkSquareCap/status/1692949695834824906)  2023-08-19T17:20Z 24.5K followers, [----] engagements


"Manny Stotz - Frontier Markets Investing https://open.spotify.com/episode/2B8dFqQ0g8b3M7eUHDSIw8si=y6Hd0AEYR1eD1C9EylLIPg https://open.spotify.com/episode/2B8dFqQ0g8b3M7eUHDSIw8si=y6Hd0AEYR1eD1C9EylLIPg"  
[X Link](https://x.com/ClarkSquareCap/status/1692950445625340006)  2023-08-19T17:23Z 24.5K followers, [----] engagements


"Men will literally write books on the inflation cycles of the Roman Empire instead of going to therapy"  
[X Link](https://x.com/ClarkSquareCap/status/1693653478810259702)  2023-08-21T15:57Z 21.1K followers, [----] engagements


"Friendly reminder that $EXITO shares are being distributed to holders of $CBD as of tomorrow $CBD is trading under $4.00 and the #s are getting silly again. Assuming Gilinski's offer of $1150m (rejected as too low) is the floor the "stub" has an EV of $200m. The stub will generate $3.8B USD in sales and a 9% post-IFRS EBITDA margin putting it at 1.0x EBITDA. $CBD is trading under $4.00 and the #s are getting silly again. Assuming Gilinski's offer of $1150m (rejected as too low) is the floor the "stub" has an EV of $200m. The stub will generate $3.8B USD in sales and a 9% post-IFRS EBITDA"  
[X Link](https://x.com/ClarkSquareCap/status/1693691245783105811)  2023-08-21T18:27Z 30.4K followers, 11.7K engagements


"Stephen Mandel (Lone Pine) on what makes for a good analyst"  
[X Link](https://x.com/ClarkSquareCap/status/1693805254771388453)  2023-08-22T02:00Z 21.1K followers, 25.4K engagements


"This was excellent. River Oaks Capital H1 [----] Letter h/t @Whit_Huguley https://drive.google.com/file/d/1-kmtNCxkapATQaYeCIGJgQz5PBeV9HEQ/view https://drive.google.com/file/d/1-kmtNCxkapATQaYeCIGJgQz5PBeV9HEQ/view"  
[X Link](https://x.com/anyuser/status/1694361994994860501)  2023-08-23T14:52Z 31.4K followers, 51.3K engagements


"$EXITO r/r is very compelling. Probably needs a month post-spin to settle but even at the current price (COP [----] per share) the stock is trading at 4x EBIT. And you have an acquisition offer at [----] COP/share (30% higher) that was rejected as too low"  
[X Link](https://x.com/ClarkSquareCap/status/1696317493252378831)  2023-08-29T00:23Z 30.4K followers, [--] engagements


"@TrippingFuture That's way out of my wheelhouse but thanks for the share"  
[X Link](https://x.com/ClarkSquareCap/status/1696331927039398097)  2023-08-29T01:20Z 21.1K followers, [---] engagements


"Good read on Irving Kahn - a value investor who lived until the age of 107"  
[X Link](https://x.com/ClarkSquareCap/status/1697350942666989967)  2023-08-31T20:49Z 21.1K followers, [----] engagements


"For those people who work on the buy-side or who have been investing for a long time what are a few things you wish you had known when you started out"  
[X Link](https://x.com/anyuser/status/1697378685077078215)  2023-08-31T22:39Z 31.4K followers, 185K engagements


"@RmagelaRJ @alvarogomezolea @danlo303 They're off-balance sheet because management thinks they have a very strong case to win these tax lawsuits. If they lose the notional amount is likely to be a lot smaller as these are long standing tax issues accruing interest at high rates"  
[X Link](https://x.com/ClarkSquareCap/status/1698024635831349664)  2023-09-02T17:26Z 21.1K followers, [--] engagements


"Here are a few of the highlights from the question: "What are a few things you wish you had known when you started out investing" Thanks to everyone who contributed 🙏 For those people who work on the buy-side or who have been investing for a long time what are a few things you wish you had known when you started out For those people who work on the buy-side or who have been investing for a long time what are a few things you wish you had known when you started out"  
[X Link](https://x.com/anyuser/status/1698761125834219562)  2023-09-04T18:13Z 31.4K followers, 59.4K engagements


""People who do great things don't get a lot done every day. They get something done rather than nothing." Love this. Great stuff by @NeckarValue"  
[X Link](https://x.com/ClarkSquareCap/status/1702404843560657314)  2023-09-14T19:31Z 20.2K followers, 10.7K engagements


"Good study on spin-offs by Houlihan Lokey"  
[X Link](https://x.com/ClarkSquareCap/status/1702418084001439962)  2023-09-14T20:24Z 21.1K followers, 33.4K engagements


""Once you realize that your entire mission is to value businesses and pay much less for them than they're worth it's incredibly liberating." (h/t @WilliamGreen72 - from the excellent book Richer Wiser Happier)"  
[X Link](https://x.com/ClarkSquareCap/status/1703477727926300804)  2023-09-17T18:35Z 21.1K followers, [----] engagements


"Just published a new idea. A UK company that sold off assets leaving behind its crown jewel software business at a big discount to peers. Check it out below"  
[X Link](https://x.com/ClarkSquareCap/status/1704214803470807479)  2023-09-19T19:24Z 21.1K followers, [----] engagements


"Just published a new idea. A UK company that sold off assets leaving behind its crown jewel software business at a big discount to peers. Check it out at the usual place"  
[X Link](https://x.com/ClarkSquareCap/status/1704216829281931442)  2023-09-19T19:32Z 21.1K followers, 39.4K engagements


"Here are the responses to the question: "What's your favorite idea with a market cap below $500m USD right now" Thanks to everyone who contributed 🙏 What's your favorite idea with a market cap below $500m USD right now US/International anything goes. Please RT so we can get more answers and I will compile a list. What's your favorite idea with a market cap below $500m USD right now US/International anything goes. Please RT so we can get more answers and I will compile a list"  
[X Link](https://x.com/anyuser/status/1704297844402713043)  2023-09-20T00:54Z 31.4K followers, 113.3K engagements


"Clark Square Capital's Absolute Value achieved two big milestones today: 1) It reached [---] paid subscribers and 2) It made the list of top [---] publications in the Finance category. Thanks to everyone for their support I am eternally grateful 🙏"  
[X Link](https://x.com/ClarkSquareCap/status/1704536527684935844)  2023-09-20T16:42Z 25.4K followers, 18.4K engagements


"So many Here are a few primarily for equities: @ToffCap (for special sits event-driven) @OtterMarket (great takes on microcaps) @evfcfaddict ( European names) @alluvialcapital (under-the-radar stocks) @shot_change (European stocks) @distressedbr (Brazilian stocks) @acidinvestments (funky situations) @AReviewOrTwo1 (the meta of investing) @nuancerocket (smart and funny takes) @augustusville (European names)"  
[X Link](https://x.com/ClarkSquareCap/status/1705275350517785074)  2023-09-22T17:38Z 21.1K followers, [---] engagements


"The list of Magic Formula stocks (Joel Greenblatt). Does anything look interesting"  
[X Link](https://x.com/anyuser/status/1706079558347178437)  2023-09-24T22:53Z 31.4K followers, 123.9K engagements


"@ChrisDeMuthJr Thanks Chris. Appreciate the thoughts"  
[X Link](https://x.com/ClarkSquareCap/status/1706081752677032028)  2023-09-24T23:02Z 21.1K followers, [----] engagements


"What are some of the best investing Twitter threads of all time Please share your favorites"  
[X Link](https://x.com/ClarkSquareCap/status/1706082972204400712)  2023-09-24T23:07Z 21.1K followers, [---] engagements


"Took a position in $WISH for a trade. Activist fund Cannell Capital is urging the company to liquidate. While the company burns LOTS of cash they have $20 per share in net cash vs. the current px of $4. Cannell urging the company to evidence action before Sep [--] (Wed)"  
[X Link](https://x.com/anyuser/status/1706325840449904989)  2023-09-25T15:12Z 31.4K followers, 275.6K engagements


"FYI: This is an event-driven trade. I think if the company announces some action toward a liquidation the stock will be worth a lot more. If they don't announce anything this week I will sell the position"  
[X Link](https://x.com/ClarkSquareCap/status/1706336720369729563)  2023-09-25T15:55Z 21.1K followers, [----] engagements


"Crickets from $WISH management. This means I will cut this tomorrow"  
[X Link](https://x.com/ClarkSquareCap/status/1707154496328020175)  2023-09-27T22:05Z 21.1K followers, [----] engagements


"What being a small cap investor feels like"  
[X Link](https://x.com/anyuser/status/1708912567307911334)  2023-10-02T18:31Z 31.4K followers, 296K engagements


""He says he's a small cap investor but I only saw a bunch of micro caps in his portfolio.""  
[X Link](https://x.com/ClarkSquareCap/status/1709278650078536027)  2023-10-03T18:46Z 21.1K followers, [----] engagements


"Guys I need your help. I got a cease and desist from a firm called River Road Asset Management for using "Absolute Value" on my blog. What do I do Absolute Value is a pretty generic term in investing no Especially for a blog"  
[X Link](https://x.com/anyuser/status/1709300641074483601)  2023-10-03T20:13Z 31.4K followers, 281K engagements


"@shaqer23 From their "Deputy Chief Compliance Officer" whatever that means"  
[X Link](https://x.com/ClarkSquareCap/status/1709373534412157313)  2023-10-04T01:03Z 21.1K followers, [---] engagements


"Nice job to the guys running the "Focused Absolute Value" at River Road"  
[X Link](https://x.com/ClarkSquareCap/status/1709398554253336818)  2023-10-04T02:42Z 21.1K followers, 16.5K engagements


"To comply with River Road Asset Management's cease and desist I have changed the name of my publication to Clark Square Capital's Ultimate Value. My time is better served in looking for great ideas as I don't have the luxury of hiding behind a legal or marketing machine if I don't perform. Thanks to all for the advice and kind words of encouragement. I appreciate it"  
[X Link](https://x.com/ClarkSquareCap/status/1709683376800567396)  2023-10-04T21:34Z 21.1K followers, 100K engagements


"A nice outcome for $BSQR holders. Congrats @ToffCap"  
[X Link](https://x.com/ClarkSquareCap/status/1712252708244050071)  2023-10-11T23:43Z 29.1K followers, [----] engagements


"The Restaurant Group $RTN.LN #RTN is to be acquired for [--] pence per share. 9x EBITDA on trough [----] #s. I wrote this up back in March at [--] pence/share. Not a bad outcome but still think Apollo is getting a deal. Oasis and Irenic have already agreed to vote for the deal"  
[X Link](https://x.com/ClarkSquareCap/status/1712475790410211371)  2023-10-12T14:30Z 18.3K followers, 24.6K engagements


"Bought some puts on $LL in case the deal by $LIVE isn't real which I think might be the case. Red flags: 1) The CEO of $LIVE is being investigated by the SEC for disclosure and financial fraud 2) the CEO separately manages "Isaac Capital Group" which owns 4% of $LL"  
[X Link](https://x.com/ClarkSquareCap/status/1712849426782343647)  2023-10-13T15:15Z 21.1K followers, 10.8K engagements


"@travelamigo What makes you think they have a better offer already"  
[X Link](https://x.com/ClarkSquareCap/status/1713309319725252610)  2023-10-14T21:42Z 21.1K followers, [--] engagements


"Just published a new write-up"  
[X Link](https://x.com/ClarkSquareCap/status/1713581067825803535)  2023-10-15T15:42Z 18.2K followers, 17.7K engagements


"@ChrisOlin @ToffCap I like $DLA here"  
[X Link](https://x.com/ClarkSquareCap/status/1713964883379638672)  2023-10-16T17:07Z 25.4K followers, [---] engagements


"@yesitsmeagainn @StockpickingA @travelamigo You sure make a lot of money with puts in bear markets"  
[X Link](https://x.com/ClarkSquareCap/status/1713971943160909889)  2023-10-16T17:35Z 19.4K followers, [--] engagements


"No paywall. Open for everyone Wrote a quick update on The Restaurant Group $RTN.LN #RTN and $CBD / $EXTO. https://www.clarksquarecapital.com/p/updates-october-16-2023 https://www.clarksquarecapital.com/p/updates-october-16-2023"  
[X Link](https://x.com/ClarkSquareCap/status/1713989962264097156)  2023-10-16T18:47Z 30.4K followers, 10.8K engagements


"@ptuomov A big chunk of the tax liabilities are "possible but not probable." Even if you estimate some % you have to discount that as it's compounded due to inflation and fees. I think they roughly net out vs the tax assets that they have on the b/s; some of which they can sell"  
[X Link](https://x.com/ClarkSquareCap/status/1714026745081258148)  2023-10-16T21:13Z 21.1K followers, [--] engagements


"Good short report on $LL Bleecker Street is short LL Flooring Holdings $LL. LL shares rallied 40% last week after a $200m cash acquisition offer from Live Ventures $LIVE. The SEC is seeking to permanently bar LIVE's CEO for financial wrongdoings. Read our full report here: https://t.co/jFqM7jxKKX Bleecker Street is short LL Flooring Holdings $LL. LL shares rallied 40% last week after a $200m cash acquisition offer from Live Ventures $LIVE. The SEC is seeking to permanently bar LIVE's CEO for financial wrongdoings. Read our full report here: https://t.co/jFqM7jxKKX"  
[X Link](https://x.com/ClarkSquareCap/status/1714315305583792336)  2023-10-17T16:19Z 24.7K followers, [----] engagements


"@GreenStoicValue Thanks What's the thesis there"  
[X Link](https://x.com/ClarkSquareCap/status/1716568403509440884)  2023-10-23T21:32Z 21.1K followers, [---] engagements


"@BilionairBurner Thanks What's the story"  
[X Link](https://x.com/ClarkSquareCap/status/1716568768359408106)  2023-10-23T21:34Z 18.3K followers, [---] engagements


"Earnings season: not even once"  
[X Link](https://x.com/ClarkSquareCap/status/1717310544401543361)  2023-10-25T22:41Z 18.2K followers, [----] engagements


"For obvious reasons taking this outside of the paywall. Enjoy"  
[X Link](https://x.com/ClarkSquareCap/status/1717743691262001422)  2023-10-27T03:23Z 18.4K followers, 20.8K engagements


"$ADV - does sales/marketing for CPGs/retailers (i.e. "sampling" booths for Costco). It's very labor-intensive and margins got crushed w/higher wages. They are working thru higher prices on contracts and getting back to 100% staffing levels. Could get to +200-300bps higher margins"  
[X Link](https://x.com/ClarkSquareCap/status/1718325907234938993)  2023-10-28T17:56Z 18.4K followers, [----] engagements


"@crash_capital Markets don't seem to care if you're a UK small cap"  
[X Link](https://x.com/ClarkSquareCap/status/1719706191016677590)  2023-11-01T13:21Z 18.4K followers, [---] engagements


"@ThomasMoroder @ToffCap If they can successfully push out the earn-outs by about a year (which I think is possible) then they solve the funding gap. With that solved this can get a real multiple. A 10x on '24 guided EBITDA is worth a $5 stock or roughly a 4x from the current px"  
[X Link](https://x.com/ClarkSquareCap/status/1719752410283769882)  2023-11-01T16:25Z 18.4K followers, [--] engagements


"Tiidal (CSE: TIDL) is winding down and buying back all shares at $0.1225 vs. the last traded price of $0.11 (11% upside). The close is targeted before EOY so the IRR is even better. Thought I'd share since IBKR does not let me trade Canadian penny stocks"  
[X Link](https://x.com/ClarkSquareCap/status/1719830513181929819)  2023-11-01T21:35Z 18.5K followers, [----] engagements


"@the5dscapital @patrick_oshag Yes it is"  
[X Link](https://x.com/ClarkSquareCap/status/1719898590351425652)  2023-11-02T02:05Z 18.4K followers, [---] engagements


"Interesting pitch of $FCFS by Alta Fox. h/t @AltaFoxCapital"  
[X Link](https://x.com/ClarkSquareCap/status/1719912425019814017)  2023-11-02T03:00Z 26.2K followers, 32.2K engagements


"CSC's Ultimate Value is now a top [--] publication in the finance category. Thanks to everyone for their support It means a lot"  
[X Link](https://x.com/ClarkSquareCap/status/1720530220401168711)  2023-11-03T19:55Z 25.9K followers, [----] engagements


"Wrote an update piece on a couple of positions. Check it out at the usual place. Thanks for reading"  
[X Link](https://x.com/ClarkSquareCap/status/1721608762283241812)  2023-11-06T19:21Z 18.4K followers, [----] engagements


"If you like industry primers here are a bunch of them (in case you missed this) https://www.dropbox.com/sh/5ixagmeivysinhs/AAB3CChscGgfR3dO2gMfuVcaadl=0 https://www.dropbox.com/sh/5ixagmeivysinhs/AAB3CChscGgfR3dO2gMfuVcaadl=0"  
[X Link](https://x.com/anyuser/status/1728510250356293782)  2023-11-25T20:25Z 31.4K followers, 116.1K engagements


"@atelicinvest It's also common to see people shift from "wealth building" to "wealth protecting" once they get rich enough. I wonder if that plays an important part as well"  
[X Link](https://x.com/ClarkSquareCap/status/1728586239660712150)  2023-11-26T01:27Z 19K followers, [----] engagements


"For small accounts Buffett said he would be buying names like Korean flour company Daehan Flour Mills. Clearly the best way to outperform is to look where others are not. Buffett's answer to how he'd invest small sums if he was 20-something years old https://t.co/R8TJyqfswD Buffett's answer to how he'd invest small sums if he was 20-something years old https://t.co/R8TJyqfswD"  
[X Link](https://x.com/anyuser/status/1728648653295002093)  2023-11-26T05:35Z 31.4K followers, 132.3K engagements


"@DarkfireCapital For Korean stocks What are the fees like"  
[X Link](https://x.com/ClarkSquareCap/status/1728654875658183090)  2023-11-26T06:00Z 19K followers, [----] engagements


"@yangtang It was in his PA. He probably just sat there for years"  
[X Link](https://x.com/ClarkSquareCap/status/1728655343671197873)  2023-11-26T06:02Z 19K followers, [---] engagements


"Looks like $ABY.AX is getting an offer from THG. h/t @RonShamgar"  
[X Link](https://x.com/ClarkSquareCap/status/1728681485908218107)  2023-11-26T07:45Z 24.6K followers, 19.4K engagements


"Looks like it was a lowball offer (AUD $1.25 - $1.30/share) that has been rejected by the Board. Looks like $ABY.AX is getting an offer from THG. h/t @RonShamgar https://t.co/lKqosXoGxR Looks like $ABY.AX is getting an offer from THG. h/t @RonShamgar https://t.co/lKqosXoGxR"  
[X Link](https://x.com/ClarkSquareCap/status/1728910932787781843)  2023-11-26T22:57Z 26.9K followers, 10.6K engagements


"Here is a PDF with 1000+ pages of Charlie Munger's accumulated wisdom (Wesco letters speeches etc.) Thanks for all of your wisdom Charlie. You will be missed. RIP 👑 h/t to whoever compiled this https://drive.google.com/file/d/0BxTPR9eP5nWeeXd6X3hjMy1pZDg/viewresourcekey=0-sntz0S-p35zMkhf0pD8M-Q https://drive.google.com/file/d/0BxTPR9eP5nWeeXd6X3hjMy1pZDg/viewresourcekey=0-sntz0S-p35zMkhf0pD8M-Q"  
[X Link](https://x.com/anyuser/status/1729613134229561532)  2023-11-28T21:28Z 31.4K followers, 72.5K engagements


"@parkstreetbets Thanks for sharing"  
[X Link](https://x.com/ClarkSquareCap/status/1729667890628972986)  2023-11-29T01:05Z 20.1K followers, [----] engagements


"@StockJabber Koyfin Bamsec and TIKR are a must. Also like The Fly for news. Finviz for charts and quick news. VIC and Microcapclub for ideas and thoughtful discussions. Obviously lots of fintwit accounts and substacks"  
[X Link](https://x.com/ClarkSquareCap/status/1730330026871267571)  2023-11-30T20:56Z 19.2K followers, [----] engagements


"As promised here are the responses to the question: "What's your favorite value idea with a catalyst." Thanks to all those who shared ideas 🙏"  
[X Link](https://x.com/ClarkSquareCap/status/1730375557534326941)  2023-11-30T23:57Z 19.2K followers, 55.4K engagements


"@TeddyOkuyama Just borrow JPY in IBKR and buy Japanese stocks. You can get sub 1% rates if you borrow more than 75k USD with IBKR Pro"  
[X Link](https://x.com/ClarkSquareCap/status/1731120038651080956)  2023-12-03T01:15Z 19.2K followers, [----] engagements


"@roojoo3 @BiasedRational Congrats"  
[X Link](https://x.com/ClarkSquareCap/status/1731370138015072446)  2023-12-03T17:49Z 19.2K followers, [---] engagements


"Ultimate Value now has [----] free readers"  
[X Link](https://x.com/ClarkSquareCap/status/1731442119255224606)  2023-12-03T22:35Z 19.3K followers, 14.8K engagements


"@rich_toad Congrats"  
[X Link](https://x.com/ClarkSquareCap/status/1731544951429968202)  2023-12-04T05:24Z 19.2K followers, [---] engagements


"Any news on $CBD / $PCAR3 Short covering before the analyst day"  
[X Link](https://x.com/ClarkSquareCap/status/1732117685499199875)  2023-12-05T19:20Z 19.3K followers, [----] engagements


"I'm surprised this didn't get more news coverage. Mexican company $VITRO completely screwed over minority shareholders with a "forced delisting." Completely shameless behavior. The Mexican stock market is starting to become uninvestable with this type of behavior"  
[X Link](https://x.com/ClarkSquareCap/status/1732811993911075072)  2023-12-07T17:19Z 19.3K followers, 12.1K engagements


"I wrote an update post for $CBD and $DLA. You can check it out if you like. https://www.clarksquarecapital.com/p/updates-december-10-2023utm_source=activity_item https://www.clarksquarecapital.com/p/updates-december-10-2023utm_source=activity_item"  
[X Link](https://x.com/ClarkSquareCap/status/1733906865644527765)  2023-12-10T17:49Z 25.4K followers, [----] engagements


"@irbezek 7% CAGR over the last [--] years (likely ex-dividends). Also that's in MXN. Unimpressive no"  
[X Link](https://x.com/ClarkSquareCap/status/1734457617089737085)  2023-12-12T06:18Z 19.4K followers, [----] engagements


"@irbezek In the last [--] years you would have lost 30% of your purchasing power in MXN"  
[X Link](https://x.com/ClarkSquareCap/status/1734461425022861438)  2023-12-12T06:33Z 19.4K followers, [----] engagements


"Tim Brog was elected to the Delta Apparel $DLA Board as part of a Cooperation Agreement with Forager"  
[X Link](https://x.com/ClarkSquareCap/status/1737224727519965424)  2023-12-19T21:33Z 25.4K followers, [----] engagements


"@ToffCap With the VIX under [--] it's pretty cheap to hedge some risk out"  
[X Link](https://x.com/ClarkSquareCap/status/1737231275445166449)  2023-12-19T21:59Z 19.6K followers, [---] engagements


"Most share repurchases tend to be a waste of capital because they're done at too high prices or during the wrong part of the cycle. Unless it's a company with a deep moat and clear terminal value you're likely better off with dividends"  
[X Link](https://x.com/ClarkSquareCap/status/1737233453366849628)  2023-12-19T22:08Z 28.9K followers, 25.1K engagements


"@Main_Ridge @viggy_krishnan Yeah that sounds like a sensible policy"  
[X Link](https://x.com/ClarkSquareCap/status/1737347617791865167)  2023-12-20T05:42Z 21.2K followers, [---] engagements


"I have written up [--] ideas this year. Hopefully I'll be able to publish one more before year-end. Here's the list of every idea thus far"  
[X Link](https://x.com/ClarkSquareCap/status/1737673175310422253)  2023-12-21T03:15Z 21.1K followers, 14.7K engagements


"@InvestmentTalkk Inflation in '22 / deflation in '24"  
[X Link](https://x.com/ClarkSquareCap/status/1737924765757899179)  2023-12-21T19:55Z 19.9K followers, [---] engagements


"How lucky are we that we get to spend our time playing this endlessly fascinating game called investing"  
[X Link](https://x.com/anyuser/status/1739017204396687450)  2023-12-24T20:16Z [--] followers, 24.5K engagements


"@ekmokaya Thank you Merry Christmas to you as well"  
[X Link](https://x.com/ClarkSquareCap/status/1739022746892591376)  2023-12-24T20:38Z 21.1K followers, [---] engagements


"@StockJabber @irbezek @Citrini7 @rev_cap @PFoSF2 Thank you Merry Xmas to you as well"  
[X Link](https://x.com/anyuser/status/1739439666229854219)  2023-12-26T00:15Z [--] followers, [---] engagements


"@InfiniteTAMs @1MainCapital Yup it didn't seem particularly cheap to me. Like 15x pre-tax for the remainco not even factoring in corp overhead"  
[X Link](https://x.com/anyuser/status/1743011836864434455)  2024-01-04T20:49Z [--] followers, [---] engagements


"Good places to fish in 2024: Japan the UK Italy and maybe HK. h/t @WTCM3 NTM P/E by country (median/percentiles from 1987-today) https://t.co/MCjxeo2wGB NTM P/E by country (median/percentiles from 1987-today) https://t.co/MCjxeo2wGB"  
[X Link](https://x.com/anyuser/status/1744080767674958280)  2024-01-07T19:37Z [--] followers, 15K engagements


"Most investors would benefit from looking at more ideas. There is a common belief that all that is needed is "a few good ideas per year." Yet the math to get to "a few good ideas" probably requires you to look at hundreds of situations. Even in a low turnover strategy (say 30%) with [--] names you need [--] ideas per year. If you pass on 95% of ideas you need to look at [---] opportunities. Maybe you look at a third seriously which is still about a name per week"  
[X Link](https://x.com/anyuser/status/1744795747487527124)  2024-01-09T18:58Z 31.4K followers, 96.3K engagements


"L'Occitane (HK: 973) trades in HK despite being HQ in France and a mostly western business"  
[X Link](https://x.com/ClarkSquareCap/status/1745190246269300879)  2024-01-10T21:05Z 21.1K followers, [----] engagements


"Gravity (US: GRVY) is listed in the US despite being HQed in Korea and doing business mainly in Asia"  
[X Link](https://x.com/ClarkSquareCap/status/1745190765243052477)  2024-01-10T21:07Z 21.1K followers, [----] engagements


"Prada (HK: 1913) - Western fashion/luxury brand trades in Hong Kong"  
[X Link](https://x.com/ClarkSquareCap/status/1745191259306946859)  2024-01-10T21:09Z 21.1K followers, [----] engagements


"Arthur Zeikel president of Merrill Lynch Asset Management senthis daughter a letter teaching her key investing lessons"  
[X Link](https://x.com/anyuser/status/1746254521347793016)  2024-01-13T19:34Z 31.4K followers, 49.2K engagements


"@DarkfireCapital Are you suggesting grandma Millie isn't a sophisticated investor"  
[X Link](https://x.com/ClarkSquareCap/status/1746351848783786348)  2024-01-14T02:01Z 21.1K followers, [---] engagements


"@WaterworldCapi1 An ode to your cat(s) and how they help you pick the best stocks"  
[X Link](https://x.com/ClarkSquareCap/status/1746979907413102858)  2024-01-15T19:37Z 21.1K followers, [---] engagements


"The masculine urge to go 200% long a portfolio of Japanese net-nets"  
[X Link](https://x.com/ClarkSquareCap/status/1747501361640747380)  2024-01-17T06:09Z 21.1K followers, 20.7K engagements


"@99Proble They are only issuing 7m shares (2% of total shs) or $1.5m AUD. Likely as a way to retain some employees/mgmt for the acquisition"  
[X Link](https://x.com/ClarkSquareCap/status/1747758798830436664)  2024-01-17T23:12Z 21.1K followers, [---] engagements


"@paulcerro Yeah exactly. My first boss on the buy-side yelled at me when I was modeling out balance sheet items "the only thing that matters is the cash.""  
[X Link](https://x.com/ClarkSquareCap/status/1748485175896584688)  2024-01-19T23:18Z 21.1K followers, [---] engagements


"@drop_dead_fed1 @paulcerro You don't need to model out each line item - you can simplify with just debt cash and working capital"  
[X Link](https://x.com/ClarkSquareCap/status/1748493560851349934)  2024-01-19T23:52Z 21.1K followers, [---] engagements


"@okieinvestor @OverlookedAlpha Best: Microsoft best buy Starbucks apple nvidia Fiat Chrysler"  
[X Link](https://x.com/ClarkSquareCap/status/1749558747964309988)  2024-01-22T22:24Z 21.1K followers, [--] engagements


"How to get free sell-side research: Evercore ISI - via Interactive Brokers (fee waived if you trade enough) Morgan Stanley - open account via ETrade ($0) Wells Fargo - open account via WF Securities ($30/yr) BofA - open Merrill Edge account ($0) Citibank - open Citi Self Invest acct (requires checking) JPM - open self-directed JPM account ($0) Stifel - sign up for Stifel Wealth Tracker ($0) Special thanks to: @Kell_dog99 @timothychang01 @finance_sources @bingobongcap for sharing Let me know what's missing / what else you can get for free or cheap"  
[X Link](https://x.com/anyuser/status/1749925687350419651)  2024-01-23T22:42Z 31.4K followers, 264.7K engagements


"Greenlight: "We don't believe we can reasonably expect securities to be re-rated by investors who are actively trying to figure out what they are truly worth.""  
[X Link](https://x.com/ClarkSquareCap/status/1749950636287017396)  2024-01-24T00:21Z 21.1K followers, 73.5K engagements


"@jiggycapital Thank you Sir"  
[X Link](https://x.com/ClarkSquareCap/status/1749970668702286057)  2024-01-24T01:41Z 21.1K followers, [--] engagements


"@HoustonGasCo Maybe so you don't lose all your money on natural gas"  
[X Link](https://x.com/ClarkSquareCap/status/1750018967463485835)  2024-01-24T04:53Z 21.1K followers, [---] engagements


"I'm building a spreadsheet in Google Sheets with closed-end fund data. Is there a site where I can scrape CEF data with the googlesheet functionality (importhtml) to automatically pull NAVs"  
[X Link](https://x.com/ClarkSquareCap/status/1750599423913267482)  2024-01-25T19:20Z 21.1K followers, 10.1K engagements


"@MikeFritzell Depends on the category. Generalist: eBay still the king Facebook marketplace Mercari OfferUp. Sneakers and furniture have specific marketplaces say StockX for sneakers 1stdibs for furniture. Clothes has Poshmark and many others"  
[X Link](https://x.com/ClarkSquareCap/status/1750709030027448688)  2024-01-26T02:35Z 21.1K followers, [---] engagements


"@FritziValue No opinion yet on the new CEO"  
[X Link](https://x.com/ClarkSquareCap/status/1752438530088013866)  2024-01-30T21:07Z 21.1K followers, [---] engagements


"Can't wait for the [----] dividend guy accounts on Fintwit to write up Meta as their next deep dive"  
[X Link](https://x.com/ClarkSquareCap/status/1753165324923613528)  2024-02-01T21:16Z 21.1K followers, 10.8K engagements


"@NyanCatpital Chinese assets would reprice quickly if they paid out real dividends. But they won't do it"  
[X Link](https://x.com/ClarkSquareCap/status/1753171917132152842)  2024-02-01T21:42Z 21.1K followers, [---] engagements


"@EightTrack180 Congrats"  
[X Link](https://x.com/ClarkSquareCap/status/1753278842297594250)  2024-02-02T04:47Z 21.1K followers, [--] engagements


"Enjoyed the River Oaks Capital H2 [----] Letter: h/t @Whit_Huguley"  
[X Link](https://x.com/ClarkSquareCap/status/1754940132573184338)  2024-02-06T18:48Z 21.2K followers, 34.4K engagements


"@kb_india_bglr @valuedontlie @getBamSEC @theflynews @theTIKR @wisesheets I use both. Koyfin doesn't pull filings for international stocks which is a needed feature for me"  
[X Link](https://x.com/ClarkSquareCap/status/1761846923429040439)  2024-02-25T20:13Z 21.3K followers, [--] engagements


"If you invest in a taxable account you want to minimize tax leakage by matching tax lots to create the largest losses or the smallest gains possible. I recently discovered that IBKR has a tax lot-matching algorithm called Highest Cost that does this automatically. Very cool"  
[X Link](https://x.com/ClarkSquareCap/status/1762243708173586440)  2024-02-26T22:30Z 21.3K followers, [----] engagements


"Here's my helpful guide as to how to take victory laps when you get an investment right. [--]. Don't. You're a grown-ass man. That's it"  
[X Link](https://x.com/ClarkSquareCap/status/1762281637931602237)  2024-02-27T01:00Z 21.3K followers, 25.8K engagements


"New idea out. This one has a lot of my favorite things: - A low valuation on multiples. - A significant margin of safety - Inflecting revenue and free cash flow. Check out the write-up. Link in bio"  
[X Link](https://x.com/ClarkSquareCap/status/1762607240559874150)  2024-02-27T22:34Z 21.4K followers, 18.9K engagements


"@FriendlyCapMgmt @agnostoxxx It's mind boggling that you would expect someone to give away all of their work for free. When you worked at a hedge fund I'm sure you didn't work for free. So why should Shrub He's been amazingly generous with his work. You should be thankful if anything"  
[X Link](https://x.com/ClarkSquareCap/status/1763270982285103301)  2024-02-29T18:32Z 21.4K followers, [---] engagements


"Guys relax. The Economist cover is actually bullish"  
[X Link](https://x.com/ClarkSquareCap/status/1763368040664899849)  2024-03-01T00:57Z 21.4K followers, [----] engagements


"Good pitch on Vimeo $VMEO Debuting the quick pitch format covering Vimeo $VMEO Priced at 1.1x EV/Sales Forward 9x EV/EBITDA multiple Potential acquisition target Inflecting business fundamentals https://t.co/Mr2DLDlTyT Debuting the quick pitch format covering Vimeo $VMEO Priced at 1.1x EV/Sales Forward 9x EV/EBITDA multiple Potential acquisition target Inflecting business fundamentals https://t.co/Mr2DLDlTyT"  
[X Link](https://x.com/ClarkSquareCap/status/1765402311118196826)  2024-03-06T15:41Z 21.8K followers, [----] engagements


"@ReturnsJourney Alright we will take something so egregiously valued that it serves as its own catalyst. What do you say"  
[X Link](https://x.com/ClarkSquareCap/status/1765477841645588599)  2024-03-06T20:41Z 24.3K followers, [----] engagements


"@acidinvestments 9x '24 EBITDA is way too cheap. If this were to trade in the US or Europe it would easily trade at a low-teens to mid-teens multiple"  
[X Link](https://x.com/ClarkSquareCap/status/1765821554888216626)  2024-03-07T19:27Z 21.6K followers, [---] engagements


"Let's get a few more and then I will compile. Thanks all Alright it's been a while since the last one. What's your most compelling value idea with a catalyst (Any market cap any geography) I will compile a list of ideas for everyone's convenience. Please RT to get more names. Alright it's been a while since the last one. What's your most compelling value idea with a catalyst (Any market cap any geography) I will compile a list of ideas for everyone's convenience. Please RT to get more names"  
[X Link](https://x.com/ClarkSquareCap/status/1765846751796433116)  2024-03-07T21:07Z 21.7K followers, [----] engagements


"@10baggerPicks Thx - what's the quick pitch"  
[X Link](https://x.com/ClarkSquareCap/status/1765912594542645385)  2024-03-08T01:29Z 21.6K followers, [---] engagements


"@senatorcheese Ha - nice. Was thinking the same. Did you get an allocation via the DSP"  
[X Link](https://x.com/ClarkSquareCap/status/1767369274849644583)  2024-03-12T01:57Z 21.7K followers, [---] engagements


"@bingobongcap This is what a day in the life of a Reddit programmer looks like (I'm guessing)"  
[X Link](https://x.com/ClarkSquareCap/status/1770928729855852908)  2024-03-21T21:41Z 21.8K followers, [---] engagements


"Upgrade to quality on the way up downgrade to junk on the way down"  
[X Link](https://x.com/ClarkSquareCap/status/1771239657134567447)  2024-03-22T18:16Z 22K followers, [----] engagements


"@WaterworldCapi1 Long $GNRC"  
[X Link](https://x.com/ClarkSquareCap/status/1771326478346817595)  2024-03-23T00:01Z 22.9K followers, [---] engagements


"@WillManidis Economists Reinhart/Rogoff wrote a paper to justify cuts to government spending. but they made some super basic mistakes in Excel https://www.bloomberg.com/news/articles/2013-04-18/faq-reinhart-rogoff-and-the-excel-error-that-changed-historyembedded-checkout=true https://www.bloomberg.com/news/articles/2013-04-18/faq-reinhart-rogoff-and-the-excel-error-that-changed-historyembedded-checkout=true"  
[X Link](https://x.com/anyuser/status/1772449122110308689)  2024-03-26T02:22Z 31.4K followers, 61.3K engagements


"Does anybody have a brokerage account with Robotti Securities They seem to offer a lot of markers that IBKR doesn't have access to"  
[X Link](https://x.com/ClarkSquareCap/status/1774197699421806713)  2024-03-30T22:11Z 22K followers, 25.9K engagements


"@slovak83 @SuperMugatu Implies getting to a certain scale. A solid achievement for any hedge fund manager IMO"  
[X Link](https://x.com/ClarkSquareCap/status/1776830283826041220)  2024-04-07T04:32Z 22.1K followers, [----] engagements


"What are some of the most unique-looking 13fs you have seen"  
[X Link](https://x.com/ClarkSquareCap/status/1777079126215754228)  2024-04-07T21:00Z 22.2K followers, 68.8K engagements


"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🙏"  
[X Link](https://x.com/ClarkSquareCap/status/1777786773189620146)  2024-04-09T19:52Z 22.2K followers, 20.6K engagements


"@nope_its_lily Weedmaps $MAPS. Dominant marketing platform"  
[X Link](https://x.com/ClarkSquareCap/status/1777920229475066273)  2024-04-10T04:43Z 27K followers, [----] engagements


"When TurboTax texts you to let you know that your federal tax return has been accepted"  
[X Link](https://x.com/ClarkSquareCap/status/1779653037130424613)  2024-04-14T23:28Z 22.2K followers, [----] engagements


"In honor of Tax Day what are some of your favorite tax minimization strategies"  
[X Link](https://x.com/ClarkSquareCap/status/1780015821525496056)  2024-04-15T23:30Z 22.3K followers, 57.1K engagements


"This is a serious one but I highly recommend a Solo 401(k) if you have non W-2 income. You can contribute 23k + 20% of the profits of your small business and then do a Mega back door Roth up to the total contribution limit of 66k"  
[X Link](https://x.com/ClarkSquareCap/status/1780018011799478391)  2024-04-15T23:38Z 22.2K followers, [----] engagements


"@adibmoti Use an IBKR margin account. Open your Japanese positions without converting your base currency so that you are borrowing Yen to buy the stocks. You pay 75-150bps to borrow in Yen but you offset the fx risk"  
[X Link](https://x.com/ClarkSquareCap/status/1782985004928381135)  2024-04-24T04:08Z 24.1K followers, [---] engagements


"Finally L'Occitane gets an offer from the Chairman at HKD [--] 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 L'Occitane International S.A. $973.HK is a leading global beauty and personal care (BPC) player at 10x FY25 earnings growing at a mid-teens plus rate over the next few years. Below is the summary thesis (link in the next tweet open to all). Comments appreciated. https://t.co/IYa1H0HlPB L'Occitane International S.A. $973.HK is a leading global beauty and personal care (BPC) player at"  
[X Link](https://x.com/ClarkSquareCap/status/1785013165480349898)  2024-04-29T18:27Z 22.4K followers, 22K engagements


"@637_721 Wish it would have been higher but not a bad IRR overall"  
[X Link](https://x.com/ClarkSquareCap/status/1785023889720086565)  2024-04-29T19:10Z 25.2K followers, [---] engagements


"Exited at the open at HKD [--]. Finally L'Occitane gets an offer from the Chairman at HKD [--] 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 [--] 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"  
[X Link](https://x.com/ClarkSquareCap/status/1785164427966448098)  2024-04-30T04:29Z 22.4K followers, [----] engagements


"Greenlight Q1 [--] Investor Letter: https://drive.google.com/file/d/1RGPikbh4lUe6lygQLctmAt1-AXNHl1Nf/view https://drive.google.com/file/d/1RGPikbh4lUe6lygQLctmAt1-AXNHl1Nf/view"  
[X Link](https://x.com/anyuser/status/1785453337120583692)  2024-04-30T23:37Z 31.4K followers, 94.9K engagements


"Big news yesterday for $MSOS IMO the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing. The dominant advertising platform should benefit disproportionately. Below is my original write-up open to all"  
[X Link](https://x.com/ClarkSquareCap/status/1785705361560961423)  2024-05-01T16:18Z 28K followers, 13.5K engagements


"@moseskagan Love to see this. Great job Moses"  
[X Link](https://x.com/ClarkSquareCap/status/1787540126287241294)  2024-05-06T17:49Z 22.5K followers, [----] engagements


"Charlie Munger in Conversation with Todd Combs (April 2022). h/t @FocusedCompound https://drive.google.com/file/d/132Aul_OH0hNP3B00S5jcIEtgAnbdV1Cq/viewpli=1 https://drive.google.com/file/d/132Aul_OH0hNP3B00S5jcIEtgAnbdV1Cq/viewpli=1"  
[X Link](https://x.com/anyuser/status/1789075333213569449)  2024-05-10T23:29Z 31.4K followers, 30.9K engagements


"There are [-----] publicly listed companies worldwide. You don't have to own the same stocks everybody else does"  
[X Link](https://x.com/ClarkSquareCap/status/1789458265501487359)  2024-05-12T00:51Z 22.6K followers, 20.9K engagements


"A few from me: $QUIS.V - MSFT cloud-focused IT consulting firm. Recently divested [--] payment businesses. Pro forma for the equity it rolled in PayIQ the stock is trading at 4.5x guided EBITDA. Rev could accelerate as MSFT cloud deployments accelerate due to AI interest"  
[X Link](https://x.com/ClarkSquareCap/status/1790103956439576751)  2024-05-13T19:36Z 22.6K followers, [----] engagements


"$MAPS - Weedmaps is the dominant advertising platform for cannabis. The upcoming re-scheduling of the product will raise industry-wide profitability part of which will likely get reinvested into advertising. MAPS currently trades under 5x TTM EBITDA"  
[X Link](https://x.com/ClarkSquareCap/status/1790104566937301454)  2024-05-13T19:39Z 22.6K followers, [----] engagements


"@VerseLost @CapitalFang Thanks Thesis"  
[X Link](https://x.com/ClarkSquareCap/status/1790105908862923004)  2024-05-13T19:44Z 22.5K followers, [---] engagements


"$ZENV - Leader in CPaaS but expanded into SaaS with acquisitions. Balance sheet was an issue but they found a way to extend payouts (mostly b/c of earnouts from M&A). Now combining multiple SaaS solutions into integrated offering. Trades at 6x guided '24 EBITDA"  
[X Link](https://x.com/ClarkSquareCap/status/1790107185340690752)  2024-05-13T19:49Z 22.6K followers, [----] engagements


"@O2408O2408 Thanks What do they do"  
[X Link](https://x.com/ClarkSquareCap/status/1790111303589388625)  2024-05-13T20:06Z 22.5K followers, [---] engagements


"@Jam_invest"  
[X Link](https://x.com/ClarkSquareCap/status/1790114505285890152)  2024-05-13T20:18Z 22.6K followers, [---] engagements


"@mrjivraj Interesting thanks for sharing"  
[X Link](https://x.com/ClarkSquareCap/status/1790129155322843321)  2024-05-13T21:17Z 22.5K followers, [----] engagements


"Jerry Seinfeld's commencement speech at Duke is excellent and worth your time. https://www.youtube.com/watchv=76QV2SrSqgo https://www.youtube.com/watchv=76QV2SrSqgo"  
[X Link](https://x.com/ClarkSquareCap/status/1790170577816437033)  2024-05-14T00:01Z 22.6K followers, 12.9K engagements


"@GameOfMoats Don't disagree. Hence the move upstream to SaaS and they seem to dominate the CPaaS market in Brazil (TWLO partnered with them and bought a chunk of equity)"  
[X Link](https://x.com/ClarkSquareCap/status/1790208856678973749)  2024-05-14T02:33Z 22.6K followers, [---] engagements


"@atelicinvest You get rich with concentration. You stay rich with diversification"  
[X Link](https://x.com/ClarkSquareCap/status/1790889672773910593)  2024-05-15T23:39Z 22.6K followers, 18.9K engagements


"Here's an odd lot trade that might make you a few bucks. Monster Beverage $MNST is conducting a modified Dutch auction tender to repurchase $3B in stock. The tender will be at a minimum of $53 and the stock currently trades at $53.52. The max price will be $60. Risk: lose 52c Max upside: $6.48. Since it's an odd-lot priority you must do this with [--] shares. So max loss = $50 and max gain = $640. Likely it lands somewhere in the middle"  
[X Link](https://x.com/ClarkSquareCap/status/1792639243820421278)  2024-05-20T19:31Z 23.7K followers, 93.8K engagements


"https://www.sec.gov/Archives/edgar/data/865752/000110465924058430/tm2413707d1_exa1a.htm https://www.sec.gov/Archives/edgar/data/865752/000110465924058430/tm2413707d1_exa1a.htm"  
[X Link](https://x.com/ClarkSquareCap/status/1792639427665154120)  2024-05-20T19:31Z 22.7K followers, [----] engagements


"$MNST at $53.19 now so better r/r here. Here's an odd lot trade that might make you a few bucks. Monster Beverage $MNST is conducting a modified Dutch auction tender to repurchase $3B in stock. The tender will be at a minimum of $53 and the stock currently trades at $53.52. The max price will be $60. Risk: lose Here's an odd lot trade that might make you a few bucks. Monster Beverage $MNST is conducting a modified Dutch auction tender to repurchase $3B in stock. The tender will be at a minimum of $53 and the stock currently trades at $53.52. The max price will be $60. Risk: lose"  
[X Link](https://x.com/ClarkSquareCap/status/1792993215647219813)  2024-05-21T18:57Z 23.3K followers, [----] engagements


"@BrentBeshore Open up a brokerage account for her. Have her do research and pick a few stocks. Then you can review together"  
[X Link](https://x.com/ClarkSquareCap/status/1795147375427633245)  2024-05-27T17:37Z 22.9K followers, [----] engagements


"@villa19199 Thx Agree that one seems interesting"  
[X Link](https://x.com/ClarkSquareCap/status/1795548261723378036)  2024-05-28T20:10Z 22.9K followers, [---] engagements

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