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.
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.
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
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.
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
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.
Clark Square Capital retweeted
I've decided to turn off the alerts here. You can follow the live scanner at specialsitsdigest.com
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
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
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
Clark Square Capital retweeted
Link:
muse.ai/join
Clark Square Capital retweeted
This is an incredible treasure trove: a compilation of old Outstanding Investor Digest (OID) volumes.
h/t Kevin Gee / @mjmauboussin
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
Clark Square Capital retweeted
If you missed it, Special Situations Digest #33 was out on Sunday. >800 interesting situations to look through.
If you missed it, Special Situations Digest #33 was out on Sunday. >800 interesting situations to look through.
This is an incredible treasure trove: a compilation of old Outstanding Investor Digest (OID) volumes.
h/t Kevin Gee / @mjmauboussin



















