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
if you are in ai (stocks), pivot to shitcos
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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.
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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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Oof hit argon 5-hour limits in like 45 mins
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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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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 #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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This is an incredible treasure trove: a compilation of old Outstanding Investor Digest (OID) volumes. h/t Kevin Gee / @mjmauboussin
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