Clark Square Capital
10.5K posts
Clark Square Capital
@ClarkSquareCap
Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
Austin, TX Katılım Mayıs 2018
3K Takip Edilen32.6K Takipçiler
@Khanosis @jonrice80 He did sell his first company to adobe for $1.8 billion.. so maybe he's 1/2
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@jonrice80 @ClarkSquareCap No risk that is what is happening you are supporting his serial capital destruction habit
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Anybody like $DOMO here? Trading at $3.67 when they will have circa $4.84 in net cash after the sale closes + $900m in NOLs (at a 21% tax rate, that's worth $4.50 to the equity)
Special Situations Digest@specsitsdigest
$DOMO 📤 Divestiture Sells AI and Data Platform Business to Progress for ~$400M cash to Progress Software · $400 million deal Mcap $155M · EV $265M · Tech
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@ClarkSquareCap I enjoyed the Snowball book btw, own a copy.
Imho it pairs well with the other less heralded biography, Lowenstein’s “Buffett: The Making of an American Capitalist”
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Highly recommend this old interview.
Interview with Alice Schroeder. The Snowball: Warren Buffett and the Business of Life
web.archive.org/web/2016101102…
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@ClarkSquareCap Wonder what happened to that “Buffett investing book” she said she was working on.
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@chat_SBC Yeah seems like the discount is too wide here
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@ClarkSquareCap NOLs worth <$1 to buyer with section 382 so prob underwrite $5 of value. But agreed not much downside esp if they pull an allbirds with cash
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"We're oversold bro"
Brother we just posted one of the most dramatic blow-off tops since covid, the Fed is hawkish, brent is $100 and the 10Y is 4.70
You can tell me you're buying an Iran TACO all you want but keep your eye on the ball man SPX is 3% off all time highs
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Good, solid quarter from $BWMX
Daniel IC. PRIVATE CAPITAL@DanielAlGu1
$BWMX just dropped Q2 numbers and the headline is loud: revenue +16.8% YoY to $4.16B MXN. But strip out the one month of Tupperware LatAm they just bought and organic growth (Betterware + Jafra) was a cleaner +4.1%. Still solid, just not the number on the front page.
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wouldn't you know it, it's a software day!!! WDAY, CRM, NOW... counter trend
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I'm proud to share that @ChildrensPhila, in partnership with my foundation @einhorncollab, is establishing the David M. Einhorn Institute for Early Relational Health — a first-of-its-kind initiative to transform pediatric care and advance the science of human connection.
Human connection is one of the most powerful forces shaping the health and wellbeing of individuals, communities, and our society at large. @ChildrensPhila is the ideal place to lead this work.
Read my reflection on this announcement: einhorncollaborative.org/announcing-ein…
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@ClarkSquareCap When does Value accrue to Japanese Shitco Holders tho 😭😭
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Value often accrues to the owners of surviving businesses when capital exits an industry; value often accrues to customers when capital floods into it.
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This is who runs this account
Unemployed Capital Allocator@atelicinvest
This is who runs this account
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@P_Remarks @ryan_a_albert smart old ladies fleecing you on the exchange rate. you should be getting at least 17 mxn for your dollars
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@ClarkSquareCap @ryan_a_albert Yea they probably have no idea. 2 old Mexican women running it. No AC
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@P_Remarks @ryan_a_albert i'm from northern mexico and travel back all the time. but monterrey is prob even more expensive.
tbf, the usd/mxn hasn't traded at 15 in more than 10 years lol
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@ClarkSquareCap @ryan_a_albert I’ve been all over. That is not expensive. Expensive is $15-18 for 3 at the tourist traps
The reviews have the $15 peso exchange picture as far back as 2015 so they clearly just don’t update it
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