Global investor. I publish in-depth research on under-the-radar stocks and special situations. clarksquarecapital.com | specialsitsdigest.com

Austin, TX
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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when you check to see how much money you have left after investing in shitcos
Mesh🇧🇧
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me, waiting for japan to open again so i can buy more shitcos
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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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Clark Square Capital retweeted
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Really enjoying @Muse so far. If you want to try it, redeem my code in Settings within 48 hours of joining, and we'll both get 1 billion Muse tokens. Code: 8V9XD5
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Clark Square Capital retweeted
Really enjoying @Muse so far. If you want to try it, redeem my code in Settings within 48 hours of joining, and we'll both get 1 billion Muse tokens. Code: 8V9XD5
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Clark Square Capital retweeted
Hook up your personal email and use this prompt on Muse, Grokbot, or your favorite personal assistant to find some $$ and/or savings. --- You are auditing my email for two things: (1) cash savings I can unlock by canceling, downgrading, or switching, and (2) money that's just sitting there — credits, rewards, points, gift cards, unclaimed payouts. Search my email across these angles (last 12 months unless noted): A. SUBSCRIPTION AUDIT - Search: subject:(subscription OR renewal OR "price increase" OR billing OR receipt OR invoice) - Identify every recurring charge: service name, amount, frequency, next charge date. - Flag: price increases in the last 12 months, duplicate/overlapping services (two music apps, five streaming services), free trials converting to paid, annual plans that already auto-renewed. - Verify amounts from transactional mail (receipts, confirmations, account alerts) — never from marketing mail. B. MONEY SITTING IDLE - Search: subject:(credit OR "gift card" OR "store credit" OR reward OR "cash back" OR points OR miles OR dividend) - Search: subject:(expiring OR expire OR "use it or lose it") - List every balance: where it lives, how much, expiry date. Note anything that expired recently. - Include: store credits, gift cards, credit card rewards, airline/hotel points, membership dividends (REI, Costco), cashback offers needing activation. C. BILLS TO SHOP OR CHALLENGE - Insurance renewals (auto, home/renters, life, umbrella), utilities, phone, internet. - Flag rate increases vs. the prior term and note upcoming renewal dates. - Flag billing addresses in cities I no longer live in (stray local taxes/fees). D. MISSED PAYOUTS - Search: subject:("class action" OR settlement OR refund OR rebate) - Flag claim deadlines — especially within 30 days or recently missed. E. LIVE COUPONS (last 30 days only) - Search: subject:(coupon OR "% off" OR "promo code") — only ones still valid, with expiry dates. RULES: - Rank everything by dollar impact, biggest first. Anything with a deadline within 14 days goes at the very top with the date in bold. - For each item: what it is, the dollar amount, the deadline, and the single action to take. - If you can't verify an amount, say so instead of guessing. - Never paste claim codes, PINs, gift card numbers, or one-time codes into your reply. - Keep it tight: a ranked list, no essays. Skip anything under ~$5 unless it expires within 7 days.
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RT @HaydenCapital: Asking for genuine advice 🙏: Does anyone have experience hiring freelance investigative journalists? I know some funds…
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Great article on the turnaround at Net-a-Porter / Mr. Porter $LUXE
"[ $LUXE ] installed Kaminetsky, Mytheresa’s North American president, to lead Net-a-Porter. The bet was that it could return to profitability by restoring its fashion authority and making its clients feel like they were part of an exclusive club" wsj.com/business/retail/net-…
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