Clark Square Capital
Idea thread #1!

What's your favorite Japanese stock? (Any market cap/style).

Add a sentence explaining why you like it + valuation.

As usual, I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
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Clark Square Capital
Idea thread #2!

What's your favorite special situation? (Spin/m&a/etc any market cap).

Add a sentence explaining why you like it + valuation.

I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
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Clark Square Capital
Couldn't decide, so we are doing two idea threads: a Japan only, and a special sit only. Lesss go! https://t.co/5NiyqPdEnZ

Ok, guys. It's been about a month since the last idea thread. What's a good prompt for the next one? I will pick the best one and use that. - Clark Square Capital
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Ahmad
this dude gets it https://t.co/jcV5tw7i8k
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Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: $MELI

BREAKING: Argentina President Milei's party has won Argentina's midterm election. https://t.co/G2zlzr666e - The Kobeissi Letter
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Ahmad
which one of you is this? https://t.co/xHOKL6CeKx
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Ahmad
transformers are like onions. onions have layers, onions have layers...

you get it? they both have layers https://t.co/sf17lTd4am

Ilya Sutskever just posted this https://t.co/1ze43nM7hQ - NIK
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Ahmad
transformers are like onions. transformers have layers, onions have layers...

you get it? they both have layers https://t.co/XYOcfXbwNF

Ilya Sutskever just posted this https://t.co/1ze43nM7hQ - NIK
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Ahmad
this guy knows his stuff

give him a follow

@TheAhmadOsman 5090s for training(RL) small models like Qwen3 8b - tflops matters more

3090s for running larger models(eg glm 4.5 air) for my own use, where I can tolerate slower speed but more vrams are needed - mconcat
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Capital Employed
Another batch of Q3 fund letters added. Over 70 to work your way though →

https://t.co/wUDSfhTdYl https://t.co/ivGSxkqkJs
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