Clarkson: It's Perhaps A Good Time To Be Contrarian
Seeking Alpha·2025-07-18 14:30
Core Insights - Clarkson PLC's share price has decreased by approximately 15% since the last article was published [1] Group 1: Company Performance - Clarkson has indicated that it now expects tariffs as announced by the USA [1] Group 2: Investment Focus - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]