Author pitches Clearwater Paper (CLW) as a deep value play whose asset base far exceeds its market cap.
CLW — LONG The author argues Clearwater Paper, a paper packaging maker currently losing money due to market overcapacity, trades at roughly $220 million market value against $1.6 billion in total assets and $763 million in liabilities, with little goodwill or intangibles. He contends that on a liquidation basis the stock price could double today. He frames it as a deep value idea and asks the sub to find holes in the thesis; the stated risk is the ongoing overcapacity-driven losses.
It looks like that it can go liquidation today and the stock price could double.
This Reddit post, published February 25, 2026, features u/zjin2020 discussing CLW. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/zjin2020 · Tickers: CLW