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Pound the Rock Investing
"When nothing seems to help, I go and look at a stonecutter hammering away at his rock perhaps a hundred times without as much as a crack showing in it. Yet at the hundred & first blow it will split in two, & I know it was not that blow that did it, but all that had gone before."
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Computer Task Group (CTG)
This is an introductory writeup to Computer Task Group as I think the idea is interesting and I’d love to get some discussion going...
Greystone Capital
Apr 15, 2023
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Cansortium Inc. (CNTMF) – the most underappreciated cannabis stock
Cansortium Inc. (soon to be renamed Fluent) Share price: $0.17 Fully Diluted Shares Outstanding: 308mm inclusive of 38.1mm warrants and...
Greystone Capital
Sep 2, 2022
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IDT Corporation (IDT) – cheap and misunderstood with a path to 100% upside
IDT Corporation is a founder-led company with an incredibly strong history of value creation and multiple catalysts on the horizon for...
Greystone Capital
Feb 6, 2022
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1847 Goedeker Inc. (GOED) – executing well yet remains incredibly cheap
1847 Goedeker Inc. (from here out referred to as just Goedeker, Goedekers or GOED) represents one of the more mispriced situations I’ve...
Greystone Capital
Dec 6, 2021
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Thunderbird Entertainment (TBRD.V / THBRF) – a ‘pick and shovel’ way to play the c
Thunderbird Entertainment (THBRF) is one of the more intriguing risk/reward situations I’ve come across in some time, and represents a...
Greystone Capital
Sep 21, 2021
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PartsiD Inc. (ID) – a niche auto parts retailer with a favorable setup
PartsiD (disclosure: long) is an intriguing microcap that went public via SPAC toward the end of 2020. Shares dropped nearly 40% almost...
Greystone Capital
Jul 12, 2021
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At Home Group (HOME) – favorable unit economics, long growth runway, cheap valuation
The At Home Group (disclosure: long) represents the opportunity to invest in a differentiated home decor retailer with a strong value...
Greystone Capital
Apr 6, 2021
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Liberated Syndication (LSYN) – Update and Recent Developments
I have recently increased client positions in Liberated Syndication (LSYN) on the back of various things including market volatility, an...
Greystone Capital
Mar 30, 2021
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Liberated Syndication (LSYN) – cheap, growing, with catalysts on the horizon
Liberated Syndication (disclosure: long) is most likely not a secret among investors, as the growth of the podcast industry has forced...
Greystone Capital
Nov 12, 2020
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Power REIT (PW) – a differentiated REIT in the cannabis space
Price: $23.94 Shares: 1.9mm Market Cap: $45.4mm Cash: $10.2mm Debt: $4.0mm (plus 144mm Series A 7.75% Cumulative Preferred stock, $25 par...
Greystone Capital
Aug 19, 2020
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G-Willi Food International (WILC) – fast growing Israeli food distributor
Price: $18.36 Shares: 13.2mm Market Cap: $250mm (USD) Cash: $75mm Debt: $0 EV: $175mm I wanted to introduce G-Willi Food International...
Greystone Capital
Aug 15, 2020
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An intro writeup for The APi Group (APG)
I was introduced to APi Group (disclosure: long) a few weeks ago and after doing some initial work on the name I wanted to post a short...
Greystone Capital
Jun 15, 2020
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RCI Hospitality (RICK) – a cheap FCF generator
Yup, it’s about that time of the quarantine where I start looking at RCI Hospitality (disclosure: long). I had somehow glanced over this...
Greystone Capital
May 3, 2020
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Some updated thoughts/corrections on MIXT
I’ve sold most of my position in MIXT very shortly after purchasing it. I hate doing this, and it always feels like I’m reacting too...
Greystone Capital
Apr 12, 2020
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MiX Telematics (MIXT) – quality business, quality management team, cheap price
MiX Telematics (disclosure: long) is a founder-led business at somewhat of an inflection point where they have spent the past few years...
Greystone Capital
Apr 5, 2020
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Terravest Industries (TVK.TO / TRRVF) -high quality, undervalued microcap with a phenomenal manageme
The first line on you see on the Investor Relations page on Terravest’s website is: “Our objective is to grow free cash flow per share...
Greystone Capital
Jan 26, 2020
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DLH Holdings Corp. (DLHC) – decent business with near term catalysts
An introductory writeup for DLH Holdings Corp. in order to introduce the opportunity. I came across this one a few months ago, and wish I...
Greystone Capital
Jan 20, 2020
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Gateway Casinos and Leisure Acquisition Corp. SPAC – cheap with decent growth
While I’m researching and accumulating shares in a new idea (post coming soon), and since I haven’t written anything in awhile, this is a...
Greystone Capital
Jan 5, 2020
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Some interesting microcap names – part one
This is just going to be the first part of an idea thread post, without full writeups on each business. I’ve been looking at some...
Greystone Capital
Sep 15, 2019
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Hill International Inc. (HIL) – value with a catalyst
Ticker: NYSE:HIL Share Price: $3.15 Shares Outstanding: 55.6mm Market Cap: $175.4mm Cash: $27mm Debt: $45mm Enterprise Value: $193mm 2018...
Greystone Capital
Aug 5, 2019
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