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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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Greystone Capital Q4 2021 Letter to Clients
The Q4 letter is now available on my website. I’ve included the PDF / embedded link below. Click to access Greystone-Capital-Q4-2021-Lett...
Greystone Capital
Feb 5, 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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Greystone Capital Q3 2021 Letter to Clients
The Q3 letter is now available on our website. I’ve included the PDF / embedded link below: Click to access Greystone-Capital-Q3-2021-Let...
Greystone Capital
Oct 30, 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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Recent Podcast Appearances
I was fortunate enough to be invited on two different podcasts over the past few weeks including The Value Hive Podcast with Brandon...
Greystone Capital
Aug 30, 2021
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Greystone Capital Q2 2021 Letter to Clients
The Q2 letter is now available on our website. I’ve included the PDF / embedded link below: Click to access Greystone-Capital-Q2-2021-Let...
Greystone Capital
Jul 24, 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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Capital Employed Podcast Appearance
I was recently invited on the Capital Employed podcast with Jon Kingston to talk Greystone Capital’s investment philosophy as well as our...
Greystone Capital
Apr 28, 2021
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Greystone Capital Management Q1 2021 Letter to Clients
The Q1 2021 Letter is now available on our website. I’ve included the link / embedded document below. Click to access...
Greystone Capital
Apr 24, 2021
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Yet Another Value Podcast Appearance
I was recently asked to be a guest on the Yet Another Value Podcast hosted by Andrew Walker. We discussed all things Libsyn including the...
Greystone Capital
Apr 16, 2021
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