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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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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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Greystone Capital Q4 2020 / Year End Letter
The Q4 2020 / YE Letter is now available on the website. I’ve included the link / embedded document below. Click to access...
Greystone Capital
Jan 16, 2021
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Greystone Capital Seeking Alpha Interview – Behind the Idea with Liberated Syndication (LSYN)
Below is a recent interview I did with Seeking Alpha as a supplement to my article on Liberated Syndication. Feel free to reach out with...
Greystone Capital
Jan 15, 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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Greystone Capital Q3 2020 Letter
The Q3 letter is now available on our website. I’ve included the link below. Click to access Greystone-Capital-Q3-2020-Letter-11052020.pdf
Greystone Capital
Nov 9, 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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Greystone Capital H1 2020 Letter to Clients
The first half of 2020 letter to clients is now available on our website. I’ve posted the link below as well. Click to access...
Greystone Capital
Aug 5, 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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