Greystone Capital Management LLC

Concentrated value-based smallcap/microcap. Not investment advice.

[Adam Wilk @AKWilk]

On Friday, I’ll be sharing research and a lengthy writeup on one of Greystone’s core positions and highest-conviction ideas. We’ve been building the position over time in what we believe is a high-quality, volume-driven toll booth led by strong management and still early in a multi-year compounding story.

[Adam Wilk @AKWilk]

New post: an interesting microcap in maritime connectivity undergoing a business transformation where free cash flow will inflect in a big way in the next 12-18 months. Recurring revenue, leaner cost structure, nice operating leverage, and half the market cap in cash.
https://t.co/HNO2VxKzQH

[Adam Wilk @AKWilk]

New post: Some Interesting Ideas for 2026 and beyond. Taking a look at businesses with attractive 3-5 year outlooks.
https://t.co/gNgZJypYvD

[Adam Wilk @AKWilk]

The Greystone Capital Q4 letter is available on the site.

Included in the Appendix is a writeup on $FOUR, our newest investment, and a business solving what appears to be an intractable problem.

https://t.co/0kU9EgbsjR

[Adam Wilk @AKWilk]

Some thoughts on investing and how I evaluate businesses that I hope to add to over time.
https://t.co/pjUG2nhiA3

[Adam Wilk @AKWilk]

The Greystone Capital Q3 letter is now available on our site. A brief update on two positions in $IVFH and $SYZ.
I also share some thoughts on allocating capital in this market.
https://t.co/xXRq891vpn

Readers can also sign up to receive future communications on the Letters page.

[Greystone Capital Management LLC @GreystoneCap]

A lesson I’ve had to learn many times:

The market is not ignoring your company’s positive developments.

You are wrong.

[Adam Wilk @AKWilk]

It’s #CompounderFriday

Today’s feature: HEICO $HEI

A family-run aerospace and defense supplier that’s compounded at 18%+ annually for 30 years by building and buying the kinds of parts most companies ignore.

[Adam Wilk @AKWilk]

I wrote some thoughts on $LMB along with my view of intrinsic value.

https://t.co/sJLPhyRuBe

[Greystone Capital Management LLC @GreystoneCap]

TenzingMEMO is a great new investment tool. I’d highly recommend checking it out.

[Adam Wilk @AKWilk]

Sharing some thoughts on Argan, Inc. $AGX with the help of TenzingMEMO.

Tenzing's 'The Skeptic' feature is one of my favorite new tools.

https://t.co/5tGrgnSFpJ

[Greystone Capital Management LLC @GreystoneCap]

@KeepPrepProm @InvestSpecial I tend to agree

[Greystone Capital Management LLC @GreystoneCap]

@KeepPrepProm @InvestSpecial Do not take anything I wrote as gospel, or investment advice.

[Adam Wilk @AKWilk]

Sharing some updated thoughts on $NRP and how they can potentially benefit from the extraction of rare earth elements over time.
https://t.co/UW94vE5WWN

[Greystone Capital Management LLC @GreystoneCap]

The Greystone Capital Q2 letter is available on our site. I share some thoughts after five years along with some updates on $NRP, $APG, $KITS, $SYZ and $MFCSF.

Readers can join the distribution list on the Letters page to receive future communications.

https://t.co/XdmleOn3yQ

[Adam Wilk @AKWilk]

I've been amazed at some of the AI related tools being built for investment professionals. It seems like something new is launched almost daily. One of my new favorites is TenzingMEMO (https://t.co/0CdDpF5xjV).

I'm blown away by this product.

[Greystone Capital Management LLC @GreystoneCap]

Excellent deal!

[Adam Wilk @AKWilk]

We reached 50 subscribers. I’m extending a lifetime 20% discount for the next 25 subs. The discount link is in the post below.

[Adam Wilk @AKWilk]

We reached 50 subscribers. I’m extending a lifetime 20% discount for the next 25 subs. The discount link is in the post below.

[Adam Wilk @AKWilk]

After two days, there are just 9 discount slots left. New paid subscribers can navigate to the post for a lifetime 33% discount.
https://t.co/mLryQq0EjH

[Adam Wilk @AKWilk]

After seven years of sharing my writing publicly, the time is right to put a portion of the blog behind a paywall.

I’ve set the annual subscription price at $19.99/month or $239/annually. I priced the subscription below all the lengthy, deep-dive Substacks, as well as below the Substacks that post multiple ideas per month.

[Greystone Capital Management LLC @GreystoneCap]

Idea thread

[Adam Wilk @AKWilk]

I wrote about some interesting ideas for 2025 and beyond (below). This may become a recurring post.

Businesses discussed:
$AT.L
$CVEO
$SYZ.TO
$MCCK
$BILD
$TIC