Greystone Capital Management LLC @GreystoneCap
Concentrated value-based smallcap/microcap. Not investment advice. greystonevalue.com West Chester, PA Joined October 2017-
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Please report and block this person pretending to be me. x.com/peter__350z?s=…
Going to start doing some more writing on non-idea related stuff. open.substack.com/pub/poundthero…
Now filthy cheap
The Greystone Capital Q4 / FY23 letter is now up on our site. Lots of idea discussion including $SYZ, $LMB, $BELFB, $APG, $CURN, along with some notes about $THRY and $FC. Readers can join the distribution list on the Letters page. greystonevalue.com/_files/ugd/47f…
This was a lot of fun. If you’re new to $SYZ, give it a listen!
This was a lot of fun. If you’re new to $SYZ, give it a listen!
Giddy up pt. 2 $CURN seekingalpha.com/news/4041069-c…
Giddy up $DR.TO seekingalpha.com/news/4041170-m…
We have some great members on our community. We are going to start highlighting them. Here is @AKWilk portfolio manager @GreystoneCap. Adam has a very non-traditional career path. youtu.be/K0YUUgYjigw
Investing motto I'm using for the 2020's decade: (1) International over Domestic (2) Value over Growth (3) Small over Large Charts below are P/E & CAPE (absolute, normalized to avg, relative) for INTL DM (EAFE) Small-Mid Cap Value and US Large Cap w/ Value removed. Very cheap!
I was interviewed on @SumZero last week discussing Greystone as well as our investment in Sylogist $SYZLF / $SYZ.TO youtu.be/a0GITt53HuA
Narrator: they are now bearing fruit
A tale as old as time
The Greystone Capital letter is up on our website. I talk a bit about $GFF, $BFIT, $POL and discuss a new investment in Sylogist $SYZ.TO. Readers can sign up for future communications via the website on the Letters page. greystonevalue.com/_files/ugd/47f…
Sharing the Greystone Capital Q4 letter which is now on the website. greystonevalue.com/_files/ugd/47f… Discussions include $RICK, $GFF, $IDT, $APG, $CURN, $POL, and $BFIT among others. Feel free to join the distribution list on the Letters page to receive future communications.
In case you’re bored this weekend
Q3 letter is up
Now THAT is what you call operating leverage! Call 8:30am tomorrow. $CURN globenewswire.com/en/news-releas…
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@GreystoneCap Done
@sama Thanks for making this a single tweet instead of a thread
Marrying into a rich family
What financial habit has made the biggest difference in your life?
“please let me know who” lmao
The Kingdom Capital Advisors Q1-24 letter is now available: kingdomcapitaladvisors.com/fund-letters/q…
If you didn’t want to do it, why post it on the internet?
@benhbader Most of you including Ben will never touch 150k a year. He’s trying to guilt trip and put y’all down so you are manipulated into buying his course, then he will use that money to buy rich shit to flex on twitter and insta so more buy his course. His only skills are scamming
@ParthenosCap @ClarkSquareCap Andrew Carreon from Emeth Value writes really detailed letters on their fav ideas
In addition to this topic. Yesterday, I discovered an interesting pitch on Bel Fuse $BELFB from @GreystoneCap. Bel Fuse is a family-owned electrical components manufacturer. Here is a quick pitch after a preliminary study of the company 👇 The company's business is highly…
Statistically, family-owned businesses (FOBs) yield higher returns for investors compared to non-FOBs. According to Carmignac, €100 invested in a family business in January 2004 would have turned into €393 by the end of 2023. In comparison, the same amount in non-FOBs would…
Bloomberg transcript has me as @Adam_Wyden's analyst lmao
5/ $BELFB pitch by @GreystoneCap Dirt-cheap electronic components manufacturer - a good business with sticky long-term customers, solid organic growth, and strong end markets. Yet it trades at MSD EBITDA vs peer multiples at 13x-18x and LT industry average at 10x-12x.
2/ SECForm4 The best source I have found for insider trading activity, institutional holders and activity from 13D / 13G filings. Even allows you to break down the quarterly history of an institution's ownership in a table or a chart. It's free. 🔗: secform4.com
Carl Kawaja manages over $10B of global equities at Capital Group. He told us Edward Tufte's Visual Display of Quantitative Information “is the single most practically useful book you can read to distinguish yourself as an investor.” On the surface it’s a book about data…
Gator Capital Management doesn't get nearly enough praise. Since inception in 2008. I'm guessing (?) this fund has been out in the open obvious for long enough that allocators already filled up his fund - if not that's genuinely insane.
$NOA.TO thesis in a nutshell: -Multi-year contracts to service oil sands, mines, and infrastructure sites that usually have multi-decade lifespans -Largest player of scale servicing Canadian oil sands; replacement value of NOA's fleet is ~$2.3B relative to TEV of ~$1.3B
$GME avoided BK only by selling tons of new stock at insane valuations during the squeeze. This is a high-profile example of an old lesson: Knowing all the details about an investment shouldn’t give you comfort that you’re right. It can hurt you by breeding overconfidence. 3/3
This demonstrating the maxim learned in every introductory Economics course, even @Harvard, that individuals do respond to incentives.
CNN host Erica Hill was left speechless after their chief law enforcement analyst detailed the activities of the criminal illegals in the months since their arrival in the country “They have crews here that operate in New York, do all their stealing, then go to Florida to spend…
Another small cap manager that writes up a bunch of names on a quarterly basis @GreystoneCap @AKWilk x.com/greystonecap/s…
The Greystone Capital Q4 / FY23 letter is now up on our site. Lots of idea discussion including $SYZ, $LMB, $BELFB, $APG, $CURN, along with some notes about $THRY and $FC. Readers can join the distribution list on the Letters page. greystonevalue.com/_files/ugd/47f…
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