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We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management
Manage episode 463707800 series 2501033
My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs and other investors asking him why won't this company stay cheap forever; I would've thought for sure this article was inspired by management teams asking him about this topic. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/
You can Follow Adam Wilk on Twitter/X here: https://x.com/AKWilk
MicroCapClub article: https://microcapclub.com/we-will-find-you/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
297 episoder
Manage episode 463707800 series 2501033
My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs and other investors asking him why won't this company stay cheap forever; I would've thought for sure this article was inspired by management teams asking him about this topic. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/
You can Follow Adam Wilk on Twitter/X here: https://x.com/AKWilk
MicroCapClub article: https://microcapclub.com/we-will-find-you/
We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.
We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.
First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!
Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.
Subscribe here: http://bit.ly/1Q5Yfym
Click here to rate and review the Planet MicroCap Podcast
The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.
You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
297 episoder
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1 Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant 53:02
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1 Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing 38:02
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1 Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires 55:06
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1 We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management 39:58
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1 A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital 56:53
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1 Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter 46:04
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1 MicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCaps 1:44:24
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1 GARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital Management 43:54
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1 Conceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas Research 46:16
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1 Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc. 40:23
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1 Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate 53:16
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1 Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon 43:29
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1 Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap 47:22
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1 It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management 39:25
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1 MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International 40:25
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