Pinned
Some thoughts on investing and how I evaluate businesses that I hope to add to over time.
…4-4b58-95a2-873503998297.filesusr.com/ugd/47fd79_e90…
Adam Wilk
7,850 posts
Adam Wilk
@AKWilk
Founder and Portfolio Manager of Greystone Capital Partners, LP.
Author of Pound the Rock Investing Substack
poundtherockinvesting.substack.com
- Got this in the mail today. Looks interesting. Anyone know what these guys do?
- To me, Buffett’s real superpower is being able to think clearly with a stomach full of McDonald’s, Coke and peanut brittle.
- Dog daycare raised prices 15% and can keep doing it year after year. Who wants to go in on a levered roll-up of dog grooming and dog daycare mom and pops? The ultimate pricing power businesses with minimal opex.
- One of the best pieces on semis I've read. Semiconductors: The most important sector in the world
- My brother built / is building a successful personal injury law firm and has been killing it over the past year. My favorite part: no Twitter account, no instagram, doesn’t brag, hasn’t even really told anyone. Just put his head down and worked really hard. He was let go from...
- Had a plumber over this week for a small repair. Was here for about 40 minutes. $872 dollars. Why did I go to college again?
- Happy to share Greystone Capital Management’s Q1 2021 Letter with discussions on $LSYN, $RMNI, $THRY and a new position in $PLBY. greystonevalue.com/wp-content/upl…
