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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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Greystone Capital
Apr 15, 2023
Computer Task Group (CTG)
This is an introductory writeup to Computer Task Group as I think the idea is interesting and I’d love to get some discussion going...
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Greystone Capital
Sep 2, 2022
Cansortium Inc. (CNTMF) – the most underappreciated cannabis stock
Cansortium Inc. (soon to be renamed Fluent) Share price: $0.17 Fully Diluted Shares Outstanding: 308mm inclusive of 38.1mm warrants and...
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Greystone Capital
Feb 6, 2022
IDT Corporation (IDT) – cheap and misunderstood with a path to 100% upside
IDT Corporation is a founder-led company with an incredibly strong history of value creation and multiple catalysts on the horizon for...
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Greystone Capital
Dec 6, 2021
1847 Goedeker Inc. (GOED) – executing well yet remains incredibly cheap
1847 Goedeker Inc. (from here out referred to as just Goedeker, Goedekers or GOED) represents one of the more mispriced situations I’ve...
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Greystone Capital
Sep 21, 2021
Thunderbird Entertainment (TBRD.V / THBRF) – a ‘pick and shovel’ way to play the c
Thunderbird Entertainment (THBRF) is one of the more intriguing risk/reward situations I’ve come across in some time, and represents a...
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Greystone Capital
Jul 12, 2021
PartsiD Inc. (ID) – a niche auto parts retailer with a favorable setup
PartsiD (disclosure: long) is an intriguing microcap that went public via SPAC toward the end of 2020. Shares dropped nearly 40% almost...
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Greystone Capital
Apr 6, 2021
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...
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Greystone Capital
Mar 30, 2021
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...
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Greystone Capital
Nov 12, 2020
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...
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Greystone Capital
Aug 19, 2020
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...
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Greystone Capital
Aug 15, 2020
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...
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Greystone Capital
Jun 15, 2020
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...
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Greystone Capital
May 3, 2020
RCI Hospitality (RICK) – a cheap FCF generator
Yup, it’s about that time of the quarantine where I start looking at RCI Hospitality (disclosure: long). I had somehow glanced over this...
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Greystone Capital
Apr 12, 2020
Some updated thoughts/corrections on MIXT
I’ve sold most of my position in MIXT very shortly after purchasing it. I hate doing this, and it always feels like I’m reacting too...
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Greystone Capital
Apr 5, 2020
MiX Telematics (MIXT) – quality business, quality management team, cheap price
MiX Telematics (disclosure: long) is a founder-led business at somewhat of an inflection point where they have spent the past few years...
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Greystone Capital
Jan 26, 2020
Terravest Industries (TVK.TO / TRRVF) -high quality, undervalued microcap with a phenomenal manageme
The first line on you see on the Investor Relations page on Terravest’s website is: “Our objective is to grow free cash flow per share...
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Greystone Capital
Jan 20, 2020
DLH Holdings Corp. (DLHC) – decent business with near term catalysts
An introductory writeup for DLH Holdings Corp. in order to introduce the opportunity. I came across this one a few months ago, and wish I...
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Greystone Capital
Jan 5, 2020
Gateway Casinos and Leisure Acquisition Corp. SPAC – cheap with decent growth
While I’m researching and accumulating shares in a new idea (post coming soon), and since I haven’t written anything in awhile, this is a...
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Greystone Capital
Sep 15, 2019
Some interesting microcap names – part one
This is just going to be the first part of an idea thread post, without full writeups on each business. I’ve been looking at some...
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Greystone Capital
Aug 5, 2019
Hill International Inc. (HIL) – value with a catalyst
Ticker: NYSE:HIL Share Price: $3.15 Shares Outstanding: 55.6mm Market Cap: $175.4mm Cash: $27mm Debt: $45mm Enterprise Value: $193mm 2018...
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