Greystone Capital Q4 2021 Letter to Clients
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."
1847 Goedeker Inc. (GOED) – executing well yet remains incredibly cheap
Greystone Capital Q3 2021 Letter to Clients
Thunderbird Entertainment (TBRD.V / THBRF) – a ‘pick and shovel’ way to play the c
Recent Podcast Appearances
Greystone Capital Q2 2021 Letter to Clients
PartsiD Inc. (ID) – a niche auto parts retailer with a favorable setup
Capital Employed Podcast Appearance
Greystone Capital Management Q1 2021 Letter to Clients
Yet Another Value Podcast Appearance