At Home Group (HOME) – favorable unit economics, long growth runway, cheap valuation
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."
Liberated Syndication (LSYN) – Update and Recent Developments
Greystone Capital Q4 2020 / Year End Letter
Greystone Capital Seeking Alpha Interview – Behind the Idea with Liberated Syndication (LSYN)
Liberated Syndication (LSYN) – cheap, growing, with catalysts on the horizon
Greystone Capital Q3 2020 Letter
Power REIT (PW) – a differentiated REIT in the cannabis space
G-Willi Food International (WILC) – fast growing Israeli food distributor
Greystone Capital H1 2020 Letter to Clients
An intro writeup for The APi Group (APG)