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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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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...

Greystone Capital
May 3, 2020
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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...

Greystone Capital
Apr 12, 2020
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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...

Greystone Capital
Apr 5, 2020
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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...

Greystone Capital
Jan 26, 2020
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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...

Greystone Capital
Jan 20, 2020
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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...

Greystone Capital
Jan 5, 2020
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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...

Greystone Capital
Sep 15, 2019
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Planet Microcap Podcast Interview – How working for the San Antonio Spurs helped shape investi
I had the pleasure of being interviewed by Bobby Kraft recently on his Planet Microcap Podcast. We talked about Greystone Capital...

Greystone Capital
Aug 23, 2019
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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...

Greystone Capital
Aug 5, 2019
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Manolete Partners (AIM:MANO) – a litigation finance microcap
Ticker: AIM:MANO Share Price: $6.11 (USD) (490p) Shares Outstanding: 43.5mm Market Cap: $263mm (USD) Cash: $27mm Debt: $0 Enterprise...

Greystone Capital
Jul 22, 2019
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