Greystone Capital
WageWorks (WAGE) – not as cheap as it looks
When searching for new investments to add to Greystone’s portfolio, I try to seek out misunderstood or underfollowed businesses that...
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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
Dec 1, 2018
My Investment Checklist
The importance of using checklists has been widely discussed among investors, with the most notable being Warren Buffett, Charlie Munger...
Greystone Capital
Nov 8, 2018
American Shared Hospital Services (AMS) – very cheap, but with some hair
I’ve been making my way through a list of founder-led small/micro-caps that I found on Travis Weidower’s blog, Egregiously Cheap. I came...
Greystone Capital
Oct 29, 2018
Planet Fitness (PLNT) – impressive but too expensive
Been doing some work in the health and wellness industry recently, a space that I know very well as a consumer of the products, wearer of...
Greystone Capital
Oct 21, 2018
Key resources that helped me improve as an investor
I wanted to put together a short list of materials/resources that have helped me improve tremendously as an investor recently, and over...
Greystone Capital
Oct 6, 2018
Introduction to the Value Investing Process: A Lecture by Bruce Greenwald
I just finished reading and taking notes on this lecture/presentation by Columbia value investing professor Bruce Greenwald. Thank you to...
Greystone Capital
Sep 20, 2018
Some updated thoughts on RumbleOn Inc. (RMBL)
After reading the company filings and making my first share purchases, I’ve had some time to think about the business model of RumbleOn...
Greystone Capital
Aug 14, 2018
RumbleOn Inc. (RMBL) – a potential fat pitch
Company Data Ticker: NASDAQ: RMBL Share price: $6.14 Market Cap: $74mm Shares Outstanding: 12.1mm Net Debt: $3mm Total Enterprise Value...
Greystone Capital
Aug 4, 2018
CRH Medical Corp. (CRHM) Q2 update and thoughts on valuation
I’m surprised and somewhat annoyed by the market’s muted reaction to CRH Medical Corp.’s Q2 results reported on Wednesday night. The...
Greystone Capital
Jul 28, 2018
Greystone Capital Seeking Alpha Interview
Seeking Alpha recently asked me to answer a few questions about my investment partnership, Greystone Capital. Topics discussed include...
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