Greystone Capital
Ecology and Environment Inc. (EEI) – attractive valuation with some built-in catalysts
All credit for this idea goes to Peter Rabover from Artko Capital, who helped outline the thesis in his latest quarterly letter to...
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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
- Jul 12, 2018
The state of the frac-sand industry
I recently published a write-up of Select Sands Corp., a frac-sand producer trading over the counter that makes up a large percentage...
Greystone Capital
- Jul 9, 2018
An Asymmetric Opportunity with Select Sands Corp. (SLSDF)
Company Data (as of 07/01/18) Ticker (US Shares): OTC: SLSDF Price: $0.35 Market Cap (fully diluted): $30.2mm Shares Outstanding (fully...
Greystone Capital
- Jul 2, 2018
What I think I’ve learned about investing
Inspired by Upslope Capital’s George Lividas (@Noonsixcap) updates regarding his lessons and learnings shared via Twitter – ‘What I think...
Greystone Capital
- Jun 25, 2018
The Joint Corp. (JYNT) – adjusting for a brighter future
When researching new investment ideas, some of the criteria or qualities I try to seek out include, among other things: Simple business...
Greystone Capital
- Jun 20, 2018
My Investment Process
In my early investing days, my mission was to ‘find and buy cheap stocks’, obsessed with sometimes short-term returns, quantitative...
Greystone Capital
- Jun 18, 2018
Vista Outdoor Inc. (VSTO) – Potential value through the sale of a business segment
During my usual comb through some Q1 13Fs, I noticed that Bruce Berkowitz had taken a fairly large position (6.5% of his portfolio) in...
Greystone Capital
- Jun 11, 2018
Finding an edge; creating a moat around an investment process
I wanted to share this video of a presentation I recently watched by small cap investor Brian Bares, founder of Bares Capital Management....
Greystone Capital
- Jun 4, 2018
My favorite metric to use for business valuation
One of my favorite presentations on valuation was authored by NYU professor and valuation king Aswath Damodaran, a teacher/writer who has...
Greystone Capital
- Jun 3, 2018
Getting the most out of management meetings and visits to company headquarters
“I want to know what motivates people. The problem is not that they won’t tell me, because they will. The problem is that none of us know...
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