top of page

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."
Search


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...

Greystone Capital
Jul 21, 2018
0 comments


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 12, 2018
0 comments


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 9, 2018
0 comments
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
Jul 2, 2018
0 comments


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 25, 2018
0 comments
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 20, 2018
0 comments


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 18, 2018
0 comments
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 11, 2018
0 comments
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 4, 2018
0 comments
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...

Greystone Capital
Jun 3, 2018
0 comments
bottom of page