Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

Tobias

I think we're live.

Jake

It's always a question.

Tobias

This is Value After Hours. I'm Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is Adam Wilk. He's a small and micro investor at Greystone Valley. Welcome, Adam. How are you?

Adam

Thanks a lot. Thanks for having me. Doing great.

Tobias

So tell us a little bit about Greystone Value, your investment strategy there, what you're looking for.

Adam

Sure. Yeah. The the high level pitch is I I formed Greystone Capital as a separate accounts business about five years ago with just myself as the CIO and PM, and I now have some outsourced back office partners. And my background includes time spent in the NBA working for the Spurs and Rockets as a scout and analytics employee in the front office, and I have a few years of credit experience as a senior commercial lender for a large bank. And I launched Greystone. We just passed the five year mark, and we've done about 25% 24% net during that time, outpacing both the Russell Russell Microcap S a

Tobias

Can you walk us through, if not a name, then just a sort of a case study, maybe something that you've closed out?

Adam

Something that I closed out?

Tobias

Either something that you hold, if you're happy to talk about that, or something that you closed out if you'd prefer not to talk about stuff you hold.

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