The Greystone Capital Q3 letter is now available on our site. Discussion includes $LNF.TO / $LEFUF which we added to significantly during the quarter. Readers can sign up for future communications via the website on the Letters page. greystonevalue.com/_files/ugd/47f…

youtu.be/LES989e1ei0?si… 🎙️#NEWRELEASE: Small & Mid-Cap Value Stocks: A Conversation with Adam Wilk (Greystone Capital Management) (Ep. #41 // Capital Compounders Show) Adam Wilk Greystone Capital Management LLC This was lots of fun, don't miss it - enjoy!! 🍿

This was a lot of fun. Kyle Grieve is the man!

This is the ultimate moat.

Excellent news for $LNF lflgroup.ca/English/news/n…

👇👇👇

After seven years of sharing my writing publicly, the time is right to put a portion of the blog behind a paywall. I’ve set the annual subscription price at $19.99/month or $239/annually. I priced the subscription below all the lengthy, deep-dive Substacks, as well as below the

Idea thread

After two days, there are just 9 discount slots left. New paid subscribers can navigate to the post for a lifetime 33% discount. open.substack.com/pub/poundthero…

I've been amazed at some of the AI related tools being built for investment professionals. It seems like something new is launched almost daily. One of my new favorites is TenzingMEMO (tenzingmemo.com). I'm blown away by this product.

We reached 50 subscribers. I’m extending a lifetime 20% discount for the next 25 subs. The discount link is in the post below.

Excellent deal!

The Greystone Capital Q2 letter is available on our site. I share some thoughts after five years along with some updates on $NRP, $APG, $KITS, $SYZ and $MFCSF. Readers can join the distribution list on the Letters page to receive future communications. greystonevalue.com/_files/ugd/47f…

Sharing some updated thoughts on $NRP and how they can potentially benefit from the extraction of rare earth elements over time. open.substack.com/pub/poundthero…

TenzingMEMO is a great new investment tool. I’d highly recommend checking it out.

I wrote some thoughts on $LMB along with my view of intrinsic value. open.substack.com/pub/poundthero…

It’s #CompounderFriday Today’s feature: HEICO $HEI A family-run aerospace and defense supplier that’s compounded at 18%+ annually for 30 years by building and buying the kinds of parts most companies ignore.