Small Cap Value: A Conversation w/ Adam Wilk (Greystone Capital) | Capital Compounders Show (EP #41) скачать в хорошем качестве

Small Cap Value: A Conversation w/ Adam Wilk (Greystone Capital) | Capital Compounders Show (EP #41)

👉 SUBSCRIBE NOW TO THE CAPITAL COMPOUNDERS SHOW:    / @robinspeziale   💎 BECOME AN ELITE CHANNEL MEMBER TO ACCESS PERKS:    / @robinspeziale   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): https://robinspeziale.substack.com 📺 WATCH NEXT:    • The Compounding Machine: Mark Leonard & Co...      • A Conversation with Francois Rochon (Giver...      • Best Stocks 2025: A Conversation with Paul...      • Canada's Next Billion Dollar Company: Grow...      • Best Stocks 2025: A Conversation with Jaso...      • Hidden Small Cap Gems: A Conversation with...      • 10X Stocks: The Science Behind Multibagger...      • Making Fast Food Fun Again: Happy Belly Fo...      • Predicting SmallCap Speculative Takeovers ...      • Investing In The Next Big Thing: Conversat...   📚 BUY MY BOOKS: Market Masters: https://amzn.to/3Vfexu6 Capital Compounders: https://amzn.to/4eYP7bn Lessons From The Successful Investor: https://amzn.to/3Zj2ai1 𝕏 FOLLOW ME: https://x.com/RobinSpeziale 💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: https://web.koho.ca/referral/UGXXKO6S 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com. In this episode, host Robin Speziale interviews Adam Wilk, founder and portfolio manager of Greystone Capital. Adam shares his unique journey from working in the NBA to becoming a successful investor focused on small and mid-cap companies. He discusses the advantages of investing in smaller, underfollowed businesses, the importance of management quality, and his investment philosophy. #CapitalCompoundersShow #investing #stocks ________________________________________________ CHAPTERS: 00:00 Introduction to Adam Wilk & Greystone 03:04 Advantages of Small-Town Investing 06:04 Adam's NBA Background 09:16 Transitioning from Sports to Investing 12:01 Lessons from Hedge Fund Managers 15:03 Investing in Undervalued Small Caps 17:56 The Case for Leon's Furniture 21:10 Capital Allocation Strategies and Share Buybacks 24:07 Building Relationships with Management Teams 26:59 The Role of a One-Person Investment Committee 37:15 Combating Biases in Investment Decisions 39:12 The Evolution of Adam's Investment Strategy 40:12 Concentration vs. Diversification 44:11 Exploring Canadian Opportunities 46:31 The Journey of TerraVest 54:22 Lessons from Selling TerraVest 56:19 Opportunities in Market Downturns 01:03:04 Identifying Turning Points 01:10:33 Discovery Process of Sylogist 01:12:12 Investment Thesis on Medical Facilities 01:16:04 Navigating Cash Flow and Stock Buybacks 01:18:41 Investment Strategies and Opportunity Costs 01:22:10 Position Sizing and Averaging Up 01:25:31 Understanding 'Study' and Watch Lists 01:29:06 Importance of Primary Research 01:32:32 Avoiding Entrenched Thinkers 01:35:05 Natural Resource Partners 01:45:33 Recommended Reading 01:48:19 Outro ________________________________________________ GET IN TOUCH: ✉️ For business inquires, please use this email: r.speziale@gmail.com 💡 Some of the links in this description are affiliate links that I get a commission on *** DISCLAIMER: This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.