Concentrated value-based smallcap/microcap. Not investment advice.
Joined October 2017
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On Friday, I’ll be sharing research and a lengthy writeup on one of Greystone’s core positions and highest-conviction ideas. We’ve been building the position over time in what we believe is a high-quality, volume-driven toll booth led by strong management and still early in a multi-year compounding story.
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New post: an interesting microcap in maritime connectivity undergoing a business transformation where free cash flow will inflect in a big way in the next 12-18 months. Recurring revenue, leaner cost structure, nice operating leverage, and half the market cap in cash.
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New post: Some Interesting Ideas for 2026 and beyond. Taking a look at businesses with attractive 3-5 year outlooks.
open.substack.com/pub/poundt…
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The Greystone Capital Q4 letter is available on the site.
Included in the Appendix is a writeup on $FOUR, our newest investment, and a business solving what appears to be an intractable problem.
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Some thoughts on investing and how I evaluate businesses that I hope to add to over time.
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The Greystone Capital Q3 letter is now available on our site. A brief update on two positions in $IVFH and $SYZ.
I also share some thoughts on allocating capital in this market.
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Readers can also sign up to receive future communications on the Letters page.
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26 Sep 2025
A lesson I’ve had to learn many times:
The market is not ignoring your company’s positive developments.
You are wrong.
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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.
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I wrote some thoughts on $LMB along with my view of intrinsic value.
open.substack.com/pub/poundt…
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21 Aug 2025
TenzingMEMO is a great new investment tool. I’d highly recommend checking it out.
Sharing some thoughts on Argan, Inc. $AGX with the help of TenzingMEMO.
Tenzing's 'The Skeptic' feature is one of my favorite new tools.
open.substack.com/pub/poundt…
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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/poundt…
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31 Jul 2025
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/ug…
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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.
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27 Jul 2025
Excellent deal!
We reached 50 subscribers. I’m extending a lifetime 20% discount for the next 25 subs. The discount link is in the post below.
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We reached 50 subscribers. I’m extending a lifetime 20% discount for the next 25 subs. The discount link is in the post below.
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/poundt…
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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/poundt…
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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 Substacks that post multiple ideas per month.
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24 Jul 2025
Idea thread
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18 Jul 2025
👇👇👇
I’m excited to announce that after five years of managing Separate Accounts, we have launched a commingled investment fund, Greystone Capital Partners LP, which is now accepting subscriptions from accredited investors. As of today, with the exception of large institutional accounts, I will no longer be onboarding individual separate account clients.
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