Concentrated value-based smallcap/microcap. Not investment advice.
West Chester, PA
Joined October 2017
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Greystone Capital Management LLC retweeted
New post: Some Interesting Ideas for 2026/2027
In the writeup:
- A data provider with sticky customers, difficult-to-replicate assets, and a compelling setup for its next chapter
- A small, growing provider of essential services with durable demand and room to build a much larger business through acquisitions
- A marketing services compounder trading at a mid-teens free cash flow yield, repurchasing shares, and facing very low expectations
poundtherockinvesting.substa…
Greystone Capital Management LLC retweeted
New post: A Small-Cap Energy Compounder
poundtherockinvesting.substa…
Working on an interesting idea: an oil and gas business that can double production and generate cumulative cash flow approaching 2.5x its current market cap within five years, and fund that growth internally.
Oh, and all of this can take place at roughly $70 oil.
Bonus: the business recently completed a transformative acquisition and the company’s Executive Chairman and majority shareholder is someone I consider the best manager and capital allocator in all of energy.
Greystone Capital Management LLC retweeted
The Greystone Capital Q2 2026 letter is now available on the site. I spend some time talking about $PBI, $NRP, $KITS and $FOUR, while discussing the source of some of our best investment ideas since inception.
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Greystone Capital Management LLC retweeted
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.
Greystone Capital Management LLC retweeted
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.
poundtherockinvesting.substa…
Greystone Capital Management LLC retweeted
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…
Greystone Capital Management LLC retweeted
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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Greystone Capital Management LLC retweeted
Some thoughts on investing and how I evaluate businesses that I hope to add to over time.
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Greystone Capital Management LLC retweeted
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.
greystonevalue.com/_files/ug…
Readers can also sign up to receive future communications on the Letters page.
A lesson I’ve had to learn many times:
The market is not ignoring your company’s positive developments.
You are wrong.
Greystone Capital Management LLC retweeted
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.
Greystone Capital Management LLC retweeted
I wrote some thoughts on $LMB along with my view of intrinsic value.
open.substack.com/pub/poundt…
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…
Greystone Capital Management LLC retweeted
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…
Greystone Capital Management LLC retweeted
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.
Greystone Capital Management LLC retweeted
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…
Greystone Capital Management LLC retweeted
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…
Greystone Capital Management LLC retweeted
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.