Value Hive Podcast Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
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Sep 5, 2025 Listeners explore the latest insights from three investment firms as Greystone Capital reviews its strong Q2 performance, highlighting key holdings like NRP and Kits Eyecare. Springview Capital shares its focus on founder-led businesses, featuring Robinhood's turnaround and highlights from its robust portfolio. Praetorian Capital reflects on a strategy reboot, emphasizing patience and a return to instinctive trading. Engaging discussions on growth potential and market strategies make for an insightful dive into investment philosophies.
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Focus And Alignment Drive Durable Returns
- Greystone emphasizes deep focus: few high-quality businesses and long-term alignment over broad diversification.
- Patience, low costs, and aligned incentives are presented as the firm's core competitive edges.
Prioritize Survival And Low Costs
- Stay in the game by avoiding leverage, speculation, and misaligned partners to preserve capital.
- Lower costs and resist institutional pressures to maintain long-term survival and compounding.
Niche Durable Businesses Offer Upside
- Greystone's top holdings (NRP, APG, Sylogist, Kits, MFC) illustrate value in niche, cash-generative businesses with upside optionality.
- The manager underwrites long-term free cash flow and cyclical recovery rather than short-term narratives.