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We Study Billionaires - The Investor’s Podcast Network

TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk

Mar 9, 2025
Kyle Grieve chats with Adam Wilk, Founder of Greystone Capital Management, who transitioned from NBA scouting to investing. They discuss the art of spotting hidden value—skills honed while evaluating talent for sports. Adam emphasizes incremental progress in investing, revealing how a labor-intensive approach leads to better insights. He also shares lessons on identifying quality small-cap stocks, the impact of low costs on market sensitivity, and the importance of authentic partnerships in investment strategies. A fascinating blend of sports and finance!
01:19:13

Episode guests

Adam Wilk

Podcast summary created with Snipd AI

Quick takeaways

  • Investing in micro-cap stocks can yield higher returns than conventional approaches, challenging the belief that small-cap stocks underperform the market.
  • The speaker's experience as an NBA scout informs his investment strategy by highlighting the importance of patience and diligent research in identifying undervalued companies.

Deep dives

Challenging Conventional Wisdom on Small Cap Stocks

Conventional thinking in the investing community suggests that small-cap stocks generally do not outperform the market. However, an investor from Greystone Capital Management has achieved an impressive 23.8% return from micro-cap stocks, far exceeding the S&P 500's annualized return of 17.7%. This discrepancy highlights the potential for higher returns in micro-cap investing, a sector often overlooked due to its perceived risk and inefficiencies. By identifying and investing in underappreciated micro-cap businesses, investors may find lucrative opportunities that challenge prevailing market assumptions.

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