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Capital Compounders Show

Small & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management)

Mar 2, 2025
Adam Wilk, the founder and portfolio manager of Greystone Capital Management, shares his fascinating journey from NBA basketball analyst to small-cap investment guru. He discusses the unique advantages of investing in smaller, often overlooked companies, and emphasizes the critical role of strong management. Adam also delves into the strategies behind concentrated portfolios and highlights emerging opportunities in the small-cap market, showcasing remarkable company transformations and the importance of organizational culture.
01:48:31

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Adam Wilk's transition from NBA scout to investor showcases the transferable skills of talent evaluation and identifying undervalued opportunities in both fields.
  • Investing in small and micro-cap companies allows investors to discover overlooked opportunities often ignored by larger firms, emphasizing the importance of management quality.

Deep dives

Small Town Advantages in Investing

Living in a small borough like Westchester, Pennsylvania, offers unique advantages for value investing. The speaker appreciates the slower pace of life, which allows for ample time to think and reflect, crucial for discovering investment opportunities. This environment fosters a strong connection to family and community, providing a solid support network. The quiet surroundings also facilitate activities such as reading and hiking, which contribute to a thoughtful investment strategy.

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