Planet MicroCap Podcast | MicroCap Investing Strategies We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management
Jan 29, 2025
Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management, shares his expertise on microcap investing with insights inspired by Buffett’s philosophy on shareholders. The discussion dives into how companies attract the investors they deserve. Adam emphasizes the need for effective communication to unveil a company's hidden growth potential, showcasing patience in long-term investing, illustrated by a case study of Despagar. He tackles misconceptions about small-cap investments, promoting their growth while highlighting the importance of strategic management.
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Growth and Valuation
- Companies with growing earnings power will eventually see their stock price reflect that growth.
- This answers the question of why such companies won't remain undervalued indefinitely.
Giannis's Story
- Adam Wilk uses Giannis Antetokounmpo's story to illustrate his point about undiscovered talent.
- Despite playing in a less visible league, Giannis's talent was eventually recognized by the NBA.
Focus on the Business
- Focus on running a good business; investors will find you if you execute well and demonstrate growth.
- Don't fixate on share price; concentrate on sustainable business operations.