Adam Wilk

Small- and micro-cap investor, CIO of Greystone Capital, and author of the Pound the Rock Investing newsletter; focuses on concentrated, bottom-up value ideas across micro- to mid-cap equities.

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Oct 30, 2025 • 1h

Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38

Adam Wilk, CIO of Greystone Capital and author of the Pound the Rock Investing newsletter, dives deep into the world of small and micro-cap investing. He discusses the coal royalty model of Natural Resource Partners (NRP) and explores its turnaround strategy. Adam highlights key investment drivers for Leon's Furniture, including housing dynamics and margin expansion. Additionally, he shares insights from API Group's recurring revenue and growth potential in the fire safety sector. This engaging discussion touches on unique evaluation strategies and the opportunities within small-cap markets.

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