The Investor's Podcast Interview
My appearance on The Investor's Podcast
I was recently interviewed by Kyle Grieve on The Investor’s Podcast, one of my favorite shows that I started listening to a decade ago. Kyle and I had a great conversation and I appreciate all of his thoughtful questions.
During the episode, we chat about:
How small bits of incremental progress lead to outsized returns over time
Key insights in finding undervalued assets that I learned from looking for undervalued talent for an NBA team
Why making the investing process labor-intensive creates differentiated insights
Why keeping costs low in a fund decreases sensitivity to market volatility
Why identifying quality in small caps comes with inherent difficulty compared to more discovered businesses
Why change in expectations is such a powerful catalyst
And much more
I hope you enjoy.
Adam Wilk is the Founder and Portfolio Manager of Greystone Capital Management LLC, a small cap focused investment firm.
Adam can be reached at adam@greystonevalue.com
Disclaimer: Adam Wilk and clients of Greystone Capital Management own shares of LMB and SYZLF. The purpose of this post is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security mentioned.
Great episode!