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Adam Wilk
@AKWilk
Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
West Chester, PA
Joined April 2009
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Adam Wilk@AKWilk · 8 h
This is a great rebuttal to The Spruce Point $LMB short report. open.substack.com/pub/oldschoolv…
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Adam Wilk@AKWilk · Jul 22
$LMB down -20% from highs. The ODR segment is a 25% ROIC engine still hidden behind consolidated margins. I don’t think the mix shift is being modeled correctly, still. The next 4-5 years will demonstrate what happens when an average contractor turns into a cash flowing machine.
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Adam Wilk@AKWilk · Jul 22
What’s the best small cap you’ve never seen anyone write about or mention?
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