Education
The Danger of Never Falling in Love
Don’t get close to management. Don’t like the company. Don’t become attached. Because eventually your judgement will
5 min
Adam Wilk
Adam Wilk is the Founder and Portfolio Manager of Greystone Capital Management, LLC.
Education
The Benefit of the Doubt
I’ve learned that the best management teams build a capital allocation system that investors can understand, observe, and eventually trust, and after enough years of doing exactly what they said they would do, the market stops asking for proof every quarter.
4 min
Education
The Stories We Tell Ourselves
Unfortunately, you’re never quite as smart as a rising stock makes you feel. And fortunately, you’re never as dumb as a falling stock makes you feel either.
5 min
Education
Strengths as Weaknesses
“One marker that I’m seeing someone clearly is when I understand how their strengths are also their weaknesses, how their genius lives right next to their dysfunction.”
3 min
Business Breakdowns
Armanino Foods (AMNF): The Leading Producer of Italian and Specialty Foods
As the dominant U.S. foodservice pesto leader, the company leverages a debt-free "fortress" balance sheet to fund aggressive automation and international expansion.
2 min
Business Breakdowns
Mama's Creations (MAMA) - The National Deli Solutions Company
The company has a vision of becoming a $1 billion business that “owns” the fresh deli space.
2 min