Adam Wilk is the Founder and Portfolio Manager of Greystone Capital Management, LLC.
With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
KPG has a buy and build strategy of acquiring accounting firms in Australia and the US and are planning to expand their playbook to new geographies.
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
Companies and shareholders will end up deserving each other, and our job is to find the ones that deserve to be found.
The company has a vision of becoming $1 billion business that “owns” the fresh deli space, through a combination of organic growth and acquisitions.