Joining me in this episode was Adam Wilk from Greystone Capital Management.
Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s.
His returns over the past few years have been fantastic.
In this episode Adam talks about his investment style, and two companies he's invested in which he thinks have great long term potential -
Playboy Inc and Rci Hospitality
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