Adam Wilk @AKWilk
Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps. greystonevalue.com West Chester, PA Joined April 2009-
Tweets6K
-
Followers10K
-
Following1K
-
Likes9K
Please report and block this person pretending to be me. x.com/peter__350z?s=…
0
0
0
1K
0
What are some examples or case studies of really successful turnarounds?
This is what you call excellent capital allocation:
For the microcap management teams who say ‘we are cash flow positive’ with negative FCF but positive adjusted EBITDA.
Anyone know where I can find an exhaustive list of all investment resources? Books, interviews, letters from the greats etc.? I think I remember seeing someone share something like that awhile back.
My 2.5 year old when I tell her I’m in charge:
This $SYZ interview was almost a year ago. Here we are with another record year and another muted stock reaction. 2024 and 2025 are going to be great years for the business.
This $SYZ interview was almost a year ago. Here we are with another record year and another muted stock reaction. 2024 and 2025 are going to be great years for the business.
I get about 15 spam calls and voicemails per day at this point. Put my number on the do not call list and after doing that, I’m now getting more calls. Is there any solution to this?
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Luke Wolgram🔥 (X) @LukeWolgram
8K Followers 712 Following Microcap/Smallcap Generalist Investor. #1 accuracy on Tipranks Top 25 as of 2021. #15 overall. 🇨🇦 $XPEL 20X $LEAT 5X $CELH 2X $SMTI 2X $APR.WA 2X
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Tristan @hurdle_rate
8K Followers 831 Following Portfolio Manager & Tax Agent - Not investment advice
Sean McD @SeanMcD1502
28 Followers 31 Following
Tom Cosper @AvantoPartners
0 Followers 137 Following Global L/S Investor | Founder & PM, Avanto Partners LP Not investment advice | https://t.co/qQzIEZydPw
Hayes @Bhaiz01
422 Followers 442 Following Love learning about the markets, macro, and everything finance.
Toshiothey @ToshiotheyL77u
0 Followers 52 Following
Lighthouse by CTFN @Lighthouse_CTFN
199 Followers 353 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Rockhaven Resources @RockhavenRK
3K Followers 5K Following Rockhaven is advancing its 100%-owned Klaza Project, which is one of the highest-grade gold deposits in Canada's Yukon.
Naman Agrawal 🚀 @n_a__m__a_n
168 Followers 567 Following Sports Nerd. Curious Mind. Wear failure badge proudly. Ex-cofounder https://t.co/dawcfAiKfg
Kingsley Lucas Lim @HolyFinancier
45 Followers 483 Following
bucioa @bucioaa
22 Followers 164 Following
Possibly Variant @possiblyvariant
1 Followers 52 Following
Roozbeh Ggg @RoozbehFx
37 Followers 142 Following
David @DavidCao23
1 Followers 638 Following
Theattil @TheattilqO7Dq
0 Followers 51 Following
Dr0finance @dr0finance
12 Followers 145 Following
Talerbox @talerbox
2K Followers 2K Following 📊 | Tipps & Hacks für deine Finanzen 🎬 | https://t.co/AmLB2NrOPY ⬇️ | Hier loslegen (+ Wie ich anlege)
No BS @no__bs__
38 Followers 148 Following
Jeronimo Bremer @Jbremerv
196 Followers 2K Following Ex Hedge Fund Manager at Goldman Sachs; co-founder of US$1bn+ investment platform. Investor and lifelong learner.
Luiza @Luiza15688103
0 Followers 9 Following
Jean @jldc_17
7 Followers 116 Following
Paulo Bilezikjian @pbilezik1
7 Followers 562 Following
Vinicius Alves @abacavini
31 Followers 988 Following
Brian H. @BMH82
265 Followers 2K Following
Brad Moldin @fidopa10
16 Followers 75 Following
CptChunk @xCptChunkx
33 Followers 170 Following
Sid @Sidpunjabiiii
103 Followers 542 Following
Nilanshu Sharma @neelanshu08
790 Followers 2K Following
Greg Stalsberg @GStalsberg
53 Followers 629 Following
Polina B. @Polinaber8
43 Followers 861 Following VC at TenSquared Capital (@10SQFund) | web3 & fintech & AI | previously at @10TFund and tradfi | @StanfordGSB
Mauricio @Maurici95437770
138 Followers 2K Following
Naveen Ravichandran @31_naveen
2 Followers 156 Following
Brian Frank @bfrankvalue
328 Followers 179 Following Portfolio Manager for small/mid-cap Frank Value Fund. Stubborn distance runner. I post about stocks and running! All views my own and not investment advice.
Akshath Polavarapu @akspola
9 Followers 245 Following Interested in geopolitics, markets, and asymmetric bets.
蜜桃臀肥臀美臀.. @dominicstgeorge
204 Followers 242 Following
Stock Analysis Compil.. @StockCompil
2K Followers 489 Following I read a lot of hedge fund reports. I publish the short analyses I find here and the longer ones in my newsletter: https://t.co/FKtknwEaPC
Aalim Rehman @aalim_rehman
27 Followers 65 Following Equity Research Analyst | Writer at @WallStreetOasis | Tech & VC Enthusiast
TokStocks @TokStocks
940 Followers 790 Following Canadian Small Cap Coverage for Active Investors Not Financial Advice. Please see our disclaimer: https://t.co/IrCXwZzGFB
Mike Davenport @NRadd6441575
1 Followers 41 Following
George Williams @GW_Investor
23 Followers 245 Following
Imran Rahimzai @UVAImran_R2004
5 Followers 174 Following
stockmkt @stockmkt3
39 Followers 114 Following
me @me08243934
0 Followers 829 Following
Scott Healy @InfoSecRunner
167 Followers 194 Following Dedicated husband and father. Passionate about travel, running, cycling and security software!
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Jerry Capital @JerryCap
41K Followers 571 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Luke Wolgram🔥 (X) @LukeWolgram
8K Followers 712 Following Microcap/Smallcap Generalist Investor. #1 accuracy on Tipranks Top 25 as of 2021. #15 overall. 🇨🇦 $XPEL 20X $LEAT 5X $CELH 2X $SMTI 2X $APR.WA 2X
Kris Rymer, CPA @KrisRymer
656 Followers 686 Following CPA and entrepreneur passionate about finance | Sharing analysis on stocks, REITs and private equity/credit | Educating other investors @AccreditedLP
Mark D. Hines @markhines33
4K Followers 269 Following Investment manager and advisor, helping you make informed decisions. Founder and independent owner at https://t.co/vhjVEQzH6i and https://t.co/gC1vHehHCJ | Posts≠advice
Brad Lyons @BLyons151
8K Followers 344 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Rusholme Capital @rusholmecapital
3K Followers 494 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
Don Wharton @donwharton_ss
356 Followers 2K Following Researching serial acquirers & great capital allocators. Turning over lots of rocks. Sharing under-the-radar compounders. Not investment advice do D.D.
Shomik Ghosh @shomikghosh21
7K Followers 1K Following @boldstartvc - partner at inception for enterprise founders from first line of code, @carnegiemellon alum
Logan Colhoun @ColhounLogan
90 Followers 222 Following
Ryan Lee @CuriousRyanLee
245 Followers 684 Following Building a holding company that Charlie Munger would approve of. I’m an investment advisor but I’m not your investment advisor. No investment advice here.
Charles Frischer @cfrischer1
2K Followers 206 Following Long term investor with value inclination. Board member Kingsway Financial Services KFS-NYSE.
Kurt Leedy @KurtLeedy
317 Followers 230 Following Private investor at Dallas-based family office. UTexas - Bain - Ridgemont - Wharton - Miramar. All tweets are mine and don’t reflect opinions of Miramar.
OpenPalestra @OpenPalestra
323 Followers 101 Following Newsletter with insights for students and recent grads focused on public investing. By a former HF analyst (15+ yrs) https://t.co/TzM9298gjj
No Called Strikes Inv.. @NCSI_SA
1K Followers 60 Following I'm a big believer that there are "No Called Strikes" in investing. I write on Seeking Alpha and Micro Cap Club, covering a small number of companies
MicroCapClub @MicroCapClub
41K Followers 126 Following MicroCapClub is a global community of 250+ experienced microcap investors. All great companies started as small companies. We find them first.
sam klepfish @FoodieBusiness
360 Followers 74 Following CEO $IVFH. E/commerce platforms. Microcap Investor. Angel Investor. Life Science. My own opinions.
Brett Arends @BrettArends
86K Followers 3K Following Financial reporter, writer, and commentator. Retirement columnist, @marketwatch.
Fernando Vallarino @FernandoInvests
249 Followers 492 Following
PBH Funds @PBH_Funds
25 Followers 62 Following Small time fund manager. Always looking to collaborate with like-minded investors. Mostly small caps.
History & Finance @history_finance
144 Followers 403 Following Portfolio Manager. Former CMBS Trader. Student of History. Holds CFA Designation. Nothing I write should be construed as investment advice.
Sauropod Capital @SauropodCapital
231 Followers 643 Following navigating markets with a long reach and a small brain 🦕 not investment advice 🦕 levered shitcos, special sits, uninvestable stuff
Lone Elm @loneelmcapital
2K Followers 1K Following
value venturez @valueventurez
142 Followers 2K Following
Matt Slotnick @matt_slotnick
9K Followers 896 Following traveling AI salesman and crm influencer @poggio_labs
LEF @Lucatoni919
114 Followers 282 Following It is the mark of an educated mind to be able to entertain a thought without accepting it - Aristotle
Cassandra B.C. @michaelburry_
13K Followers 0 Following
Daikoku Capital @DaikokuCap
2K Followers 321 Following Searching for deeply undervalued securities across the globe.
Stephen Frampton @StephenFrampto9
926 Followers 160 Following I like writing : SeekingAlpha - https://t.co/vkksScjHcM Substack - https://t.co/xQXdHrLMxL
Adil @templargin
310 Followers 80 Following
Manana Investing @MananaInvesting
536 Followers 429 Following On a path to be better everyday! Investing in Public Companies. TSX/TSXV/NYSE/NASDAQ. Investment Journal. Nothing is investment advice. Do your own diligence.
MyBuyside @MyBuyside
976 Followers 19 Following The future of buyside engagement. Learn more @ https://t.co/hmxFBaaUa2
Preferred Shares Podc.. @Pfdshares
793 Followers 18 Following Business, history, and business history. https://t.co/yRFr6PiBuO
Nicholas A. MacAskill @_thoughtsbynic
3K Followers 3K Following Diversified Business Builder. Agency Owner. Consultant. Coach. Creator. https://t.co/ytVHA9yr4g w/ gratitude.
Jonathan Morgan @Jmorganr
1K Followers 641 Following http://t.co/xmxS4C2fTm President of Morgan Properties JV, Multifamily Owner/Manager, Real Estate Investor, Penn & Columbia Business School Alum, Entrepreneur
Jamison Trane @jamisontrane
450 Followers 1K Following mostly statistics and finance | value oriented L/S
Brad Hathaway @brad_farview
243 Followers 27 Following
Clay Finck @Clay_Finck
41K Followers 821 Following Host of We Study Billionaires by @TIP_network 🎙 #Bitcoin
Angel Muffin Capital @angelmuffincap
480 Followers 506 Following
Adam Kurkiewicz @ajkurki
1K Followers 987 Following WashU endowment investment team. Seeking to partner with the world’s best investors and businesses around the globe.
Scott L. Wilson @ScottWilson_CIO
126 Followers 5 Following Official Account CIO of Washington University in St. Louis Endowment
Graham Duncan @GrahamDuncanNYC
15K Followers 1K Following Compulsively seeking new ways of seeing reality
Sam Teller @samteller
17K Followers 1K Following
Dwarkesh Patel @dwarkesh_sp
55K Followers 700 Following Being pretrained Host of Dwarkesh Podcast https://t.co/3SXlu7fy6N https://t.co/rEhnfYywXY https://t.co/hQfIWdM1Un
Ouissam Youssef @ValsefCapital
284 Followers 299 Following Ouissam is the founder and CEO of Valsoft Group, a leading Canadian enterprise specialized in building and acquiring software companies.
Gotta get the reps in! I like how he links mastering a skill to fulfillment. My own view is it's not even mastery itself but the pursuit of mastery that is the fulfilling part. And to do that is a lot of grunt work. The process of completing the work is what brings fulfillment.…
‘I know a lot of rich people. They don’t feel good, as you think they should & would. They’re miserable. Because, if they don’t master a skill, life is unfulfilling. So I work because if you don’t, in standup comedy, if you don’t do it a lot, you stink.’ newyorker.com/podcast/the-ne…
‘I know a lot of rich people. They don’t feel good, as you think they should & would. They’re miserable. Because, if they don’t master a skill, life is unfulfilling. So I work because if you don’t, in standup comedy, if you don’t do it a lot, you stink.’ newyorker.com/podcast/the-ne…
Had my nightmare happen this week where I’m at a fruit plate at a fancy event with folks behind me and I grab one grape and it’s connected to the entire bunch and I try to pull off an appropriate amount of grapes and can’t do it so end up nervously laughing and getting no grapes
In 1993, Jensen Huang pitched a startup idea to his former boss, Wilf Corrigan. After Jensen's pitch, Wilf said, “I have no idea what you just said. That was one of the worst pitches I've ever heard.” Wilf then called the renowned venture capitalist Don Valentine, and said,…
Frat party in the 90s, not a single phone in sight
@AKWilk m.youtube.com/watch?v=OTtLYl… One of my fave turnarounds
@AKWilk Yahoo successfully navigated the tech vs media identity crisis to become a world leading weather app
He holding that breadwinner tight boy
I'm best man at my buddy's second wedding. Is it appropriate to open my dinner speech with “Welcome back everyone"?
How much would this house cost in your neighborhood?
@stats_feed I hope those who want a wife and kids can have them. I hope those who don't want a wife and kids live their best life. I hope those who have a wife and kids are living their dream. 30 here with a wife, 2 kids, and a 3rd on the way. Each year has been better than the last since…
@wallst_walrus @AKWilk Still in progress but GE has sold a bunch of assets, cut costs, spun off divisions Stock is up ~5X in the past four years
@wallst_walrus @AKWilk Some of these we really have to zoom out because the turnarounds happened 2002-2017
@AKWilk “Who says elephants can’t dance?” By Louis Gerstner of his 90s turnaround of IBM
@dan_tmt @AKWilk @gibsonchiang $SBAC the niche industrial REIT act like CRE REIT NOW why?
@AKWilk $SPOK; Lightning fast turnaround. Lesson: focus on what you do best & realize that it’s tough to get customers to adopt a new product when they’re just not ready. $DCM.TO; Redefined the way it marketed & offered its services to get better margins. $MNST $CHTR; Chapter 11 exits.
Trends for United States
1.020 posts
9.429 posts
4.118 posts
92,7 B posts
53,2 B posts
39 B posts
3.360 posts
2.246 posts
8.829 posts
2.039 posts
7.959 posts
3.760 posts
3.463 posts
14,8 B posts
4.622 posts
3.025 posts
1.935 posts
40,2 B posts
You might like
Laughing Water Capita..
@LaughingH20Cap
15K Followers
Greenhaven Road
@GreenhavenRoad
17K Followers
Avram Fisher
@longcastadviser
6K Followers
Voss Capital
@CapitalVoss
10K Followers
Steven Wood
@GWInvestors
13K Followers
Upslope Capital
@UpslopeCapital
22K Followers
Dirtcheapstocks
@dirtcheapstocks
21K Followers
TJB
@PFHCapital
5K Followers
Harris Perlman
@OtterMarket
20K Followers
Yaron Naymark
@1MainCapital
28K Followers
Scuttlebutt Investor
@Scuttlebutt_Inv
9K Followers
Implied Expectations
@LongHillRoadCap
14K Followers
Andrew Walker
@AndrewRangeley
33K Followers
Connor Haley
@AltaFoxCapital
44K Followers
Michael Liu
@michael2017l
10K Followers