Pound the Rock Investing
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 133 | Founded | 4 years ago | Last Issue | 12 days ago |
| Active | |||||
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poundtherockinvesting.substack.comLatest Issues
Greystone's Letter to the Board of Secure Waste Infrastructure
We recently sent the attached letter to the Board and Special Committee of SECURE Waste Infrastructure Corp. regarding the proposed acquisition by GFL Environmental.
Greystone and its partners are long-term shareholders of SECURE, and we b...
Some Interesting Ideas
Sharing some ideas with attractive 3-5 year outlooks
This will be another post in the ongoing ‘Some Interesting Ideas’ series. There are a handful of businesses I’ve been spending time on recently that don’t quite fit neatly into one categ...
Greystone Capital Q1 2026 Letter to Clients
Our Q1 letter is now available on the site. Readers can also join the distribution list on the Letters page to receive future communications.
This is an incredibly exciting time for Greystone Capital. Our fund, Greystone Capital Partners L...
Duolingo (DUOL)
A Deep Dive on the Business, Competitive Position and Asymmetric Upside
“Dear potential investors,
Shift4 Payments Inc.
A Deep Dive on the Business, Strategy, and Asymmetric Upside
“We acquire unique technology and a captive funnel of under-monetized payment volume, run our conversion playbook, and watch the economics improve over time. We’ve done it a doze...
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Subscribers, engagement, traffic and sponsorship for Pound the Rock Investing.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
This blog, written by Adam Wilk, the founder and portfolio manager of Greystone Capital Management, is an ongoing discussion about business, investing, and things I find interesting.
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