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 | 142 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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poundtherockinvesting.substack.comLatest Issues
Changing Industries, Investor Sentiment and Asymmetric Opportunities
Sharing a few attractive coal-related ideas
Three conditions usually create asymmetric opportunities in public markets. Sentiment has to be bad enough that stocks, especially in certain industries trade at depressed multiples regardless of...
Greystone Capital Q2 2026 Letter to Clients
This quarter, I spend very little time discussing AI or the current infrastructure buildout, a topic dominating markets today. Instead, we are focused on finding good investments in our universe and allocating your capital to less popular a...
Large Cap Spotlight #1 - Tyler Technologies (TYL)
Monthly highlight of an attractive large cap company
I’m starting a new series of posts called Large Cap Spotlight, which will highlight one large cap company I think is attractive from a business quality perspective, and occasionally from...
Some Interesting Ideas - Planet Microcap Addition
Sharing some notes from company meetings at the Planet Microcap Event in Las Vegas
This will be another addition to the ‘Some Interesting Ideas’ series, an ongoing discussion of businesses with attractive 3-5 year outlooks, as I finally re...
An Update on Shift4 (FOUR)
Sharing some recent thoughts after taking a step back
I spent a large portion of 2025 and early 2026 getting to know Shift4, and following their Q4 earnings report earlier this year where results fell way below expectations, I took a step...
Audience Metrics
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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