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Pound the Rock Investing

Tens of paid subscribers

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.

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Substack
PricingFreemiumPublishesWeekly
Issues151Founded5 years agoLast Issue7 days ago
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Latest Issues

The Benefit of the Doubt

When I first started investing, I fell prey to this pitfall of first order thinking: quarterly results are good, so why is the stock down? This caused me a lot of confusion early on. Sometimes, the answer was positioning, expectations, a we...

7 days ago
13
10

Thoughts on Evaluating Management and an Update on KITS Eyecare

Don’t get close to management. Don’t like the company. Don’t become attached. Because eventually your judgement will be compromised and you’ll get hurt.

This is often how investors are taught to think about management teams.

When I first...

10 days ago
15
1

The Stories We Tell Ourselves

Eddie Murphy has one of the greatest filmographies in all of movie history, with a career that spans nearly 45 years (!), with the making of his first movie, 48 Hours, in 1982.

From 1982 – 1995, Eddie Murphy went on a crazy run, starring i...

14 days ago
12

A Small Cap Transplant Compounder

A misunderstood healthcare business with multiple paths to earnings growth

The opening scene of John Q, starring Denzel Washington, follows a woman driving recklessly down a mountain road before colliding with an oncoming truck and being k...

a month ago
6
Paid

Consequential Learning

The Importance of Skin in the Game

When I worked in the NBA, a friend of mine and I used to have the same conversation over and over again. We were both in relatively low-level positions, surrounded by people with more experience, more aut...

a month ago
16
5
Paid

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  • Pound the Rock Investing

    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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