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 | 135 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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poundtherockinvesting.substack.comLatest Issues
Venture Capital is Not an Asset Class
Things are about to get very weird. They may already have gotten weird, but they’re about to get much weirder. The other day I was listening to a podcast and heard a prominent VC say the following:
“In the future, homes will not need a k...
Pitney Bowes (PBI)
A Deep Dive on the Business, Competitive Position and Current Valuation
“Once you overcome your fixed cost in that business, it is a high-volume business, and you recognize that your labor has a capacity, you can sort of sweat them. Any ad...
Greystone's Letter to the Board of Secure Waste Infrastructure
The current offer materially undervalues SECURE and transfers upside from long-term shareholders, just as the company’s transformation is beginning
We recently sent the attached letter to the Board and Special Committee of SECURE Waste Inf...
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...
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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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