Pound the Rock Investing
Pound the Rock Investing, greystonecapA 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 | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 95 |
| Subscribers | Read | poundtherockinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Investor's Podcast Interview
I was recently interviewed by Kyle Grieve on The Investor’s Podcast, one of my favorite shows that I started listening to a decade ago. Kyle and I had a great conversation and I appreciate all of his thoughtful questions.
A Tale of Two Markets
> I’ve witnessed many investors make terrible investment decisions from thinking via the index. The most common mistake is to view the index (indeed any index?) as a risk free “home”. That this disposition still exists after the irrational ...
Capital Compounders Interview with Robin Speziale
I was recently interviewed by Robin Speziale on his Capital Compounders podcast, one of my favorite new podcasts that I started listening to last year. Robin is an excellent interviewer and did a lot of prep work for the episode, which show...
Bel Fuse Update and Intrinsic Value Estimate
Bel Fuse (BELFB) reported Q4 and FY 2024 results on the 19th, and there was a lot to like. I’m providing some thoughts below and how I’m thinking about valuation and future upside.
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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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