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Adam Wilk
@AKWilk · 10 calls
Fund manager
Founder and managing partner of Greystone Capital Partners, a private investment partnership focused on concentrated small-cap investments. His approach emphasizes fundamental business research and long-term ownership.
Individual calls
| Date | Contributor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-15 | Adam Wilk @AKWilk Fund manager | PESI | “$PESI: Experience you can trust. Management you can not.” | — | -5 | Tweet ↗ |
| 2026-10-08 | Adam Wilk @AKWilk Fund manager | GPI | “Obviously its the best time ever to be buying car dealerships, but $GPI looks super attractive here. Shares are down -40% YTD. A mid-teens free cash flow yield combined with massive buybacks. They've reduced the share count -35% during the past few years. Supply constrained” | — | +10 | Tweet ↗ |
| 2026-10-07 | Adam Wilk @AKWilk Fund manager | KITS | “Another set of really solid prelim results from $KITS. C$245-250M revenues are in play for FY26. Q4 is typically a strong one with Black Friday and the holidays. Shaping up to be another strong year and even stronger 2027.” | 2027 | +5 | Tweet ↗ |
| 2026-10-02 | Adam Wilk @AKWilk Fund manager | SRTA | “I wrote about Strata Critical Medical $SRTA which I think offers a compelling setup. Strata is an organ transplant logistics and clinical-services business that was formerly the medical division of Blade Air Mobility. Blade sold its passenger aviation business to Joby in 2025,” | — | +10 | Tweet ↗ |
| 2026-09-15 | Adam Wilk @AKWilk Fund manager | GFR | “I think Greenfire Resources $GFR is a really interesting idea. Greenfire is a $2B oil sands producer controlled by Adam Waterous of WEF, fresh off a $1.3B acquisition that doubles the size of the business from a production standpoint, trading around 4x my 2030 sustaining free” | 2030 | +10 | Tweet ↗ |
| 2026-08-24 | Adam Wilk @AKWilk Fund manager | FOUR | “One of the best writeups on $FOUR I’ve seen out there. From Emeth Value Capital’s H1 2026 letter. Would agree with most of what was written, and think intrinsic value is much higher than $47/share.” | — | +10 | Tweet ↗ |
| 2026-06-22 | Adam Wilk @AKWilk Fund manager | PBI | “Removed the paywall from the $PBI post. Still attractive despite YTD returns.” | — | +10 | Tweet ↗ |
| 2026-04-13 | Adam Wilk @AKWilk Fund manager | SES.TO | “If this deal goes through as written, it is a deeply disappointing outcome for $SES.TO holders. Our base case was C$34/share using conservative assumptions. Instead, shareholders are being asked to sell a scarce, high-quality waste infrastructure asset for C$24.75/share, mostly” | — | +10 | Tweet ↗ |
| 2026-04-09 | Adam Wilk @AKWilk Fund manager | DUOL | “Next week we’ll be sharing some of our work on Duolingo $DUOL, one of the more interesting setups we’re seeing this year. At today’s valuation, a positive outcome seems very likely unless the business is completely falling apart, the product is getting worse, and management” | this year | +10 | Tweet ↗ |
| 2026-03-10 | Adam Wilk @AKWilk Fund manager | WSC | “$WSC - Within 3-5 years, they are projecting $3.0B in revenues and between 20-30% FCF margins on a $4B market cap. Yes, there is some debt (low cost, long maturities), but by then the cycle should turn, that's a nearly 20% FCF yield 3-5 years out, and they repurchased 20% of” | 3-5 years | +5 | Tweet ↗ |