Value Hive Podcast

Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing

Listen Later

Today we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a very interesting background, he worked with the San Antonio Spurs on the Acquisition Department, we discussed the intricacies of basketball analytics, what does his research process looks like, from initial due diligence to deep dives, and how much he spends on research, we also talked about two of his ideas At Home (HOME) and Thunderbird Entertainment Group (TBRD) and we wrapped our conversation with tips and tricks on learning how to do nothing. 

  • [0:00] Introduction 
  • [4:40] How Did You End Up Working with the San Antonio Spurs?
  • [11:00] Parallels Between Basketball Operations and Investing
  • [18:30] Is it Possible to Do a DCF on a Basketball Player?
  • [28:00] The Key Main Drivers For Valuing a Player
  • [39:00] A Day in the Life of Adam Wilk
  • [45:00] Adam’s Bread and Butter Investment
  • [50:00] How to Manage a Watchlist
  • [1:00:00] At Home (HOME): Why Was It an Attractive Business? 
  • [1:09:00] HOME's Private Equity Takeover 
  • [1:19:00] Private Deals at the Expense of Shareholder Value 
  • [1:24:00] Thunderbird Entertainment Group (TBRD) 
  • [1:29:00] TBRD’s Bear Thesis 
  • [1:30:00] Learning to Do Nothing 
  • [1:42:00] Adam’s Hobbies 
  • [1:50:00] More from Adam Wilk

    • If you enjoyed this podcast please follow Adam on Twitter @AKWilk

    ...more
    View all episodesView all episodes
    Download on the App Store
    Value Hive PodcastBy Brandon Beylo
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    85 ratings

    More shows like Value Hive Podcast

    View all
    Top Traders Unplugged by Niels Kaastrup-Larsen

    Top Traders Unplugged

    579 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,061 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    935 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    663 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    802 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    270 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    188 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    361 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    304 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    64 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    102 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    246 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    46 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    273 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    90 Listeners