The Business Brew Adam Wilk
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Feb 6, 2026 Adam Wilk, Founder and CIO of Greystone Capital Partners and former NBA scout and commercial underwriter, shares his investment approach. He describes scouting-informed decision-making, how culture and systems build durable advantages, the research value of scuttlebutt conversations, why small caps offer mispricings, and company cases like Shift4 and Duolingo illustrating path-dependent moats.
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Systems Create Durable Advantages
- Adam Wilk learned durable competitive advantage is embedded in systems, culture, and incentives rather than surface tactics.
- He applies this systems view from the Spurs to evaluate companies' long-term edge and decision-making processes.
Do Deep Scuttlebutt Research
- Talk to customers, competitors, employees, suppliers and former employees to determine what reality looks like inside a business.
- Spend the majority of your research time on scuttlebutt rather than only public filings to gain an interpretive edge.
Small Caps Offer Structural Edges
- Small- and micro-cap stocks offer an opportunity because they're overlooked by large passive and concentrated active managers.
- That information and behavioral arbitrage can let active, patient investors find mispriced quality companies.
