Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist – a misunderstood business with 70% recurring revenue and ~60% gross EBIT margins...
#canada #smallcap #valueinvesting

For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply

Timestamps:
00:42: Adam Wilk background and how he got into investing
1:55: Overview of Greystone Capital Mgmt
2:41: What differentiates Greystone
4:14: Adam's alignment with Greystone investors
4:54: Idea Sourcing
6:16: Sylogist as % of portfolio
6:49: Background and intro to the opportunity with Sylogist
9:11: Sylogist product value prop
11:46: Customer retention
12:34: Revenues
13:25: Growing sales team
13:54: Growth rate
14:36: Margins for the business
16:56: Valuation
18:13: Sylogist vs Blackbaud and Tyler Technologies
19:54: What don't investors understand about Sylogist
22:20: Discussion on current CEO
24:31: Catalysts for the stock