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Kyle Mowery Long This Stock: 2019 Invest For Kids Conference

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Jacob Wolinsky
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Full notes of Kyle Mowery, a Managing Partner and Portfolio Manager at GrizzlyRock Capital, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.

Q3 2019 hedge fund letters, conferences and more

Diesel
IADE-Michoko / Pixabay

GrizzlyRock Capital's Kyle Mowery - Small Cap L/S

Small Cap L/S

DAR

7.6x EBITDA, EBITDA growth 50% over two years, benefit from environmental issues around transport; action.

Largest render of animal byproduct.

Diamond Green diesel, growing very quickly.

Legacy business is protein rendering, 440-500m in EBITDA. Railroad, high capex...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid