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

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...

