Sylogist Ltd. (SYZ.TO / SYZLF) – the cheapest and highest quality business I can find

Sylogist is a public sector software-as-a-service (SaaS) business whose stock has been orphaned due to its history of poor corporate governance along with a recently implemented strategy shift and dividend cut that caught investors off guard. The strategy shift, which the market hasn’t yet approved, was the result of the retirement of the former CEO…

Greystone Capital Q2 2023 Letter to Clients

The Q2 Letter is now available on our website. I've included the link below. https://www.greystonevalue.com/_files/ugd/47fd79_dda248eda8e646aa9b771b98c6be6a13.pdf

Greystone Capital Q1 2023 Letter to Clients

The Q1 letter is now available on the website. I've included the link below. https://www.greystonevalue.com/_files/ugd/47fd79_4bc7a737390344ceb68d07367503b878.pdf

Computer Task Group (CTG)

This is an introductory writeup to Computer Task Group as I think the idea is interesting and I'd love to get some discussion going surrounding the next 12-24 months. Interestingly, the stock keeps getting cheaper despite what I'd view as very strong execution, with management basically delivering on what they said they'd do in terms…

Cansortium Inc. (CNTMF) – the most underappreciated cannabis stock

Cansortium Inc. (soon to be renamed Fluent) Share price: $0.17 Fully Diluted Shares Outstanding: 308mm inclusive of 38.1mm warrants and 16.9mm options, also inclusive of 2.7mm proportionate voting shares representing 10 votes each FD Market Cap: $52mm Cash: $9.0mm (FD cash would be around $29mm inclusive of options/warrants cash) Debt: $65mm (excluding lease obligations of…