Adam D. Wyden (@Adam_Wyden) header
Adam D. Wyden (@Adam_Wyden) profile picture

Adam D. Wyden

@Adam_Wyden
 Miami, Florida
adwcapital.com
Joined December 2007
  • Tweets4.8K
  • Following521
  • Followers14.8K
117Media
Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)Photo by Adam D. Wyden (@Adam_Wyden)
Hight quality white collar talent with their own agentic OS @Mark_Penn @jayleveton @ballan11 SNACKWELL AI !!! 🤖 🖥️📈 finance.yahoo.com/media-adve… $STGW
Stagwell Launches "Stagwell AI," Its Unified Custom Portfolio of Agentic Marketing Solutions

Stagwell Launches "Stagwell AI," Its Unified Custom Portfolio of Agentic Marketing Solutions

Building on 's ongoing investment in AI, the portfolio brings together rebranded and new solutions under one masterbrand to streamline AI product go-to-market strategy and transform marketing for...

finance.yahoo.com
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I had an LP call my “shitco” … “snackwell”…. They can “snack” on this. $STGW @Mark_Penn @jayleveton @ballan11 Funny thing is it’s still 6x PE in 2027 ahead of a generational 2028 political year. $makeshitcosgreatagain $compoundersat30xPEnotthesamewith10yrat5pct $makingmoneythehardway. Or easy way?
Image from Adam D. Wyden (@Adam_Wyden)
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Yes they can…. But they said it was substantially undervalued at 18. $drvn
Private Eye Capital (@PrivateEyeCap) profile picturePrivate Eye Capital@PrivateEyeCapOct 9
Roark could take Driven's $DRVN debt back to 5x ND/EBITDA (vs. 3.1x currently) and buyout the 39% public float at $18/sh with only ~$200 mn outlay. Could then look to de-lever by selling Meineke, Maaco, and/or collision brands and only open Take5 franchisees (no co owned stores)
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Another interesting SOTP play. Love my topo atmos. $DBI
Mark Cohen (@MarkCohen31) profile pictureMark Cohen
@MarkCohen31Sep 16
Today we amended our 13D and filed this presentation summarizing our view of $DBI and Topo Athletic 

sec.gov/Archives/edgar/data/…
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King William as my son likes to refer to him out with his first public position. Don’t sleep on him. $LIFE
William Zolezzi (@wzolezzi1) profile pictureWilliam Zolezzi
@wzolezzi1Sep 24
Muse thoughts. $LIFE appears to be a big beneficiary here. They're functionally an MGA with proprietary technologies that allows what has traditionally been a laborious and in-person process to move online. Expect their business to further accelerate with a brand-new traffic source. Muse! See the below video. Ask Muse to find a life insurance policy and watch it go straight to Ethos and work through the flow. @get_Ethos
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Holiday weekends create idle hands… funny how the robot just “knows”… pretty soon shareholders will too. $CODI @CODIequity @ACapitalLP @AsifSuria @joemassoud
Image from Adam D. Wyden (@Adam_Wyden)
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@zach_sawtelle
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Better re-framing of question. Why would someone be short $DRVN and long $VVV? Take 5 better franchisee economics...Trades at ~ 20 percent maintenance yield vs mid singles...Motivated Sponsor... It's not zero sum but....
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Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN
Image from Adam D. Wyden (@Adam_Wyden)
Image from Adam D. Wyden (@Adam_Wyden)
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$DRVN.. The Company is likely trading at 6x EBIT(DA) and ~14 pct FCF yield and ~20 pct on maintenance in 2027. 8 mm shares are short and the de facto float is 32 mm (backing out large long term owners).. Can basically buyback the entire float with one year of FCF. Not $VVV
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$DRVN So, $VVV will generate $130 mm FCF on a 4.2bn cap in '27 and $DRVN will generate $285 mm FCF (our estimate) in 27 and is a 2.2bn cap. Please explain?
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$codi is it them or me?
CEO Watcher (@CEOStockWatcher) profile pictureCEO Watcher
@CEOStockWatcherAug 17
4 insiders have now bought into this run-up at Compass Diversified $CODI
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finance.yahoo.com/markets/st… Got too excited I forgot to post the link….. $DRVN
ADW Capital Management Sends Letter to Driven Brands Board and Controlling Shareholder Roark...

ADW Capital Management Sends Letter to Driven Brands Board and Controlling Shareholder Roark...

Calls on Company to Launch Public Strategic Review Process Exploring Sale of Company as a Whole or in Segments Urges Board to Announce Establishment of Independent Special Committee to Run Process...

finance.yahoo.com
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WE. WILL. NOT. STOP. $DRVN finance.yahoo.com/markets/st…
ADW Capital Management Sends Letter to Driven Brands Board and Controlling Shareholder Roark...

ADW Capital Management Sends Letter to Driven Brands Board and Controlling Shareholder Roark...

Calls on Company to Launch Public Strategic Review Process Exploring Sale of Company as a Whole or in Segments Urges Board to Announce Establishment of Independent Special Committee to Run Process...

finance.yahoo.com
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WEB liked the holdcos too… @Mark_Penn @jayleveton @ballan11 $STGW
Joe Raymond (@joekraymond) profile pictureJoe Raymond
@joekraymondJul 20
Here's a letter Buffett sent to the Chairman of Interpublic in Feb 1974. EPS 1973: $2.74 Avg stock price 1974: $10.38 EPS 1983: $8.75 Avg stock price 1984: $108.68
Image from Joe Raymond (@joekraymond)
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Possibility. LOL. @CODIequity $CODI
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@Wedbush @WedbushFunds
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Thanks Bill. Just getting started. $codi
Raging Capital Ventures (@RagingVentures) profile pictureRaging Capital Ventures
@RagingVenturesJul 17
Daniel Loeb-esque activism at $CODI by @Adam_Wyden The review of the board members in the second half of the letter is quite something Full letter: sec.gov/Archives/edgar/data/…
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AI is truly incredible…. @CODIequity @ACAPResearch $CODI It’s time for shareholders to win…
🤖 Made with AI
Image from Adam D. Wyden (@Adam_Wyden)
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