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Adam D. Wyden
@Adam_Wyden · 6 calls
Fund manager
Founder and chief investment officer of ADW Capital, a concentrated, long-biased investment partnership founded in 2010. Before starting ADW, he worked on advisory and principal investments at SMH Capital.
Individual calls
| Date | Contributor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-14 | Adam D. Wyden @Adam_Wyden Fund manager | STGW | “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” | 2027 | +10 | Tweet ↗ |
| 2026-10-04 | Adam D. Wyden @Adam_Wyden Fund manager | GFL | “@At50w50882 @310Value @ctfn_news All of their existing debt is portable… this was by design and both mgmt / IR call this out regularly. Only need to raise the new debt….dovigi haters are always gonna hate. That’s why it needs to go private $GFL” | — | +5 | Tweet ↗ |
| 2026-09-24 | Adam D. Wyden @Adam_Wyden Fund manager | DBI | “Another interesting SOTP play. Love my topo atmos. $DBI” | — | +5 | Tweet ↗ |
| 2026-09-21 | Adam D. Wyden @Adam_Wyden Fund manager | CODI | “@KEDM_COM Pretty sure our most recent letter had liquidation in the mid 30s on 2027 roll fwd…. Stock lower. Nav higher. Insider buying won’t keep them at the controls. $CODI” | 2027 | +10 | Tweet ↗ |
| 2026-09-03 | Adam D. Wyden @Adam_Wyden Fund manager | DRVN | “Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN” | 2027 | +10 | Tweet ↗ |
| 2026-02-25 | Adam D. Wyden @Adam_Wyden Fund manager | CODI | “Been awhile since we found some Of the deep value we built ADW Capital around… should be interesting. $CODI” | — | +10 | Tweet ↗ |