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Adam Wyden

7 statements across 1 episodes · 1 bullish · 5 bearish · 1 people on the record · first statement Sep 22, 2022 by Adam Wyden · said 1 times in 1 episodes since 2021 · across every show →

On the record as a speaker too: Adam Wyden's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Savneet Singh (1)

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2021 1 mention in 1 episode

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Everything said about Adam Wyden, oldest first

Sep 22, 2022 negative
Insight
Wyden: Competing with Tiger Global and Coatue on Apple is functionally impossible
“I'm never going to beat Tiger Global or KOTU or anyone on Apple because they're going to have Yippit data and they're going to have robots and AI and credit cards and all of this stuff that's just going to make it functionally impossible for me to beat them.”
Adam Wyden Sep 22, 2022 ▶ 18:36 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022
Assertion Not checkable as stated
Wyden: ADW Capital launched with under $500K, finishing year one at $8M–$9M
“The fund was a little under 500,000 dollars. I lived at home, kept costs low and distractions low. And I finished year one at about eight or nine million dollars.”
Adam Wyden Sep 22, 2022 ▶ 8:29 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022 negative
Assertion Supported
Wyden: I wrote PAR's John Sammon had a 'PhD in value destruction'
“I think it was hard for John Salmon to go and sit face to face with someone who wrote a public letter saying, you have a PhD in value destruction, but actions speak louder than words.”
Adam Wyden Sep 22, 2022 ▶ 17:44 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022 bearish
Disclosure
Wyden: ADW Capital will never make an investment purely for activism again
“I will never make an investment again solely under the auspices of activism. I don't ever see that happening.”
Adam Wyden Sep 22, 2022 ▶ 22:54 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022 negative
Insight
Wyden: Activist investing distracts from other portfolio holdings even when successful
“I look at companies where the reason why you own it is for activism, and I've found that that strategy, even when you win, distracts you materially from your other investments. There is a psychological cost to that, not just financial.”
Adam Wyden Sep 22, 2022 ▶ 23:01 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022 negative
Disclosure
Wyden: ADW's biggest mistake was overstaying and resizing Fiat post-spin
“Overstaying our welcome in Fiat and resizing the position post spin.”
Adam Wyden Sep 22, 2022 ▶ 31:19 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Sep 22, 2022 bullish
Opinion
Wyden: PAR was ignored due to illiquidity and poor CEO capital allocation
“No one is spending time on par. It's in upstate New York. The CEO has a terrible history of capital allocation, and it's a liquid and it's small. If I can actually get a variant view on the company, on their products, I know I'm going to be the only person doi…”
Adam Wyden Sep 22, 2022 ▶ 19:29 Adam Wyden - ADW Capital (Manager Meetings, EP.37)
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