@Adam_Wyden profile picture
Adam D. Wyden @Adam_Wyden
Joined December 2007
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$codi … more as you roll fwd to 27 …
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That feeling when the country’s top consumer small cap fund files in one of your biggest horses…. sec.gov/Archives/edgar/data/… On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks! $codi

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finance.yahoo.com/markets/st… Can we make it 2/2? Weather feels - a little better at ~ 30 percent of SOTP… $valueinvesting

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

Contends Driven Brands is Undervalued by the Public Markets due to Structural, Capital Allocation, and Governance Failures Believes That Strategic Process Will Maximize Value for All Shareholders...

finance.yahoo.com
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$DRVN
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Been awhile since we found some Of the deep value we built ADW Capital around… should be interesting. finance.yahoo.com/news/adw-c… $CODI

ADW Capital Management Sends Letter to Compass Diversified’s Board Calling for an Immediate...

Strongly Believes that Structural Discount to Net Asset Value Due to Underperformance and Misalignment of External Manager and Common Shareholders Cannot be Repaired ADW Capital Analysis Supports...

finance.yahoo.com
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$rick is trading less than value of RE/ PP&E (412.6m gross). Given the big locations in big cities my guess is the market value of this could be > 600 mm. RCI has total debt of ~200mm leaving net RE of 400mm. curr. mkt cap is 308 mm. @RicksCEO @BTaylorUSA @orchardwealth69
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1/ Odd day. Sen. passes bill on housing and RESTAURANTS. No tax on tips/ no tax on overtime pay. Powell also not ruling out cuts and restaurant stocks ripping. Overhang at $PAR has been strength of their end market / customer. Today everything got better... @SavneetS @PAR_Tech
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2/ Firemen, teachers, policeman, service workers -- all the great Americans who make this country run got a massive stimulus with no tax on tips/overtime pay and their cc card interest and lease pmts are prime to go down.. May finally be time to look beyond mega cap tech /AI.
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3/ $RICK $PAR $APG $GFL $TIC
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finance.yahoo.com/news/keke-… More than meets the eye here. KEKE is owned by DENNY's - once a PUNCHH cust. PAR has mentioned that several PUNCHH custs. are returning and we understand $DENN is one of them. Table serv. , POS, Payment, lot to like here. @SavneetS @PAR_Tech $PAR $DENN

Keke’s Breakfast Cafe Leaps Forward with PAR Technology on the Menu

NEW HARTFORD, N.Y., June 18, 2025--Keke’s Breakfast Cafe, one of the fastest-growing breakfast chains in the U.S., today announced it has selected PAR Technology Corporation (NYSE:PAR) to power its...

finance.yahoo.com
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At ~1400 units, DENN could also adopt payments and POS if the KEKE rollout goes well. Table serve is highly lucrative and produces ARPU many multiples of a traditional QSR store. @SavneetS @PAR_Tech $PAR $DENN
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My sister @lwyden has been working on a new podcast. Diverse set of young and upcoming speakers on wide range of subjects. Add this to the list ! 👏👏👏
Lilly Wyden
@lwyden
8 May 2025
This week on the podcast, I chat with @mnvsevak about the best applications of AI in healthcare, why he's spending time with university professors, and his passion for the math of sports. Listen on Spotify: open.spotify.com/episode/4aG…
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$rick the company took a self insurance charge in the qtr of 4.1 mm.. see pg. 13 of the 10q. This charge was to reduce its ongoing insurance costs. The company would have done ~20mm of EBITDA in a seasonally weak qtr before the annualized benefit of the savings.
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$rick … I am reposting my bridge to 2026 ebitda based on what the company has said publicly about m&a and comps. Assuming no HR m&a, it appears from a 75 mm baseline that $rick could do 115 of ebitda in 2026….
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$rick with buyback thats approximately 10.00 a share of FCF in 2026 not 2028/2029.... @RicksCEO @BradleyChhay @BTaylorUSA @orchardwealth69
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Great analysis by @CapitalVoss @jonrice80 @SavneetS @PAR_Tech @nhglass … $par much cheaper than $Agys with better fwd metrics… Stan druckemmiller says we invest in the future not the past $par $notolo $agys $tost
LeftHandedOctopus@AggieCapitalist
13 Nov 2024
from @jonrice80, $PAR vs $AGYS
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Couldn’t have laid it out better myself. Also better end market , bigger tam, more opty for upsell cross sell/ and or m&a. @jonrice80 @AggieCapitalist @GreenhavenRoad
LeftHandedOctopus@AggieCapitalist
16 Oct 2024
$PAR is growing ~10% faster than $AGYS organically, is larger by revenue, its stock is more liquid, it has less customer concentration (AGYS all Marriott) and yet...it trades for <1/2 AGYS's forward revenue multiple. Where do they shake out in 1-2 years?
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$par
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This is a great idea sponsored by great people! It does only take one great one..
Windancer Holdings@WindancerInvest
13 Sep 2024
Windancer Holdings is launching our inaugural "It Only Takes One" Co-Invest Competition. See the flyer and thread below for more information on the competition and our investment firm:
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Taking a break from VIC/CIQ filters. Lot of stocks down — not clear which have seen nums inflect and will materially participate with mkt breadth/small cap/rates. Looking for ideas 1bn cap , ideally owner/operated, and buffett score (fcf yield growth) of 40 or greater-thoughts?
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2/ if it’s not clear from my previous message, I believe the great rotation is upon us.. but which small cap names have had their numbers bottom or are accelerating and have yet to enter the “jet stream of momentum” ?
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