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Sunday, November 8, 2026

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@Adam_Wyden

Adam D. Wyden on X

They have a lot of opportunity to let people know about the quantum of the value gap as well in the coming weeks…. This reminds me of our investment in $race or $gmcr… multiple expansion and earnings growth as the mix of the business transforms. People can’t see it until they can. @Mark_Penn @benallanson @jayleveton @markminervini @stoolpresidente @TheRoaringKitty @marketplunger1 @BillBrewsterTBB @AndrewYAVB @ACapitalLP $STGW
@Adam_Wyden

Adam D. Wyden on X

Another sleeper factor of $STGW is that given what happened on Election Day, both parties are going to spend crazy amounts of money on ‘28 election. This spend will start in ‘27 as well. The EBITDA growth in ‘27 and ‘28 will be nothing short of breath taking with a high graded mix. 12x 2027 EBITDA of 650 is ~ 28.00 bucks. What if they do 800+ in ‘28? Upside to these numbers if they do more m/a in saas / digital transformation… the only thing that is TRANSFORMING is $STGW. How could potentially 20mm shares be short ? @Mark_Penn @ballan11 @jayleveton @TheRoaringKitty @stoolpresidente @JonahLupton @AKWilk @markminervini @ACapitalLP @AndrewYAVB This is going much higher.
@Adam_Wyden

Adam D. Wyden on X

Another sleeper factor of $stgw is that given what happened on Election Day, both parties are going to spend crazy amounts of money on ‘28 election. This spend will start in ‘27 as well. The EBITDA growth in ‘27 and ‘28 will be nothing short of breath taking with a high graded mix. 12x 2027 EBITDA of 650 is ~ 28.00 bucks. What if they do 800+ in ‘28? Upside to these numbers if they do more m/a in saas / digital transformation… the only thing that is TRANSFORMING is $STGW. How can 20mm shares be short ? @Mark_Penn @ballan11 @jayleveton @TheRoaringKitty @stoolpresidente @JonahLupton @AKWilk @markminervini @ACapitalLP @AndrewYAVB This is going much higher.
@Adam_Wyden

Adam D. Wyden on X

Another sleeper factor of $stgw is that given what happened on Election Day, both parties are going to spend crazy amounts of money on ‘28 election. This spend will start in ‘27 as well. The EBITDA growth in ‘27 and ‘28 will be nothing short of breath taking with a high graded mix. 12x 2027 EBITDA of 650 is ~ 28.00 bucks. What if they do 800+ in ‘28? Upside to these numbers if they do more m/a in saas / digital transformation… the only thing that is TRANSFORMING is $STGW. How can 20mm shares be short ? @Mark_Penn @ballan11 @jayleveton @TheRoaringKitty @stoolpresidente @JonahLupton @markminervini This is going much higher.
@Mr_Neutral_Man

Mr Neutral Man aka "Howard Marks of REITs” on X

Small Bay Industrial investors will do everything in SoCal instead of buying $REXR If you’re looking to deploy more than 7 figures in SoCal smallbay industrial, $REXR is much cheaper and literally selling some warehouse to the aggressive buyers Using proceeds to buy back shares further boosting intrinsic value Crazy public arbitrage of private market value DM open if you actually want to get more than 7 figures of exposure to SoCal warehouse
Mr Neutral Man aka "Howard Marks of REITs” REXR $8B

Investor Letters

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks
BKV · long

Bkv CORP

BKV Corp, public for less than two years, is an underfollowed natural-gas producer pursuing early-stage projects and a transition.

BKV $2.2B
Value Investors Club 1 click

Peloton: Subscriber Squeeze

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TSOH Investment Research 1 click

40 Stock Pitches (3rd-9th August)

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Genius Sports: Update Post Earnings

Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…

GENI $2B
Sylence Capital 1 click

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