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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
@ACapitalLP

A Capital on X

Great additions. Was starting with the more liquid names. $CODI is absurdly undervalued, with asset sales a clear catalyst. $STGW is fascinating. Nobody knows it because it sounds like what British people call a bachelor party rather than well known peers WPP or Publicis, yet the underlying growth is exceptional. More management meetings lined up than I can ever remember seeing. Hard to imagine investors walking out of those anything but impressed…
@ACapitalLP

A Capital on X

Interesting catalyst situations I'm tracking into year-end: $FLEX – Axiom targets at Innovation Day (11/10) $KBR – KBR/Trinzic investor days (11/11–12) $WFRD – Delaware redomicile, S&P add? (11/13) $BAYN – Roundup settlement approval (any day) $VOYA – TCIM no-confidence vote (11/24) $PNW – APS rate case order (late Nov) $LYV – Tunney ruling + post-trial motions $MTN – ISS/GL on Oasis slate (early Dec) $COO – Q4 print under interim chair, Jana pushing a sale What am I missing?
@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 @ballant11 @jayleveton @TheRoaringKitty @stoolpresidente @AKWilk @markminervini @ACapitalLP @AndrewYAVB @CorneliaLake @ChrisCamillo @citrini This is going much higher.
@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

Investor Letters

All letters

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

GOOGL $3.5T
Hated Moats 1 click

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click
HGV · long

Hilton Grand Vacations

Hilton Grand Vacations faces an inflection point in profitability growth and free cash flow generation.

HGV $3.3B
Value Investors Club

Peloton: Subscriber Squeeze

Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…

PTON $2.5B
TSOH Investment Research 1 click

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