Adam D. Wyden

[Adam D. Wyden @Adam_Wyden]

$codi … more as you roll fwd to 27 …

[Adam D. Wyden @Adam_Wyden]

@GeniusGTX What about Jacob schiff and Lehman brothers/ kuhn Loeb. They were doing railroads… pretty sure he invented the railroad bonds…

[Adam D. Wyden @Adam_Wyden]

That feeling when the country’s top consumer small cap fund files in one of your biggest horses….

https://t.co/kIzir9QGPI

On 27 numbers we can get to ~35.00 of NAV/share and that’s before buybacks!

$codi

[Adam D. Wyden @Adam_Wyden]

@AlphaPlainSight Feel free to DM/ email me.

[Adam D. Wyden @Adam_Wyden]

@ACapitalLP You forgot to mention $IWM / r1k index inclusion plus tsx60 bc of float cap... $gfl

[Adam D. Wyden @Adam_Wyden]

@CParyse86296 How r u getting to 3x ebitda? Can you dm me?

[Adam D. Wyden @Adam_Wyden]

@InvestSpecial The activist ? You mean me?

[Adam D. Wyden @Adam_Wyden]

@Hollandpar91513 @InvestSpecial I guess we’ll know soon. https://t.co/yRbR4eEQAV $codi

[Adam D. Wyden @Adam_Wyden]

$DRVN

[Adam D. Wyden @Adam_Wyden]

https://t.co/rPEZjiEURf

Can we make it 2/2? Weather feels - a little better at ~ 30 percent of SOTP…

$valueinvesting

[Adam D. Wyden @Adam_Wyden]

@OtterMarket Congrats Harris. Fantastic win!

[Adam D. Wyden @Adam_Wyden]

Been awhile since we found some
Of the deep value we built ADW Capital around… should be interesting.

https://t.co/E2eHeIKQDO

$CODI

[Adam D. Wyden @Adam_Wyden]

@FundasyInvestor Which are growing 50?

[Adam D. Wyden @Adam_Wyden]

@orrdavid Agree completely. Round tripping appreciated large positions is a real thing.

[Adam D. Wyden @Adam_Wyden]

@paulshare @Vienna13Capital @RicksCEO @orchardwealth69 @BradleyChhay What about the eps accretion from paying off debt or the effect on ev/ ebitda?

[Adam D. Wyden @Adam_Wyden]

@paulshare @Vienna13Capital @RicksCEO @orchardwealth69 @BradleyChhay EV improves by whole amount. Net Debt goes down by total amount of sale… so all should accrue to equity.

[Adam D. Wyden @Adam_Wyden]

@sidecarcap $par

[Adam D. Wyden @Adam_Wyden]

@oraclealexx @RicksCEO @ValueHunter7 @BTaylorUSA @orchardwealth69 M&A works great if the clubs comp positively and can be improved (improve mix). If Co. can drive higher margins thru operational efficiencies (lower headcount) and positive SSS AND we get M&A we could get a repeat of 2022. Ironically people also want to sell when their SSS are +

[Adam D. Wyden @Adam_Wyden]

$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