92 min listen
Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter
Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter
ratings:
Length:
87 minutes
Released:
Jun 3, 2022
Format:
Podcast episode
Description
Hey Guys! This week’s guest is Adam Wyden from ADW Capital. After annoying him for countless weeks via Twitter DMs, he has agreed to join the podcast and talk about his investment journey, his investment process, how he finds ideas, how he constructs a portfolio and manages position sizing, his amazing returns while investing during the Great Financial Crisis, his biggest mistakes and his Twitter experience.
If you want to learn more about Adam and his process, check him out on Twitter here and on his website here.
[0:00] Adam’s Grandmother Investing Style
[6:00] The Wold Runs in Autopilot
[11:00] Adam’s Investing Journey
[18:00]Investing During the GFC.
[23:00] Starting a Fund.
[31:00] Biggest Mistakes: Fiat
[35:00] How to Conduct Research: Rick.
[50:00] Portfolio Construction and Position Sizing
[1:01:00] The End Goal of ADW Capital.
[1:07:00] Having Dialogue on Twitter
[1:17:00] More from Adam and Closing Questions
Finally, a big thanks to the following sponsors for making the podcast a reality.
Quartr
Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se
If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
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Support this podcast: https://anchor.fm/valuehive/support
If you want to learn more about Adam and his process, check him out on Twitter here and on his website here.
[0:00] Adam’s Grandmother Investing Style
[6:00] The Wold Runs in Autopilot
[11:00] Adam’s Investing Journey
[18:00]Investing During the GFC.
[23:00] Starting a Fund.
[31:00] Biggest Mistakes: Fiat
[35:00] How to Conduct Research: Rick.
[50:00] Portfolio Construction and Position Sizing
[1:01:00] The End Goal of ADW Capital.
[1:07:00] Having Dialogue on Twitter
[1:17:00] More from Adam and Closing Questions
Finally, a big thanks to the following sponsors for making the podcast a reality.
Quartr
Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se
If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
---
Support this podcast: https://anchor.fm/valuehive/support
Released:
Jun 3, 2022
Format:
Podcast episode
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