Adam D. Wyden
@Adam_Wyden
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 ! 👏👏👏
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/4aGCRU…
$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.
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
from @jonrice80, $PAR vs $AGYS
This is a great idea sponsored by great people! It does only take one great one..
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:
$PAR If Church's was going to stay with QU they would likely be using $OLO for engagement given the partnership. Looks like Churchs will likely go Brink next given the lack of success with QU.
pehub.com/leonard-green-… A business 1/3 the size is asking 10 multiple turns higher than $APG Make sense?
This chart equals $par margins… @SavneetS @PAR_Tech @CapitalVoss @GreenhavenRoad 75mm ++ of ebitda in 2025 here we come and triple digit stock…
This is the best analysis of the strategic alternatives available to $GFL we have seen to date.
Here's some weekend reading on $GFL for you. A brief mention of $ses.to is also in it. open.substack.com/pub/310value/p…
From today’s stephens note. Seems pretty conservative as @SavneetS wouldn’t be so strident on q3 if it was only 600k. 20 mm runrate ebitda exiting the year is already higher than consensus 2025 with no credit to additonal saas in 2025….. ummm. $par
