Adam Wyden

In this discussion, Adam Wyden, founder of ADW Capital, and Chadd Garcia, a portfolio manager at Ave Maria Mutual Funds, dive deep into the transformation of APi Group. They highlight the company’s shift from one-off construction projects to a thriving recurring revenue model, emphasizing the value of strategic acquisitions. The guests explore the empowering employee ownership culture at APi and how it drives engagement and growth. They also analyze the impact of the Chubb acquisition on fire safety services and the broader implications of market dynamics on investments.

In this conversation, Adam Wyden, Founder and Managing Partner of ADW Capital, shares insights from his journey in small-cap investing. He discusses the strategic shift of his fund from activism to valuing stable, quality companies. Adam highlights the resilience of small-cap stocks, particularly in challenging markets, and explores the traits of ideal investors. The dialogue touches on the pivotal role of data-driven strategies, alongside personal anecdotes, emphasizing the grit needed for navigating investment challenges.