Chadd Garcia

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.

Chadd Garcia, lead portfolio manager of the Ave Maria Focused Fund, shares his insights on Archaea Energy, a leader in renewable natural gas. He discusses how the company transforms landfill methane into energy, highlighting its innovative approach and the environmental benefits. They dive into BP's recent $4.1 billion acquisition and its implications for landfill gas valuations. Key topics include financial growth prospects, market dynamics in renewable fuel, and the strategic importance of long-term contracts in this emerging sector.

Chadd Garcia, Vice President & Portfolio Manager at Ave Maria Mutual Funds, shares his extensive experience in investment analysis, particularly focused on Texas Pacific Land Corporation (TPL). He dives into TPL's transformation from a railroad post-Civil War to a thriving resource management powerhouse. Chadd discusses the impact of fracking on land value, TPL's strategic entry into the water business, and its unique long-term shareholder base. He also critiques management's incentive structure and the recent shift from a trust to a corporation, raising concerns for investor alignment.