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ver an extended period of time. While this strategy may yield lumpy results, we believe it limits idea dilution and protects the Fund's returns from Uncle Sam and Wall Street. Portfolio Update: I want to take this opportunity to update you on our portfolio. While 2013 and the first quarter of 2014 drove
At the risk of sounding like a broken record, I want to reiterate a critical point discussed in all quarterly letters. ADW Capital Partners, L.P. (the "Fund') operates a concentrated, tax- sensitive, and long-term strategy designed to minimize correlation to the broader indices with a focus on avoiding pe
2 mentions1 same-page
Page ?Same page
ver an extended period of time. While this strategy may yield lumpy results, we believe it limits idea dilution and protects the Fund's returns from Uncle Sam and Wall Street. Portfolio Update: I want to take this opportunity to update you on our portfolio. While 2013 and the first quarter of 2014 drove
At the risk of sounding like a broken record, I want to reiterate a critical point discussed in all quarterly letters. ADW Capital Partners, L.P. (the "Fund') operates a concentrated, tax- sensitive, and long-term strategy designed to minimize correlation to the broader indices with a focus on avoiding pe
2 mentions1 same-page
Page ?Same page
ver an extended period of time. While this strategy may yield lumpy results, we believe it limits idea dilution and protects the Fund's returns from Uncle Sam and Wall Street. Portfolio Update: As we mentioned in our 1s' quarter update, we believe our value discipline on cash flows and unloved "boring bu
At the risk of sounding like a broken record, I want to reiterate a critical point discussed in all quarterly letters. ADW Capital Partners, L.P. (the "Fund') operates a concentrated, tax- sensitive, and long-term strategy designed to minimize correlation to the broader indices with a focus on avoiding pe
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Mutual Connections (24)
Entities connected to both Uncle Sam and the "Fund'
AW
Adam D. Wyden
PERSON12 w/ Uncle·3 w/ the
Dow Jones
ORGANIZATION12 w/ Uncle·3 w/ the
ADW Capital Partners
ORGANIZATION12 w/ Uncle·3 w/ the
ADW Capital Management
ORGANIZATION11 w/ Uncle·3 w/ the
Marcum LLP
ORGANIZATION11 w/ Uncle·3 w/ the
Jeffrey Epstein
PERSON11 w/ Uncle·2 w/ the
United States
LOCATION9 w/ Uncle·2 w/ the
Stephen Hawking
PERSON8 w/ Uncle·2 w/ the
Diamond Resorts
ORGANIZATION6 w/ Uncle·2 w/ the
Las Vegas
LOCATION4 w/ Uncle·2 w/ the
John Lennon
PERSON4 w/ Uncle·2 w/ the
George Soros
PERSON3 w/ Uncle·2 w/ the
Diamond
PERSON3 w/ Uncle·2 w/ the
SU
Sunterra
PERSON2 w/ Uncle·2 w/ the
SH
Sheldon
PERSON2 w/ Uncle·2 w/ the
Michael Milken
PERSON2 w/ Uncle·2 w/ the
Guggenheim
ORGANIZATION2 w/ Uncle·2 w/ the
DO
Dorsett
PERSON2 w/ Uncle·2 w/ the
Starwood Capital
ORGANIZATION2 w/ Uncle·2 w/ the
EAS Accounting Services
ORGANIZATION2 w/ Uncle·2 w/ the