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happen for the consumer and industrial competitiveness in America. While job growth may slow down in the Permian temporarily, it does not mean that Dow Chemical can't restart chemical production in the US with input costs making labor cost differences less relevant. In fact with lower input/energy costs, co
lier agreements, etc. to make that same dollar of revenue go even farther. The two investments we detailed in our second and third quarter letters, Diamond Resorts and Graphic Packaging were direct beneficiaries of this phenomenon. Both companies were "rolled up" through acquisition leveraging their own infras
happen for the consumer and industrial competitiveness in America. While job growth may slow down in the Permian temporarily, it does not mean that Dow Chemical can't restart chemical production in the US with input costs making labor cost differences less relevant. In fact with lower input/energy costs, co
lier agreements, etc. to make that same dollar of revenue go even farther. The two investments we detailed in our second and third quarter letters, Diamond Resorts and Graphic Packaging were direct beneficiaries of this phenomenon. Both companies were "rolled up" through acquisition leveraging their own infras
happen for the consumer and industrial competitiveness in America. While job growth may slow down in the Permian temporarily, it does not mean that Dow Chemical can't restart chemical production in the US with input costs making labor cost differences less relevant. In fact with lower input/energy costs, co
lier agreements, etc. to make that same dollar of revenue go even farther. The two investments we detailed in our second and third quarter letters, Diamond Resorts and Graphic Packaging were direct beneficiaries of this phenomenon. Both companies were "rolled up" through acquisition leveraging their own infras
Entities connected to both Dow Chemical and Diamond Resorts
Adam D. Wyden
PERSON
Dow Jones
ORGANIZATIONADW Capital Partners
ORGANIZATIONADW Capital Management
ORGANIZATION
Uncle Sam
PERSONMarcum LLP
ORGANIZATIONGraphic Packaging
ORGANIZATIONSS&C Fund Services
ORGANIZATIONOperational Update/Conclusion
ORGANIZATIONPermian
LOCATION
Stephen Hawking
PERSON
Joe Biden
PERSON