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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
this is one of the best things that could 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 rele
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
this is one of the best things that could 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 rele
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
this is one of the best things that could 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 rele
Entities connected to both Diamond Resorts and Permian
ADW Capital Partners
ORGANIZATION
Dow Jones
ORGANIZATIONAdam D. Wyden
PERSONADW Capital Management
ORGANIZATION
Uncle Sam
PERSONMarcum LLP
ORGANIZATIONGraphic Packaging
ORGANIZATIONOperational Update/Conclusion
ORGANIZATIONSS&C Fund Services
ORGANIZATIONDow Chemical
ORGANIZATION