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c. 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 infrastructure to deliver a
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
c. 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 infrastructure to deliver a
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
c. 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 infrastructure to deliver a
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 Graphic Packaging and Permian
ADW Capital Partners
ORGANIZATION
Dow Jones
ORGANIZATIONAdam D. Wyden
PERSONOperational Update/Conclusion
ORGANIZATIONADW Capital Management
ORGANIZATIONDiamond Resorts
ORGANIZATIONMarcum LLP
ORGANIZATIONSS&C Fund Services
ORGANIZATION
Uncle Sam
PERSONDow Chemical
ORGANIZATION