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t better in the second half of the quarter and we are optimistic about the trends." That doesn't mean crap to me unless a "fix" was made, and in Buffet's case it never happened. You can't let short term nonsense jerk you out of a long term trade that should probably work. I think under the curre
go find good mentors." If you go back and study the great investors throughout history—the Medicis, the Morgans, the Rothschilds, and recently Buffett—these great investors with terrific records share a common trait: they were always in a position to be liquidity providers. Each was willing to
lan and be you. Win, lose. or draw, do it on your own terms. For better or worse, there is only one David Einhorn, Mike Krensavage. Jeff Ubben, Warren Buffett, Jim Chanos. Roland Keiper. Stan Druckenmiller. Be your own person because otherwise it just all gets diluted and you can't beat the market or d
a field that naturally lights up your brain." EFTA00300988 Page 25 Adam Wyden '10 Adam Wyden (Continued (ran page () conviction ideas. Mr. Wyden previously worked as a Senior Analyst at SMH Capital, a boutique merchant banking firm where he focused on advisory / principal investing to th
ly 81% when including reinvested dividends. Investment Philosophy • Modeled after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if
ing "Alpha" and not simply "Beta" ADW Capital Partners, L.P. 5 EFTA00620152 Investment Philosophy — "Best Offense is Superb Defense" • Part of Warren Buffett's investing credo involves a specific set of rules: Rule #1: "Don't lose money" Rule #2: "Don't lose money" Rule #3: "Refer to rules #1 and #2 • A
es. ADW Capital Partners, L.P. 2 EFTA00620149 Management Adam D. Wyden, Chief Investment Officer and Founding Partner Before founding ADW, Mr. Wyden spent a year at Baker Street Capital Management — a deep value / event driven fund focusing on small capitalization equities. Mr. Wyden previously w
downloaded entirely, Twitter said in a blog post late Friday." Bloomberg adds, "While the hack targeted high-profile users such as Barack Obama and Warren Buffett, Twitter later clarified that data wasn't downloaded from any verified accounts, without providing identities." The Wall Street Journal (7/18, Choi
igh-profile users such as Barack Obama and Warren Buffett, Twitter later clarified that data wasn't downlo
he streets of my hometown because they think it plays well with right-wing media." In addition, The Hill (7/17, Axelrod, 2.98M) reports Merkley and Wyden as well as Reps. Earl Blumenauer (D-OR) and Suzanne Bonamici (D-OR) on Friday "called on the internal watchdogs of the Department of Justice (DOJ)
ly 81% when including reinvested dividends. Investment Philosophy • Modeled after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if
ing "Alpha" and not simply "Beta" ADW Capital Partners, L.P. 5 EFTA00287315 Investment Philosophy — "Best Offense is Superb Defense" • Part of Warren Buffett's investing credo involves a specific set of rules: Rule #1: "Don't lose money" Rule #2: "Don't lose money" Rule #3: "Refer to rules #1 and #2 • A
es. ADW Capital Partners, L.P. 2 EFTA00287312 Management Adam D. Wyden, Chief Investment Officer and Founding Partner Before founding ADW, Mr. Wyden spent a year at Baker Street Capital Management — a deep value / event driven fund focusing on small capitalization equities. Mr. Wyden previously w
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