Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter

<p>Hey Guys! This week’s guest is Adam Wyden from ADW Capital. After annoying him for countless weeks via Twitter DMs, he has agreed to join the podcast and talk about his investment journey, his investment process, how he finds ideas, how he constructs a portfolio and manages position sizing, his amazing returns while investing during the Great Financial Crisis, his biggest mistakes and his Twitter experience.</p> <p>If you want to learn more about Adam and his process, check him out on Twitter <a href="https://twitter.com/Adam_Wyden" target="_blank">here</a> and on his website <a href="https://www.adwcapital.com/" target="_blank">here</a>.&nbsp;</p> <ul> <li>[0:00] Adam’s Grandmother Investing Style</li> <li>[6:00] The Wold Runs in Autopilot</li> <li>[11:00] Adam’s Investing Journey</li> <li>[18:00]Investing During the GFC.</li> <li>[23:00] Starting a Fund.</li> <li>[31:00] Biggest Mistakes: Fiat</li> <li>[35:00] How to Conduct Research: Rick.</li> <li>[50:00] Portfolio Construction and Position Sizing</li> <li>[1:01:00] The End Goal of ADW Capital.</li> <li>[1:07:00] Having Dialogue on Twitter</li> <li>[1:17:00] More from Adam and Closing Questions</li> </ul> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Quartr</strong></p> <p>Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site,&nbsp;<a href="https://quartr.se/" rel="ugc noopener noreferrer" target="_blank">Quartr.se</a></p> <p>If you're interested in changing the way you research companies, download the app today and give it a try on Apple and&nbsp;Android.</p> <p><strong>Tegus</strong></p> <p>Tegus