Adam D. Wyden ✓

@Adam_Wyden · Miami, Florida · joined 13 Dec 2007

14 747Followers

517Following

4 755Posts total

36.1KViews on collected posts

Последние посты

Adam D. Wyden ✓@Adam_Wyden7 Sep

Holiday weekends create idle hands… funny how the robot just “knows”… pretty soon shareholders will too. $CODI @CODIequity @ACapitalLP @AsifSuria @joemassoud https://t.co/kvE0KFGOMH

2.9K views · 4 likes · 1 reposts · 1 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden4 Sep

Better re-framing of question. Why would someone be short $DRVN and long $VVV? Take 5 better franchisee economics...Trades at ~ 20 percent maintenance yield vs mid singles...Motivated Sponsor... It's not zero sum but.... 4.7K views · 17 likes · 1 reposts · 3 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden3 Sep

Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN https://t.co/cA9wdjgNE1

5.8K views · 23 likes · 0 reposts · 3 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden2 Sep

@Adam_Wyden DRVN https://t.co/By75lq2JTP

GIF

858 views · 6 likes · 0 reposts · 0 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden2 Sep

$DRVN.. The Company is likely trading at 6x EBIT(DA) and ~14 pct FCF yield and ~20 pct on maintenance in 2027. 8 mm shares are short and the de facto float is 32 mm (backing out large long term owners).. Can basically buyback the entire float with one year of FCF. Not $VVV 14.1K views · 46 likes · 3 reposts · 1 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden28 Aug

@Adam_Wyden You can't be serious on asking this question(?) 173 views · 0 likes · 0 reposts · 0 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden27 Aug

@Adam_Wyden What is driving the increase vs 2025 for $DRVN ? 465 views · 0 likes · 0 reposts · 1 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden27 Aug

@Adam_Wyden Retarded management and PE firm at the helm? 356 views · 0 likes · 0 reposts · 0 replies Open on X →

Adam D. Wyden ✓@Adam_Wyden27 Aug

$DRVN So, $VVV will generate $130 mm FCF on a 4.2bn cap in '27 and $DRVN will generate $285 mm FCF (our estimate) in 27 and is a 2.2bn cap. Please explain? 6.8K views · 23 likes · 0 reposts · 4 replies Open on X →

На фоне аккаунтов своего размера

9 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры2 941этот аккаунт982медиана для 10K–100K

Охват, %19.94%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.36%этот аккаунт1.94%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	2 941	982	2.99×
Охват (просмотры ÷ подписчики)	19.94%	3.62%	5.51×
Вовлечённость	0.36%	1.94%	0.18×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.8K27 Aug

356

465

17328 Aug

14.1K2 Sep

858

5.8K3 Sep

4.7K4 Sep

2.9K7 Sep

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.40%27 Aug

0.00%

0.22%

0.00%28 Aug

0.36%2 Sep

0.70%

0.45%3 Sep

0.45%4 Sep

0.20%7 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.94%.

What the audience does

Likes48.4%119 in total

Reposts2.0%5 in total

Replies5.3%13 in total

Bookmarks44.3%109 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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