chip

Pittsburgh based - industrial/cyclicals and active engagement focused investor.

[chip @chipperPat]

AAR now charges $350/year for freight rail traffic and carload data...woof

[chip @chipperPat]

@CapitalFang Needed sales and marketing more recently. No idea who buys them. Not sure SGI cares and SSB likely doesn’t have the $$$

[chip @chipperPat]

Anyone follow or have a view on Juniper? Owned ALNT/TWIN/OFIX for a long time - DM open

[chip @chipperPat]

lol wtf is going on

[Greg Price @greg_price11]

BESSENT: "Sen. Wyden has slandered the Treasury building to cover up his son having an investment with Jeffrey Epstein."

WYDEN: "Nobody is interested in the rambling of a capo in the most corrupt regime in American history."

BESSENT: "Your son's largest investment position was Rick's Cabaret. Did your son and Epstein talk about poll dancing?

[Geiger Capital @Geiger_Capital]

California liberals voting for the same politicians as taxes, homelessness, education and crime continue to get worse.

[chip @chipperPat]

Really great listen. Cevian approach is rare and hard to do but the right one.....

[The Money Maze Podcast @themoneymazepod]

Public markets have no shortage of investors.

But do they have enough owners?

In this episode, Simon Brewer speaks with Lars Förberg, Co-Founder & Managing Partner of Cevian Capital, about building Europe’s largest dedicated activist investment firm and why long-term engagement still creates opportunity in listed markets.

Full episode in comments.

The Money Maze Podcast is kindly sponsored by @JPMorganAM, @GOLDCOUNCIL, @IFM_Investors and @LSEGplc.

#MoneyMazePodcast #ActivistInvesting #CorporateGovernance #PublicMarkets #Investing

[chip @chipperPat]

Wowza

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[Lit News Network @litnewsnet]

Quick reminder of where we were 6 years ago today.

[junkbondinvestor @junkbondinvest]

In building products, flat EBITDA means growth, down 10% is "in-line", and down 25% is "easy comps next year"

[Mr Family Office @MrFamilyOffice]

Workers of the world unite! ✊🏻

[chip @chipperPat]

Now trade TJ watt like
You should have last year while he still has value….

[Adam Schefter @AdamSchefter]

Edge Nick Herbig and the Pittsburgh Steelers reached agreement today on a four-year, $100 million dollar extension that includes $42 million guaranteed per @MikeGarafolo and me.

The deal was negotiated by Joe DiBenedetto, Andy Simms and Ken Sarnoff of @1OF1FOOTBALL.

[chip @chipperPat]

This assumes Maye has more than 3 seconds to throw against a good team...not the Jets

[NFL @NFL]

Raise your hand if you're excited to see this duo in action 🙋

[NFL @NFL]

Raise your hand if you're excited to see this duo in action 🙋

[chip @chipperPat]

JFC what are we doing here

[zerohedge @zerohedge]

TRUMP NAMES BILL PULTE AS ACTING DIRECTOR OF NATIONAL INTELLIGENCE

[chip @chipperPat]

Enjoyed this - Mike is a pro and a great listen as a guest and not just in his usual role as host

[The Activist Investor @activistinvestr]

Activist Investing: The Insider Word (we joined the Slarsky podcast) https://t.co/xL4sy1joAy

[chip @chipperPat]

@invertedfragil1 We take our kids out all the time - at a kid o clock (5pm) and we have the brains to do it at kid friendly places...its important kids know how to act in the world but I understand not every parent feels that way.....

[chip @chipperPat]

Ya, they are called nice, expensive restaurants where you go after 730…..why is this even a conversation.

[Breaking911 @Breaking911]

A new survey found that 75% of Americans believe restaurants should offer some form of adults-only dining experience, including child-free sections, late-night restrictions for kids, and quieter environments focused more on the dining experience than family-friendly chaos.

[chip @chipperPat]

John Kimble remains one of my favorite VIC names. Always makes me laugh.