chip

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

[chip @chipperPat]

@amellis_84 Brio? Although IdK where made….

[Space Walk @SpaceWalk0]

lol the entire city of Chicago might as well be a medical device company headquartered in Boca Raton

[chip @chipperPat]

Youngest dropped bottles today. It really does go too fast.

[chip @chipperPat]

@CoreyOConnorPA Ya but are the trucks maintained? Half the fleet broke down day one. Unacceptable

[chip @chipperPat]

Anyone planning to be at Three Parts conference in Dallas in a few weeks? Will be there for some of it - DM open if want to connect if possible

[Ted S @ClearReason]

There are more Arab doctors in Israel than Jews in the entire Arab world.

Not more Arabs. More Arab doctors.

And Israel gets the lectures on coexistence.

[everyonehatespoetry @everyonehatesp1]

$PAL's speedrun to chapter 11 needs to be studied

[chip @chipperPat]

@J_Pattyy Believe they are diversifying and BS always very clean vs other but in the past, yes. Will see if it can sustain the Russell bump

[chip @chipperPat]

Starting to think its time to add subscale class 8 suppliers to the list of value traps you can just always pass on

[chip @chipperPat]

Used to live one block and around the corner from where that shooting was in DC today. Crazy. Spent a lot of time there - very popular street in nice area ( that’s why it’s making headlines)

[chip @chipperPat]

@HatfieldCapital Pretty sure the CD&R guys still own large slug and have board representation

[chip @chipperPat]

@HatfieldCapital Was thinking same thing. No view but worth a look. Gotta love the spin and immediate impairment

[chip @chipperPat]

@lhamtil Would add How I tried to fix this then made it worse!

[High Yield Harry @HighyieldHarry]

Nvidia tanking post the Jensen resignation

[chip @chipperPat]

Every time I log into TEAMS its a grab bag whats going to happen. MSFT remains the world best business with the worst products

[Mike @NonGaap]

Jensen could do the funniest thing if $NVDA's board fires him...

[Daniel Romero @HyperTechInvest]

He slept with some women, who cares? He built the largest company in the world, is what he did! He was a brave Taiwanese engineer, and in this house, Jensen Huang is a hero. End of story!

[chip @chipperPat]

@Morrow_Strand And nobody cares if the performance is good

[KanekoaTheGreat @KanekoaTheGreat]

Marco Rubio at work next week

[chip @chipperPat]

“Germans lose and we won - Pittsburgh won” my kids on Veterans Day. That’s a good start in their understanding of why it matters.