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@chipperPat

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

East End เข้าร่วม Şubat 2014
2.2K กำลังติดตาม2.5K ผู้ติดตาม
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Trung Phan
Trung Phan@TrungTPhan·
wow, just found a rare interview of a Super Micro employee — recently implictaed in the $2.5B Nvidia GPU smuggling scheme — talking about a legal dispute with a co-founder for one of his AI startups a few years ago
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rachel
rachel@rachelmillman·
most unrealistic part of The Pitt tonight was that the Pirates hit a game winning home run
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Edward Robson
Edward Robson@27XVII·
Change of plans… maybe we’ve got another proxy contest looming. Let’s go.
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chip@chipperPat·
$AEBI interesting if you dont have enough levered cyclicals w/potential to transform into much larger and more profitable companies exposure
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Mary Katharine Ham
Mary Katharine Ham@mkhammer·
112 Cesar Chavez Elementary Schools
GIF
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chip@chipperPat·
Wife works in IT security/payments and she is disgusted with IBKR. This website and trying to get things done is truly horrific
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chip@chipperPat·
@lhamtil Vulcan and CAT/DE
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chip@chipperPat·
@ClarkinM At least two folks have started own funds last 1-3 years from there. Could have been a sign they would down. Good fund.
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MDC
MDC@ClarkinM·
Going through some 13F's, did Indaba shut down? One of my favorite funds to sift through their holdings, hope the best for the team there.
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Josh Wolfe
Josh Wolfe@wolfejosh·
NYC mayor wife is a public figure who deserves to be judged and shamed for her hate, bigotry using the N-word. He deserves to be judged and shamed for the company he keeps.
Jon Levine@LevineJonathan

NEW from me Rama Duwaji — the wife of NYC Mayor Zohran Mamdani— shared several posts glorifying Palestinian terrorism on old social media accounts that remain active. Duwaji also used the N-word. freebeacon.com/democrats/zohr…

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chip@chipperPat·
@EventDrivenEddy @DannyOcean555 Tough out their but to Danny’s point easily could have structured some to make some $$ not clearly visible from just the stock price
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chip@chipperPat·
@AestheteCaveman @DannyOcean555 Both takes appreciated and make sense - not sure same set up there today re SIX analogy but let’s see…
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CavemanAesthete
CavemanAesthete@AestheteCaveman·
@DannyOcean555 @chipperPat The last time $FUN (then it was $SIX) was at these price levels, post BK, it was career makee trade for a few people. Not sure that history repeats here. There was a lot of fat to trim back then and economy reversing out of GFC.
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Derek Thompson
Derek Thompson@DKThomp·
I had no idea that the real-life Moneyball boy genius whom Jonah Hill's character was based on went on to become a key architect of the DeShaun Watson trade for the Cleveland Browns, which might be one of the worst roster moves in sports history
Derek Thompson tweet mediaDerek Thompson tweet mediaDerek Thompson tweet media
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chip@chipperPat·
“Going to stay in our swim lane to get a bigger piece of the pie” translation; I’m gonna just keep doing M&A whether it works or not. Thanks.
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chip@chipperPat·
Anyone involved and or following the MBC/AMWD merger? Long or short (elevated short interest). Is there risk the deal gets blocked? Results and outlook poor but these have been wrecked.
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chip@chipperPat·
FWIW Gronk would never endorse a company like this
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