Pittsburgh based - industrial/cyclicals and active engagement focused investor.
East End
Joined February 2014
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Cheapest seats to see Warren Haynes and the Pittsburgh Symphony are $300. Sheeesh. May have to do it though.
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If you’re in line, STAY IN LINE.
-Chipotle manager walking out with fresh batch of barbacoa
MTW been a slog for 3 years finally firing on all cylinders. Can take out high cost debt in 27, lower its cost of capital and keep aftermarket M&A going. Feels like a name that wont be public much longer.
Boundless opportunities in building products engagement/activism
Floor & Decor Holdings adds Lauren Taylor Wolfe (Managing Partner, Impactive Capital) to Board $FND #corpgov sec.gov/ix?doc=/Archives/edg…
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Your tax money at work
New York Bought an Electric Ferry. The City Can’t Charge It. nytimes.com/2026/10/30/busin…
I've started to research larger, better companies and what made them successful over time to take those lessons and apply to smaller, still transforming companies. CSL a nice company, strong culture - lot of ideas to what something like a ROCK could become over time
32 minutes of prepared remarks - I'm tired, boss. Starting to think there is almost zero value in being on a call live.
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Pat McAfee said this. Pat McAfee did that. Wake me up when Pat McAfee actually protects my computer from viruses like I freaking paid for.
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
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JPMorgan CEO Jamie Dimon warns that America’s greatest threat isn’t economic or military, but losing the values that made the country great: “I think we’ve gotten a little bit soft.” 🇺🇸
“America has no divine right to success. We have the Constitution, which is extraordinary. It’s the embodiment of our values: enterprise, liberty, freedom of speech, freedom of religion, life, liberty, the pursuit of happiness, and equal opportunity.
Those values are what make America strong, including God, family, country, and work ethic.
I think we’ve gotten a little bit soft. I think we made a huge mistake by not teaching this much more in schools.
The real risk is our heart, our soul, our grit, our courage. That is the actual risk.
America’s military strength is predicated on America’s economic strength, and our economic strength depends on keeping this wonderful system going.
There’s too much today that’s just tearing it down. It bothers me that we don’t celebrate these values, particularly on our 250th anniversary.“
Jamie is absolutely correct here. The greatest threats facing America is its internal battles, not the external ones. We as a country have lost our way and what it means to be American and being proud to be American.
