chip (@chipperPat) header
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Pittsburgh based - industrial/cyclicals and active engagement focused investor.

East End
Joined February 2014
Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)Photo by chip (@chipperPat)
chip retweeted
Id like to point out that if a member of Congress draped themselves in an Israeli flag at their victory party, they’d be destroyed as a dual-loyalty “Israel-first” traitor. But wrapping one’s self in a keffiyeh, a symbol of Palestinian terrorism, is ignored or even celebrated by some as some sort of resistance. Does no one realize how insane this is? When will everyone wake up
Supporters celebrated at Darializa Avila Chevalier’s election night watch party in Harlem as she was elected to a seat in the U.S. House. Avila Chevalier, a Democratic socialist, defeated incumbent Rep. Adriano Espaillat in the June primary.
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chip retweeted
KAMALA HARRIS PLEASE DO NOT TAKE THIS AS A SIGN TO RUN AGAIN
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The next 2 years in the U.S.
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If you’re in line, STAY IN LINE. -Chipotle manager walking out with fresh batch of barbacoa
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chip retweeted
this is actually how private markets work
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anyone else get this?
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Lordy @FT
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trick-or-treat
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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.
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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.
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Socialism does have its limits……
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Muslim women in burqas voting in the Israeli elections today. Muslim women have more rights in Israel than in basically any Muslim country.
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chip retweeted
The plan? Release the Anthropic S1 and have everyone put it into Claude to summarize and generate charts from it to increase token spend leading to higher ARR, thereby improving the financial data
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What a stupid and clumsy ad. This is a gift to Mike Rogers. This is what happens when noisy amateurs to dress up and cosplay political consultant.
New @RebellionPac ad dropping in Michigan. We have to suffer here at home, so Israel can get all its wars. That’s why they buy politicians like Mike Rogers. He promised to serve Israel “unconditionally,” but never made that promise to you.
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Good morning!
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A 39-year-old woman was sexually assaulted at knife point in Central Park last night. At 8:30 p.m. This comes just one week after a 32-year-old woman who was biking through the park—and stopped to pick up earbuds that had fallen—was ambushed by three men and punched in the head. Violence against women has surged under Letitia James — up 41% in NYC — making us all less safe and less free. Women now worry about riding the train home from work, taking a jog in the park, and walking around their own neighborhoods at night. It’s time for a change at AG. abc7ny.com/amp/post/woman-se…
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Makes speeches for 500k a pop. Hasn’t eaten dinner that costs less than $250 in years. Has never been in a Cheesecake Factory. Undefeated at condescending to regular folks. Will always be known for a presidency that ushered in the Trump era to begin with.
“He’s got the White House looking like Saddam Hussein opened up a Cheesecake Factory” — Obama
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Amazing tweet
Men are just now starting to learn what women knew all along: it takes many years and a lot of money to become a Hermès bagholder.
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If you're part of an investment team, my colleague Josh has been publishing some great stuff on Substack about how to work on constant improvement. He summarized the stacks in an entertaining speed read here: gwinvestors.com/beyond-smart…
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