chip (@chipperPat) header
chip (@chipperPat) profile picture

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)
It is heartbreaking to see antisemitism in my hometown. I was born in Wyncote, near Philadelphia, and it makes me angry and ashamed to see hatred tolerated there. The numbers show this is not an abstract concern. The Anti-Defamation League recorded 465 antisemitic incidents across Pennsylvania in 2024, an 18% increase over 2023. It tracked 189 incidents in Philadelphia and 51 in Montgomery County. These reports include harassment, vandalism, and assault; they are not all classified as crimes. (adl.org, philadelphia.adl.org) Hateful expression harms more than its immediate target. In a 2025 survey of Jewish Americans, 79% said they were concerned about antisemitism, and 52% said they had worried about their personal safety because of their identity. Nearly half reported taking steps to increase their security. A research review also found that exposure to hate is associated with worse psychological well-being, more negative stereotypes, and less trust between groups. (philadelphia.adl.org, pmc.ncbi.nlm.nih.gov) It takes me back to the racism I experienced in the 1960s: signs throughout the South declaring that Black people could be refused service, along with separate “white” and “colored” signs on bathrooms and drinking fountains,”no niggers”. I remember what that hatred looked and felt like. We cannot accept it in any form, directed at any people. I wish I could be there to stand with those protesting HATE. I am asking elected officials and other leaders in Philadelphia: Where are the clear statements condemning antisemitism? When hateful language is excused or repeated, it can make hostility seem acceptable and deepen fear and division. Leaders should speak plainly and consistently: antisemitism and hate have no place in our communities. What the hell? We have to speak up. Reggie Jackson The Mr. October Guy
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Buddy rented this for the golf trip - ended up being perfect. Jokes write themselves.
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Reposting this classic from 2022
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Starting to think its time to add subscale class 8 suppliers to the list of value traps you can just always pass on
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The Fox News weekend host wasn’t a good choice? Ughhh ya think.
CBS: President Trump has been asking advisers around him and on the phone whether Defense Secretary Pete Hegseth should stay in his job, following Republicans' catastrophic losses Tuesday night, multiple sources familiar with the matter tell CBS News, @JenniferJJacobs.
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Good for them - good luck!
BREAKING: ACTIVIST WINS MAJORITY CONTROL OF ETHAN ALLEN BOARD: SOURCES. BOTH CHAIRMAN, INDEPENDENT DIRECTOR OUT AT ETHAN ALLEN. Story to come on @business
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OC writing off the Masonite deal - ill never quite understand why the door business is so challenging.
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Defense funds realizing they have to pivot back to climate tech
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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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"Solar panels on top of data centers" - AOC in about 10 minutes
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The next 2 years in the U.S.
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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
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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.
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this is actually how private markets work
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anyone else get this?
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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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Although this may just be a board appointment - not clear its tied to any Firm investment on her part.
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Lordy @FT
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All Hershey candy is starting to taste the same. I love candy but I’m sorta out on it now.
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