Pittsburgh based - industrial/cyclicals and active engagement focused investor.
Joined February 2014
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319 Photos and videos
Why. Bite the head off the snake it’s gonna grow back stronger.
JUST IN - Iranian media says the U.S. agreed to present reconstruction plans for Iran amounting to at least 300 billion dollars.
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Jun 14
Commies in the luxury box, feasting on capitalism. The irony writes itself.
Dream. Team.
After years of planning, the World Cup is finally here.
What a day.
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Jun 13
As a father of identical twins I can’t believe nobody ever recommend I watch The Prestige….incredible movie
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Jun 12
Reminder: Zohran and his family keep an extra luxury home in Uganda in a neighborhood surrounded by armed security because everyone else is so poor.
Reason #1,000,000,000,000 why we should tax the rich.
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Jun 12
THRM/MOD - Dana and Eaton - Reverse Morris Trust is back on the scene - interesting. Dana's transformation been impressive to date - another Alan Weber winner
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Jun 12
Instead of SpaceX could be $AIN - technology positions them well to take share on variety of commercial, defense, missile and space applications. New mgmt is good. Some will call to split the company up but thats shortsighted. Recent transcript at WF Conference worth a listen
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Jun 12
Quite the incentive package for Mitch Rales (a billionaire many times over) and the rest of ESAB management as he moves to Executive chairmen.......
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Jun 11
Just stick with cost of living and lack of community
A decades-long decline in the U.S. fertility rate has confounded policymakers and economists alike, with experts pointing to possible causes ranging from the economic fallout of the Great Recession to changing public attitudes about parenthood. Now, one economist is pointing to another factor: the iPhone. cbsn.ws/3SzhhE3
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Jun 11
Private equity, venture capital, investor relations, and hedge fund
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Jun 11
The Apollo/SEC guy....wtf
Jun 11
TRUMP: NOMINATES JAY CLAYTON AS NEXT DIRECTOR OF NATIONAL INTELLIGENCE
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Jun 11
Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.
Markets:
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Jun 8
Will be in Chicago next week the afternoon of the 17th and most of the 18th (for now) during day/early afternoon if anyone is around. Schedule up in the air but pretty flexible as of now.
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Jun 11
Good riddance
Jun 10
BREAKING: Mohsen Mahdawi, who led pro-Palestinian riots at Columbia University, has been ordered to be deported to Jordan.
Bon voyage 🛫
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Jun 10
RIP. A legend. Also a father of triplets!
Jun 10
Lee Raymond, the oil executive who created Exxon Mobil via a mega-merger in 1998 and for many years fought global efforts to reduce CO2 emissions, has died. He was 87.
Raymond ran Exxon from 1993, and negotiated the merger deal with Mobil CEO Lucio A. Noto, emerging as CEO of the combined entity. Exxon Mobil soon after became the world’s largest publicly traded company as oil prices surged.
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Jun 10
First in a 10,000-part Atlantic “Actually…” series.
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