Founder & CIO @ Pine Creek Capital Management | MS Finance USC | ex-Morgan Stanley IB
Joined April 2015
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Excited to revive my market newsletter under the banner of Pine Creek Capital, a fund I launched earlier this year!
You can sign up for free at pinecreek.capital.
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Jun 12
Watching $SPCX trade live, I have stayed relatively quiet on this one.
Will make a video in the next week or so after some of the dust clears.
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Jun 11
As with every other post about an imminent deal, Iran is intentionally left off the list of "parties involved."
It's the same playbook every. single. week.
Jun 11
Trump says he has "cancelled the scheduled strikes and bombings against Iran this evening" as "discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved"
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Jun 11
He really is just day trading from the West Wing bathroom isn't he 😂
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Jun 10
Update:
-CPI: 4.2%, in line with expectations
-ORCL: Down ~6% after hours on higher than forecasted capital expenditures
On top of that, the US has resumed strikes against Iran. Without some positive news, this could get ugly.
All eyes will be on the SpaceX IPO scheduled for Friday.
Tomorrow we get CPI and $ORCL earnings.
Revenue: $19.08B fcst
EPS: $1.89 fcst
If we get a hotter than expected inflation read and even a whiff of pessimism from Oracle management, we could see another market-wide selloff.
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Jun 10
Cracker Barrel $CBRL is up over 20% today after announcing they are implementing “AI across the company.”
The AI trade goes great with a side of biscuits and gravy apparently.
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Jun 10
$HCA is a rare stock…EVERY analyst forecast is higher than the current share price.
The stock currently trades at under 13x P/E and has been a long term compounder.
I think this should be on every value investor’s shortlist.
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Tomorrow we get CPI and $ORCL earnings.
Revenue: $19.08B fcst
EPS: $1.89 fcst
If we get a hotter than expected inflation read and even a whiff of pessimism from Oracle management, we could see another market-wide selloff.
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Another bloody day for AI & Semis, this time without much of a catalyst.
Heatmap via @stock_analysisx
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⚠️ Quiz Time: You have a Space Company going public. Their stated TAM is a whopping $28.5T. Which industry, new or existing, drives this number?
a) Asteroid Mining
b) Interplanetary Transport & Colonization
c) B2B SaaS
If you guessed C, you are correct...
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War’s going that good eh?
Jun 1
TRUST IN TRUMP.
"Just sit back and relax, it will all work out well in the end - It always does!" - President Donald J. Trump. 🇺🇸
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Brian Dean, MSF retweeted
May 25
POV: You’re charging your new Ferrari Luce
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May 25
The real Luce looks more like an AI fever dream than the AI version 😂😭
May 25
I just asked ChatGPT to make a 4-door electric Ferrari- it’s pretty good at this.
I bet this version would be more popular than Jony Ive’s!
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May 19
He isn’t even waiting for Tuesday anymore to announce TACO Tuesday lmao 😂
May 18
BREAKING: President Trump says he's called off an Iran strike planned for Tuesday at the request of Gulf allies to allow for "serious negotiations." apnews.com/article/trump-ira…
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May 16
🚨Hiring: YouTube Editor for Finance Channel. 🚨
Pipeline is 2x videos per week, talking head with graphics, 10-15 minutes in length, primarily covering Finance/Investing/ETFs.
If you are an editor, please reach out. If you have a referral, please feel free to tag them. TYIA!
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May 14
One of the worst bugs on here is when you open the app and see a banger post just for your feed to automatically refresh.
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