Founder & CIO @ Pine Creek Capital Management | MS Finance USC | ex-Morgan Stanley IB

Joined April 2015
632 Photos and videos
Pinned Tweet
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.
4
111
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.
609
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.
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"
33
He really is just day trading from the West Wing bathroom isn't he 😂
1
18
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.
122
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.
1
4
171
$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.
126
You have until June 22 to retire your bloodline
1
47
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.
2
2
6
913
Another bloody day for AI & Semis, this time without much of a catalyst. Heatmap via @stock_analysisx
2
2
6
382
The OpenAI S-1 PR reads like a Sam Altman tweet lol
29
⚠️ 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...
2
56
War’s going that good eh?
TRUST IN TRUMP. "Just sit back and relax, it will all work out well in the end - It always does!" - President Donald J. Trump. 🇺🇸
2
65
Value is in, Growth is out.
1
1
26
Brian Dean, MSF retweeted
May 28
I really have to get better at buying whatever the President of the United States says to buy.
201
436
7,905
1,222,499
Brian Dean, MSF retweeted
POV: You’re charging your new Ferrari Luce
273
2,373
29,144
762,706
The real Luce looks more like an AI fever dream than the AI version 😂😭
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!
3
129
He isn’t even waiting for Tuesday anymore to announce TACO Tuesday lmao 😂
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…
3
61
🚨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!
12
16
457
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.
116