Aerospace Exec, Author, Football Fanatic, Dad
Joined December 2016
- Tweets 373
- Following 283
- Followers 305
- Likes 607
14 Photos and videos
23 Jun 2022
Amazing to judge this year’s Collision Pitch competition and congrats to @YishelKhan for an amazingly innovative idea. Can’t wait to see it change the world. Proud to represent @CAE_Inc
23 Jun 2022
That’s a wrap on the 2022 Pitch competition @CollisionHQ 🏆
Such fun judging this year’s final with @weschan @PCCopes @BessemerVP ⚡️
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4 Dec 2020
Agreed they’d like the $400 repos back but Rob’s jittery-ness on repos based on the premise that “The upward trajectory on cash runs out next year” in the 2016 article was WAY wrong. 2017 took another massive step up (Q2 ‘17 guidance boost was one for the ages). Hindsight 20/20
4 Dec 2020
Gigantic YES BUT in the form of this industry is just as cyclical as it has ever been. A super upcycle comes with a super downcycle. They were being cautioned by many analysts that they needed to temper the buyback as far back as 2016. on.wsj.com/3oqgjpr
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4 Dec 2020
To be clear they made huge mistakes that will take a long time to correct, it’s just hard to see how anyone could’ve seen a cash crisis of the magnitude coming. And I think the last decade’s repos, on average, are still comfortably below today’s prices
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4 Dec 2020
While massive failures made, it’s hard to picture the board meeting where they conclude “we should sit on all this cash just in case our most profitable product is grounded for 20 mos at the same time demand takes a 15 std dev downward move”. That’s one hell of a crystal ball
4 Dec 2020
One item worth noting. The dearth of long-term thinking had Boeing buying back shares at $400 each and now will need to sell them around $230 to raise cash.
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Carter Copeland retweeted
4 Dec 2020
The latest sign that President Trump is ready to throw in the towel comes in the form of his personal airplane, which has sat unused for years ... until now.
Great thread from @jonostrower, who misses nothing.
3 Dec 2020
File this in the ‘There’s always an aviation angle’ folder. There’s a leading indicator that will definitively tell the world if President Trump has decided to leave the Presidency. It’s his airplane.
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3 Dec 2020
Love the @powerlunch crew. $BA stock on a tear. Market caught offsides when vaccine news hit. Layer on MAX recert & an unexpected MAX order and perfect storm to chase the stock higher emerges. Won’t change Street estimates but is changing conviction to look thru near term stress
3 Dec 2020
Boeing flying high today on news that Ryanair has ordered more 737 Max Jets. @PCCopes on whether they can keep soaring in 2021 $BA $RYAAY
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1 Dec 2020
No idea this existed. What an amazing story
4 Aug 2020
Layer on the total capital raised and draw it forward 4 quarters and I bet you’ll have one hell of an impressive chart...
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26 Jul 2020
So excited for the strong endorsement of our book by @Stephanie_Link!
25 Jul 2020
One of the more thoughtful books I’ve read in a while: Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial Giants to Drive Sustainable Success @MeliusResearch amazon.com/Lessons-Titans-Co…
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18 Jul 2020
Why not order a pitcher of beer for yourself after a hot day of hard work in the yard... I mean, it’s economical. The look. The look is why
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15 Jul 2020
The book is out! Timeless stories on @generalelectric, @Boeing, and many more!
15 Jul 2020
Leaders of @MeliusResearch, Scott Davis, Carter Copeland and Rob Wertheimer, reveal timeless lessons from the titans of industry―and offer battle-tested survival tactics for an ever-changing world.
bit.ly/3fv8oDa
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29 Jun 2020
Appears that the #737MAX recertification flight took less time than the flight plan filed with the FAA stated... good news? There is absolutely nothing more important for $BA shares than the recertification of the MAX. The cash flow engine of the company depends on it.
29 Jun 2020
The formal 737 Max re-certification flight by the FAA, BOE701, now has an active flight plan filed for this morning. bit.ly/31rsVV9
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23 Jun 2020
Fun with numbers... although I’d much rather travel on an A380...
22 Jun 2020
THIS is when Twitter is at its best. What a great Father’s Day for this dad!
21 Jun 2020
Send me the phone number I will call Pops right now! Let’s go baby it’s Father’s Day
17 Jun 2020
Family RV trip cross country takes you through Roswell, NM and what does an #avgeek do? Stop to take pictures of all the aircraft parked due to COVID of course! Just mind blowing. Tens of billions of dollars on the tarmac by my count
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5 Jun 2020
Perhaps the best recap of the market over the last three months... 100% on point
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30 May 2020
For anyone worried about air quality and safety on an airplane... watch this. Then book cheap tickets... it’s safer than the air you’ll find yourselves in often in the coming months...
🎥LIVE NOW! Everything you need to know on cabin air flow: join our engineering guru @JeanBriceDumont for a live Q&A! #KeepTrustInAirTravel #COVID19 pscp.tv/w/cZ-tlTg4MzQxN3wxWX…
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30 Apr 2020
I’d like to think $25bn should cover them... if it can’t then the tone of Wednesday’s earnings call was pretty far off
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