Joined August 2017
- Tweets 212
- Following 142
- Followers 1,046
- Likes 120
12 Photos and videos
Melius Research retweeted
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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Melius Research retweeted
27 Feb 2020
WATCH: $MMM ticks up to more than 3% positive in pre-market trading as founder of Melius Research Scott Davis breaks down his upgrade of the Dow component as a #coronavirus hedge on Squawk Box:
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Melius Research retweeted
30 Oct 2019
Scott Davis, Melius Research CEO, owns $GE shares and says he would buy more based on today’s top-and-bottom line beats: “Larry Culp is executing. He is doing his job … the numbers look clean.”
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Melius Research retweeted
23 Oct 2019
$CAT @MeliusResearch analyst Rob Wertheimer on why today's big earnings miss from Caterpillar may not be as bad as it seems:
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16 Oct 2019
Two years post launching @MeliusResearch, @PCCopes looks back at what he got right, wrong, what he's learned, and where investors should be spending their time in Aerospace and Defense.
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Melius Research retweeted
17 Sep 2019
Looks like $HON and $UTX still got some big quarters ahead in aero with ADS-B penetration this low...
16 Sep 2019
New DOT IG report to Congress shows ADS-B installation progress. This is based on aircraft operations recorded by the FAA in the National Airspace System.
A reminder that this equipment is mandatory to fly in most controlled areas of the NAS starting on Jan. 1.
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9 Sep 2019
Rob Wertheimer lowered $CAT 2019 estimates to below consensus on inventory drawdown flagged by our @AnalyticsMelius team
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Melius Research retweeted
4 Sep 2019
Cool factory pic. Modular and movable tooling with minimal fixed points and little working capital sitting around = more productivity
LOOK! Our first #A321neo has just started its final assembly at the @airbus facilities in Hamburg! We can’t wait to welcome this addition to our fleet which is expected to bring more efficiency and capacity to our operations!
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Melius Research retweeted
27 Aug 2019
Fastenal showed continued signs of lower procurement in August 2019, prior to announcement of incremental tariffs! $FAST
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Melius Research retweeted
16 Aug 2019
If this isn’t inspiring, I don’t know what is
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16 Aug 2019
Analyst Rob Wertheimer explains his neutral rating on Deere after Q2 miss cnb.cx/2N2adfA
Melius Research retweeted
29 Jul 2019
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Melius Research retweeted
24 Jul 2019
cnbc.com/video/2019/07/24/ca…
Messy quarter to sort through but better outcome for $BA than many feared just a week ago...
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15 Jul 2019
Scott Davis’ new macro deck addresses how short and deep cyclical markets appear to be heading into a “mild” global recession and how inventories remain at elevated levels last seen in 2008.
#IndustrialStrategy #equity
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27 Jun 2019
Boeing's 737 Max software leak is a data driven process, says Melius' Carter Copeland cnb.cx/2FBt9NH
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Melius Research retweeted
25 Jun 2019
Simply awe inspiring. Hard to believe it’s a single frame... great shot
25 Jun 2019
Wow, wow, wow!
SpaceX’s Falcon Heavy rocket launched the STP-2 mission at 2:30am this morning. The two side cores, flying their second mission, returned to land successfully at Cape Canaveral.
It was incredible. Simply incredible.
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Melius Research retweeted
10 Jun 2019
Just don’t see the anticompetitive angle has any merit here. These companies have essentially no overlap. Not sure what @realDonaldTrump is worried about. @UTC @Raytheon
10 Jun 2019
UTC CEO Greg Hayes addresses Trump's concerns the Raytheon-UTC merger:
"We're still the same companies that we've always been. ... There is nothing anti-competitive about bringing these companies together."
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Melius Research retweeted
10 Jun 2019
Note that the first comment was said as the CFO of #UTX, the next two were as CEO. I betcha the opinion never changed but the necessary external messaging sure did. First chance to make a move and bye bye CT... ouch
9 Jun 2019
.@UTC’s Greg Hayes 2010: “Anyplace outside Conn”
Hayes 2015: “Conn will always be our home”
Hayes 2019: Moving to Boston
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