@MeliusResearch

Better research. Better data. Continuous improvement. @analyticsMelius

 New York, USA
meliusresearch.com
Joined August 2017
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  • Followers1.1K
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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…

Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial...

Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial Giants to Drive Sustainable Success

amazon.com
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Melius Research retweeted
Squawk Box
@SquawkCNBC27 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
Squawk Box
@SquawkCNBC30 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
Squawk Box
@SquawkCNBC23 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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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
Carter Copeland@PCCopes17 Sep 2019
Looks like $HON and $UTX still got some big quarters ahead in aero with ADS-B penetration this low...
Ethan Klapper@ethanklapper16 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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Rob Wertheimer lowered $CAT 2019 estimates to below consensus on inventory drawdown flagged by our @AnalyticsMelius team
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Melius Research retweeted
Carter Copeland@PCCopes4 Sep 2019
Cool factory pic. Modular and movable tooling with minimal fixed points and little working capital sitting around = more productivity
AirAsia
@airasia3 Sep 2019
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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Fastenal showed continued signs of lower procurement in August 2019, prior to announcement of incremental tariffs! $FAST
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Melius Research retweeted
Carter Copeland@PCCopes16 Aug 2019
If this isn’t inspiring, I don’t know what is
This Post is from an account that no longer exists. Learn more
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Analyst Rob Wertheimer explains his neutral rating on Deere after Q2 miss cnb.cx/2N2adfA
Top analyst breaks down Tilray's earnings cnb.cx/2N1F7og
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New negative signal! #Wayfair data showing a slowdown across the board for furniture procurement $W
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Melius Research retweeted
Carter Copeland@PCCopes24 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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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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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
Carter Copeland@PCCopes25 Jun 2019
Simply awe inspiring. Hard to believe it’s a single frame... great shot
John Kraus
@johnkrausphotos25 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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Lots to sort through in the combination of $UTX and $RTN. The multi-year financials seem compelling but each shareholder base has unique desires that may not be congruent with the deal. Sneak a peek on our take on @utc and @raytheon at @meliusresearch @PCCopes
Melius Research retweeted
Carter Copeland@PCCopes10 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
Dave Brown@dave_brown2410 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
Carter Copeland@PCCopes10 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
Eric Gershon@Gershonicus9 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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