Aerospace Exec, Author, Football Fanatic, Dad
Joined December 2016
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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
That’s a wrap on the 2022 Pitch competition @CollisionHQ 🏆
Such fun judging this year’s final with @weschan @PCCopes @BessemerVP ⚡️
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
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
Carter Copeland retweeted
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.
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
No idea this existed. What an amazing story
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Layer on the total capital raised and draw it forward 4 quarters and I bet you’ll have one hell of an impressive chart...
So excited for the strong endorsement of our book by @Stephanie_Link!
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…
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
The book is out! Timeless stories on @generalelectric, @Boeing, and many more!
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
Holy cow. #avgeek porn to the Maximum! What an amazing shot
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.
The formal 737 Max re-certification flight by the FAA, BOE701, now has an active flight plan filed for this morning. bit.ly/31rsVV9
Fun with numbers... although I’d much rather travel on an A380...
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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
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…
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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