Brett Larson @blarsonbrf
Denver, CO Joined January 2016-
Tweets28
-
Followers227
-
Following1K
-
Likes16K
SPR +16% on news. SPR +14% since separation in 2006. Boeing's relentless pressure to squeeze every dime of cash flow out of SPR as essentially their only customer (I mean, "partner for success") ultimately led to SPR's incredible fragility/quality issues. Shocker!
SPR +16% on news. SPR +14% since separation in 2006. Boeing's relentless pressure to squeeze every dime of cash flow out of SPR as essentially their only customer (I mean, "partner for success") ultimately led to SPR's incredible fragility/quality issues. Shocker!
It's earnings season, the sun is out and it's 60 degrees. Time for the investors @NZSCapital to take a hike!
How to Have Meetings that Don't Suck...A new paper from @bjohns3 Learn why we ♥️ to have meetings at NZS! There are some simple suggestions everyone can implement along with some uncomfortable concepts that might require a culture shift at your org. nzscapital.com/news/meetings
To restore the Boeing culture to technical excellence, my advice would be first to move the corporate headquarters back to Seattle. It’s difficult to manage a technical organization from a distance. Executives need to be in the factory every day.
Trane Technologies? This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and @NZSCapital for bringing this one to @bizbreakdowns ▫️ $50bn market cap (TT) yet rarely discussed ▫️ 100+ year history of between independence and…
Did you know that… Nuclear energy is safer than wind energy?
Did you know that… Nuclear energy is safer than wind energy? https://t.co/QHOGQuLYhu
Imagine if we taught every high school student in America the power of compund interest
WATCH: Mike Lee officially became a General in the Great Meme War on the floor of the Senate... He used Reagan on a raptor, Aquaman, and Sharknado to show how insane the Green New Deal is... and it clearly worked, because it set off @AOC. cc: @SenMikeLee
Louella Zeminski @LZeminski98142
90 Followers 5K FollowingTravis Stephens @travsteph
662 Followers 875 Following CSO @invest10East. 📖: @HarvardHBS @Middlebury. Views my own.Sydney Idleburg @SIdleburg58093
75 Followers 5K FollowingLeona Rodricks @leo_rodric
81 Followers 5K FollowingParker Entress @park_entre
63 Followers 5K FollowingAlishia Vitti @AlishVitt
43 Followers 5K FollowingCaitlin Kovalaske @caitl_kovalask
20 Followers 2K Following 🔶Caitlin . 22 . Crazy Presale of crypto casino👇🔶Kathern Heppell @KathernH41689
88 Followers 5K Followingvw5wy1ryzhw @s454qd017
6 Followers 325 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join TG: https://t.co/6mEXQfyCLlAizah Pollutro @AizahPollu
87 Followers 5K FollowingPhillis Sons @PSons46506
76 Followers 5K FollowingMammie Swigert @SwigMamm
62 Followers 5K FollowingWaneta Otuafi @OtuafWanet
76 Followers 5K FollowingCarlene 😻 @Carlene_K11
1 Followers 496 Following Unlеash your dеsirеs with а wоmаn insаtiably hungry fоr раssiоnIsobel Fornaro @FornaroIso40134
101 Followers 5K FollowingMaryalice Bolek @BolMaryali
80 Followers 5K FollowingIlse Keeth @IlseKeeth50182
82 Followers 5K FollowingElicia Fallie @EliciaFall72179
80 Followers 5K FollowingCarol Metting @MettiCar
62 Followers 5K FollowingShayfid @shayfid74857
189 Followers 3K FollowingAdelaide Durie @adelai_dur
51 Followers 5K FollowingJill Mears @jill_mears60280
57 Followers 3K FollowingIga Avance @i_avance
70 Followers 5K FollowingMana Tureson @ManaTureso70940
58 Followers 5K FollowingLeesa Salvio @LeesSalvi
47 Followers 5K FollowingKayce Woolems @KayceWoole60117
42 Followers 5K FollowingKathleen Wojciechowsk.. @KathleenWo58086
60 Followers 5K FollowingCrysta Bublitz @bubl_crys
45 Followers 5K FollowingTamera Mclamb @TameMcla
43 Followers 5K FollowingZoila Robles @roble_zoi
37 Followers 5K FollowingHalima Trembley @HaliTrembl
11 Followers 3K FollowingDanita Krohn @danita_kro
87 Followers 5K FollowingNaida Holtan @HoltanNai
87 Followers 5K FollowingSuzanne Goller @SuzanGoll
33 Followers 5K FollowingKerry Cutrone @CutroneKer44895
88 Followers 5K FollowingThooteski @thooteski34788
203 Followers 2K FollowingMillie Meaney @MeaneyMea
81 Followers 5K FollowingMelvin Marske @MarskeMelvi
42 Followers 5K FollowingClara Sussmann @Clarilou
29 Followers 551 FollowingLorinda Beames @BeamLorind
35 Followers 5K FollowingBg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalismKatie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.Tiffany Gomas @Tiffany_Gomas
276K Followers 384 Following Texas Girl 📍• Real Estate Developer • “Undercover Fed” • All my puns are intentionalFlushing It @flushingitgolf
57K Followers 784 Following Golf media from an ex pro. News, views, memes and bad takes. Podcast available search ‘Flushing It Golf’. Contact: [email protected]Conch Shell Capital @TMTMoats
4K Followers 129 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.Joel Cohen @joelmcohen
14K Followers 289 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)SUN DAY RED @SunDayRed
40K Followers 1 Following We're not for people who want to live a certain kind of lifestyle. We're for people who want to live a certain kind of life. We are Sun Day Red.Figure @Figure_robot
71K Followers 1 Following Figure is an AI Robotics company building the world's first commercially viable autonomous humanoid robot.Alfred Lin @Alfred_Lin
47K Followers 286 Following Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @diaandco @dollskill @doordash @foundforbiz @houzz @kalshi @truework @ziplineKonstantine Buhler @KostaBuhler
4K Followers 173 Following Partner at Sequoia Capital. AI Engineer, History Lover, Listener & Investor.Josephine Chen @josephinekchen
3K Followers 329 Following Partner @Sequoia (seed/A/B). Chef @joinRamenMafiabenahorowitz.eth @bhorowitz
652K Followers 607 FollowingMarc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.Miles Grimshaw @milesgrimshaw
10K Followers 4K Following Board Director @langchainai @benchling @latticehq @glideapps @supergreatapp previously @segment @monzo @airtable @check_hqSarah Tavel @sarahtavel
47K Followers 1K Following GP at @Benchmark. Student of escaping competition. Formerly product @pinterest. Ball and chain for @cklemke and 🧒🏻👶🏻.Peter Fenton @peterfenton
48K Followers 1K FollowingEric Vishria @ericvishria
15K Followers 1K Following @Benchmark. Investor & Director: @ConfluentInc @Amplitude_HQ @Contentful @CerebrasSystems @BlueHexagonAI @Benchling @CommerceLayer @acuitymd @AirplaneDevMike Simonsen 🐉 @mikesimonsen
34K Followers 874 Following President founder of Altos Research (now part of HousingWire). Real Estate Data. https://t.co/dIBQsVXaEX https://t.co/Jtga6fjnAhDavid Senra @FoundersPodcast
125K Followers 209 Following Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and tell you what I learned. 346 biographies down. 1000 to go.Hadrian @HadrianSpace
2K Followers 1 Following Hadrian is manufacturing the future. We help our customers halve the cost of building rockets, satellites, engines, and drones.litquidity @litcapital
360K Followers 981 Following founder @ litquidity capital // meme slinger, investor, advisor // newsletter @exec_sum // scout @baincapvcFinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.App Economy Insights @EconomyApp
181K Followers 383 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make MoneyPedro León García @pedroleongarci2
2K Followers 288 Following Portfolio advisor at Galileo Capital. Trying to make myself and others as free as possible.Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1OmyAnthony Colangelo @acolangelo
3K Followers 324 Following Talking about spaceflight on @WeHaveMECO and @offnom. Designing and building apps for the Apple ecosystem, websites, and digital products at @pineworksco.mark normand @marknorm
464K Followers 425 Following New York Comedienne. New hour special "Out To Lunch" on the Youtubes now!! My pod: "Tuesdays with Stories” or “We Might be Drunk” Link 👇👇 Praise Allah!Office for Nuclear Re.. @The_ONR
4K Followers 621 Following We are the UK’s independent nuclear regulator for safety, security and safeguards. Our mission is to protect society by securing safe nuclear operations.EASPORTSCollege @EASPORTSCollege
241K Followers 7 Following Coming this summer. Full reveal in May. #CFB25 | ESRB: PendingChristian Reshoeft @reshoftc
12K Followers 850 Following Product Executive in the Video Games Industry. On a quest to find the next Amazon, Netflix, Shopify! Let's recap in 10 years.Jesse Day @jessebday
7K Followers 656 Following Host of Commodity Culture and Content Creator for the VRIC, Cambridge House and @Sprott. #uranium, #gold, #silver, oil & gas ⛏️🪙🛢️Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscienceBrian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9ulyIs EA Sports College .. @IsItOutEA
20K Followers 2K Following just your daily update on if the game is out yet. @UnderdogFantasy partner use code: CFB25 when you sign up | For business inquiries: [email protected]John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.Brett @CCM_Brett
10K Followers 2K Following Tweeting to get pushback on ideas. Listen to @chitchatstocks (or else)Hank Lockwood @hen_ease
480K Followers 2K Following unverified bad boy. Producer @pardonmytake, @bssadvisors, @barstoolpickem. The Cape Hateras Lighthouse Is Tallest Lighthouse in continental USBryan Hinmon, CFA @BryanHinmon
3K Followers 875 Following Husband. Father. Christian. Nerd. CIO and PM at MFAM. Views are my own. Let's talk stocks...Andy 🍕🏔️ @bizalmanac
8K Followers 425 Following 🧙Getting rich slowly | 🌆 Micro family office | 🏯quality x 🥦 growth x 👨🏭 owner-operator stonks | 🧘 Happiness snob | #BillsMafia | 🐉 Chaos is a ladderArtButMakeItSports @ArtButSports
451K Followers 230 Following I turn Art into Sports (and vice versa) | NO AI USED | “Everything I didn't know I needed" - follower testimonial | See inspiration? DM/tag usThe Nebraska tornado stuff is straight from a horror movie. Insane. @_willcompton already reached out about doing something to help. I'm sure we'll have more info to follow soon.
Tornado just crossed i-80 Northeast of Lincoln, Nebraska.
.@anduriltech just beat out Boeing and Lockheed to make autonomous fighter craft for the Air Force. This is a very big deal for a bunch of reasons
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
Nelly Korda’s swing on repeat. There’s virtually zero unnecessary movements. It’s not hard to see how she’s won 4 starts in a row and heading into the year’s first major as the overwhelming favourite👌🇺🇸
Helluva fund damn
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation Top positions below
🟤⚪️ #NEW The all-new BRNR Mini Driver Copper from TaylorMade Golf 🔥
@IsItOutEA Always like 13 style (where you actually called the recruit and could get a ton of points) did it take longer? Yes. But 14 style is so non engaging it kinda sucks
I had to buy one: the Hermès Fourre Tout. Japan, late 2000s, 100% cotton. Remarkable that you can still get them for ~$150 on a variety of secondhand markets.
Today’s festivities continue! @blueorigin has raised New Glenn’s TE vertical for the first time with stage 1 and 2 simulator hardware at LC-36. Massive thanks to @StarFleetTours for bringing us out this afternoon! 📸 - @NASASpaceflight 📺 - nsf.live/spacecoast
i don't care exactly how we got tagged as a luxury retailer .... i just want an invite to those conferences
Weather ends AT&T Pebble Beach Pro-Am early, winner declared | Click on the image to read the full story ksbw.com/article/weathe…
It's earnings season, the sun is out and it's 60 degrees. Time for the investors @NZSCapital to take a hike!
How to Have Meetings that Don't Suck...A new paper from @bjohns3 Learn why we ♥️ to have meetings at NZS! There are some simple suggestions everyone can implement along with some uncomfortable concepts that might require a culture shift at your org. nzscapital.com/news/meetings
To restore the Boeing culture to technical excellence, my advice would be first to move the corporate headquarters back to Seattle. It’s difficult to manage a technical organization from a distance. Executives need to be in the factory every day.
"Show me the incentive and I'll show you the outcome." -Charlie Munger This has never been more true than in healthcare... especially which prescription drugs your insurance will cover. Here's how:
@bradsling but both company names in 'sys', the synergies must be limitless
One of my least favorite things as an investor is when one of our holdings is acquired and we are robbed of years of compounding in the stock. And, it's suicide for the target far more often than not, which is just depressing.
Here are the last 5 years of ROIC at Carrier, Trane, and Lennox according to @NewConstructs. Carrier's ROIC is lower and more volatile. Trane's ROIC is steadily improving and Lennox ROIC is far superior (higher absolute ROICs and also rising).
@NZSCapital @bjohns3 @blarsonbrf @bizbreakdowns @jbathgate This was great, @blarsonbrf !