Melius Research

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Melius Research

Melius Research

@MeliusResearch

Better research. Better data. Continuous improvement. @analyticsMelius

New York, USA Katılım Ağustos 2017
142 Takip Edilen1K Takipçiler
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Stephanie Link
Stephanie Link@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…
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Squawk Box
Squawk Box@SquawkCNBC·
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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Squawk Box
Squawk Box@SquawkCNBC·
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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Squawk Box
Squawk Box@SquawkCNBC·
$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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Melius Research
Melius Research@MeliusResearch·
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.
Melius Research tweet media
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Melius Research
Melius Research@MeliusResearch·
Rob Wertheimer lowered $CAT 2019 estimates to below consensus on inventory drawdown flagged by our @AnalyticsMelius team
Melius Research tweet media
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Carter Copeland
Carter Copeland@PCCopes·
Cool factory pic. Modular and movable tooling with minimal fixed points and little working capital sitting around = more productivity
AirAsia@airasia

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 retweetledi
Melius Analytics
Melius Analytics@AnalyticsMelius·
Fastenal showed continued signs of lower procurement in August 2019, prior to announcement of incremental tariffs! $FAST
Melius Analytics tweet media
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Carter Copeland
Carter Copeland@PCCopes·
If this isn’t inspiring, I don’t know what is
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Melius Analytics
Melius Analytics@AnalyticsMelius·
New negative signal! #Wayfair data showing a slowdown across the board for furniture procurement $W
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Melius Research
Melius Research@MeliusResearch·
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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Melius Research
Melius Research@MeliusResearch·
Boeing's 737 Max software leak is a data driven process, says Melius' Carter Copeland cnb.cx/2FBt9NH
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Melius Research
Melius Research@MeliusResearch·
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
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Carter Copeland
Carter Copeland@PCCopes·
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@Gershonicus

.@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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Keşfet

@PCCopes @AnalyticsMelius @UTC @Raytheon @realDonaldTrump @elonmusk @BarackObama @taylorswift13