In my opinion, the Wall Street obsession with 90 day (quarterly) precision is a misplaced focus - I actually think this thinking does more widespread harm than good to companies & customers

What draws me to both Supply Chain and Investing is that both disciplines rely on ability…

Weighing Machine > Voting Machine

Founder owned & operated with high ROIC & growing FCF per share (lots of share count discipline as well) … there is a lot to like.

I’m a % owner of only 8 companies and this is one of them.

It’s true.. the X town square is a great way to continuously improve & get real time feedback.

I’ve gotten my fair share of posts forwarded to me with some great ideas or action items !

Nelson Peltz should definitely be on the Disney board!

He would help reform the company, improve the quality of product and generally serve in the best interests of shareholders, as he has done at many other companies.

This would significantly improve Disney’s share price.

Every day, the Tesla Semi demonstrates that battery electric trucks can directly replace diesel trucks. With our own fleet of Semis, Tesla has shipped >20,000 battery packs out of Gigafactory Nevada to support Fremont vehicle builds. These trucks run the same route, carrying the…

There are so many unbelievable Supply Chain stories over the past decade

The type of extreme effort it requires makes me appreciate our vehicles that much more

You know the Supply Chain in me can never say no to a high quality cargo plane

What a photo!!

Another coworker of mine with a super unique Cybertruck “wrap”

This is actually a clear PPF that then gets painted (in an actual paint booth) so you can add several layers and get effects you may not be able to with a wrap

One of my personal favorites so far !

One of my favorite pages from Same as Ever

There quite literally is no shortcut or substitute for really hard (actual) work

Some cinematic action of the Cyberrail in the dunes #cybertruck #offroad #dunes #elon Tesla Tesla Owners Silicon Valley

🤯 🤯 🤯

Here is a new paid advertisement Tesla is running on YouTube: Drive The #1 Most American Made Car

Straight out of Mad Max

My hope is that our Government is so cyclic in nature that we’ll at least have periods of support to balance out the oppositions

I can assure you tens of thousands of people are working as hard as we possibly can to give us the best % chance of an optimistic future

I suppose…

Nothing short of inspiring -

Seeing accomplishments like this drives (many) others to deliver their best work

“There is so much room in this truck, we can rescue more dogs” - Wife

This is the #1 surprise people have once they start looking at purchasing a Tesla

These are not $70k+ vehicles, in fact if affordability is your primary driver as a consumer, a Tesla Model 3 or Model Y will hit your radar.