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 Alexandria Ocasio-Cortez. cc: Mike Lee

Imagine if we taught every high school student in America the power of compund interest

Did you know that… Nuclear energy is safer than wind energy?

Trane Technologies? This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and NZS Capital for bringing this one to Business Breakdowns ▫️ $50bn market cap (TT) yet rarely discussed ▫️ 100+ year history of between independence and

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.

How to Have Meetings that Don't Suck...A new paper from Brinton Johns 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

It's earnings season, the sun is out and it's 60 degrees. Time for the investors NZS Capital to take a hike!

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!

$HWM John Plant has cemented himself in the A&D hall of fame. Rebuked Apollo’s $10 B offer for ARNC in 2019 (told that figure had earn-outs too). Today HWM + the remaining ARNC later sold to Apollo is worth ~$40 B. And DESPITE an unexpected pandemic and Boeing’s meltdown. Legend.

Excellent profile on David Rosenthal and Ben Gilbert and their excellent podcast! Acquired Podcast wsj.com/business/media…

Insane underflowed story! Polyakov (Ukranian) basically got his rocket company taken from him by CFIUS for $1 after plowing >$200m into it on allegations he was a Russian spy, then years later they come back with a "oops, looks like you aren't a spy... at least you got a dollar."