Brett Larson

Investor at NZS Capital. Not investment advice

[Brett Larson @blarsonbrf]

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."

[Ashlee Vance @ashleevance]

Well. Wow. As I reported in detail in "When The Heavens Went on Sale," the US government took Firefly away from @maxpolyakov after he put $200m into the company, while accussing him of being a potential Russian spy.

Now, the government has changed its mind. https://t.co/7ThYmDWOYq

[brad slingerlend @bradsling]

Excellent profile on @djrosent and @gilbert and their excellent podcast! @AcquiredFM

https://t.co/pe92mDRrbY

[Brett Larson @blarsonbrf]

$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.

[Brett Larson @blarsonbrf]

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!

[Bloomberg @business]

Boeing is in discussions to acquire Spirit AeroSystems, its struggling former unit at the center of numerous quality issues affecting 737 Max jets https://t.co/ZA6vBDkv6b

[Brinton Johns @bjohns3]

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

[NZS Capital @NZSCapital]

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.

https://t.co/kfdAUDg3ug

[Wayne Hale @waynehale]

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.

[Brett Larson @blarsonbrf]

@domcooke @bizbreakdowns This is CALMAC’s (@EnergyStorage - what a handle!) ice thermal storage system, an innovative business acquired by @Trane_Tech in 2017 @ReustleMatt

https://t.co/99h1MMrgy5

[Nuclear Hazelnut 👷🏻‍♀️ @NuclearHazelnut]

Did you know that…

Nuclear energy is safer than wind energy?

[Brett Larson @blarsonbrf]

@gilbert @djrosent Loved that. Covered A&D and Skunk Works is my favorite book, I didn't think I'd be blown away by a new story - boy was I! On @djrosent's SR-71 heresy, I'd argue it offered unpredictable recon that Corona didn't once USSR discovered it (they eventually did). And it was bad ass!...

[Jack Posobiec @JackPosobiec]

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

[Tim Young @TimRunsHisMouth]

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