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WTCM
@WTCM3
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Jun 9, 2023 • 4 tweets • 2 min read
Greg Brown has orchestrated one of the best 'turnarounds' of the past decade: “I knew from the first day I joined Motorola that the best part of the company was the part few cared about... Motorola could do a lot more by doing less" $MSI $AXON fortune.com/2023/06/08/mot… Image “It didn’t matter if it was a $3 or a 30-cent part that was causing the problem... [Brown] would understand to the third or fourth level down of suppliers what was causing the bottleneck" $MSI
May 1, 2023 • 4 tweets • 1 min read
$ORLY 30th anniversary as a public co: "In each of the 30 years since 1993, our team has delivered growth in both sales and EPS, driving returns to our shareholders in excess of 22% per year" Image $ORLY high-ROIC reinvestment: "We're executing our plans targeted at strengthening the team member experience & benefits, upgrading our vehicle fleet, refreshing & improving our store image & appearance, and deploying incremental tech projects & investments in infrastructure"