Parker Hannifin

No, you don't.

Anyway, Parker Hannifin.

Yeah, look, the revenue is going to come in strong, nearly up 20%.

The challenge might be, though, some supply constraints specific to the aerospace industry.

They were so kind with all the development and leadership training and opportunities they gave me.

before on paper I looked ready sure but the P&L statement was read every month they had spun GM had spun Delphi off and I knew that even though I was doing great the company wasn't doing great so I got recruited by Parker Hannifin and it took them six months to to convince me to come join them because I was super, super loyal.

And it was just, it was really hard decision for me.

But I went and joined them as the lean leader of their Fluid Connectors business.

Maybe in line with trend, we'll see what happens there.

Let's see this week, notable companies reporting earnings, as we said, Monday, Apple Palantir vertex pharmaceuticals and Marriott Marriott should post uh pretty good numbers given that uh people are still booking hotels tuesday advanced micro devices which is amd amgen arista networks pfizer eaton core marathon petroleum and booking holdings wednesday qualcomm mcdonald's uber technologies cvs health mckesson and datadog thursday conoco phillips cloud flare parker hannifin the southern company airbnb duke energy and then friday brookshire hathaway All right.

Hopefully you enjoyed this lead into the market.

Got some insights.

They were so kind with all the development and leadership training and opportunities they gave me.

before on paper I looked ready sure but the P&L statement was read every month they had spun GM had spun Delphi off and I knew that even though I was doing great the company wasn't doing great so I got recruited by Parker Hannifin and it took them six months to to convince me to come join them because I was super, super loyal.

And it was just, it was really hard decision for me.

But I went and joined them as the lean leader of their Fluid Connectors business.

I don't have any objection to that.

I will say, I think even the narrower version of the opinion that just says you need a meaningful comparison is still helpful because we have the Sixth Circuit in the Parker Hannifin case that seemed to suggest that you didn't need an apples to apples comparison, and so you could bring the Sixth Circuit in line through an opinion that's narrower.

But again, I have no objection to endorsing the analysis in the Ninth Circuit opinion.

I think it's, it's spot on.

And, uh, it was, it was, uh, like back then, you know, he had probably an eighth-grade education, built up a hell-hell of a company, had hundreds of-- 250 people, three shifts, built a brand new building.

It was, it was-- He was partners with Pat Parker on some inventions from Parker Hannifin.

He-- Cleveland was full of manufacturing, you know, geniuses and, and, and, and every- It was everybody was in manufacturing back then.

This was the very best manufacturing center of the world.

Um, at the time of your conversation, he was president and CEO of Lincoln Electric, you know, an eleven thousand person strong global welding and automation company, uh, here in Cleveland, and here's what he has to say about the future of the region.

Well, first of all, I would tell you, this region is blessed with the number of large manufacturers that are in this region who are enormously successful.

And I can tell you, I have learned a great deal from watching those companies, studying those companies, and seeing how they're doing things, whether it's Parker Hannifin, Eaton, Sherwin-Williams, Lubrizol, RPM.

There are just a multitude of very successful industrial companies, and we're constantly challenging ourselves and evaluating the way they're looking at things and should we be trying to do something faster or better.

Caterpillar shares are up 300% in five years.

Parker Hannifin, they make liquid cooling equipment, other heat management stuff, they're up 225%.

Cisneros owns between 15 and $50,000 of both of those companies.

And now obviously we got to turn to the right.

I don't have any objection to that.

I will say I think even the narrower version of the opinion that just says, You need a meaningful comparison is still helpful because we have the Sixth Circuit in the Parker-Hannifin case that seemed to suggest that you didn't need an apples-to-apples comparison.

And so you could bring the Sixth Circuit in line through an opinion that's narrower.

But, again, I have no objection to endorsing the analysis.