Strategy & Growth Executive | Investor | Founder, 23.5 Strategies Energy · Industry · People · Finance Ex-Neste, Phillips 66, ConocoPhillips Mentor · Leader
HTX · NYC · DC · Global · NJ@❤
Joined May 2010
- Tweets2.3K
- Following933
- Followers253
- Likes373
Pennsylvania has so many great things to offer - (including, obviously, @penn_state ) - this is one of my favorites though 🥨
👉This is a very pointed observation. Objectively there is opportunity to be unlocked and value to be created.
Europe invests only a fraction as much in venture-backed firms. The gap is widening, and the consequences are visible. s.hbr.org/4r1iP5E
Gas prices⛽️- when they move they get a lot of attention. The pump price is a stack, not a single actor or state or agenda. Gasoline isn't priced by one lever. It's: crude + refining + logistics + taxes/compliance. 🔗thepointtaken.com/the-invisi…
The long game is simple: build systems that earn trust at scale. Use #AI behind humans, not between them and customers. Most are chasing quarterly optics. The big winners play the long game.
The Goodwill Equation - how resilience beats
extraction. 👉 thepointtaken.com/p/the-good…
Finding chanterelles brought me to my uncle's café in rural New Jersey—those pots of soup we made after foraging across the Pennsylvania river.
Tonight: Escoffier-style chanterelle velouté. Seared tenderloin, whipped potatoes, roasted squash.
I cook to create and to remember. – at Houston, TX
We had the privilege of opening our home to friends these past few weekends - college friends, longtime friends, new connections. Each time reminded me of something important. 1/4
Be happy for others in triumph. Cheer them through the trenches. We aren’t defined by jobs or circumstances, but by experiences and shared humanity. 3/4
Just finished Material World by Ed Conway - six “basic” materials (salt, sand, iron, copper, oil, lithium) that quietly run our world. Eye-opening reminder that the future of energy, tech & trade rests on foundations we rarely consider. Highly recommend.
Worth the read - amzn.to/464705Z
Keurig Dr Pepper drops $18B on JDE Peet's then immediately plans to split the company in two. Most "shuffle the deck" stories fail because they confuse activity with progress Analysis: thepointtaken.substack.com/p…
When a logo becomes lightning: @CrackerBarrel's rebrand drew outrage. Context: the category is bleeding (@TGIFridays + @redlobster filed Ch. 11). The work isn’t pixels - it’s P&L. How leaders separate signal from noise ↓
thepointtaken.substack.com/p…
#Leadership #CrackerBarrel
Focus buys resilience. @Porsche is funding a dual-use defense pivot to hedge the auto cycle. I break down the boardroom sequence + 5 front-line moves you can run now.
Read: thepointtaken.substack.com/p…
#strategy #capitalallocation #dualusetech #operations
Three “unexpected” CEO hires this month prove a point: Boards win when they hire for the constraint, not the résumé. From @harleydavidson to JLR to telehealth—unconventional works.
Here’s why → thepointtaken.substack.com/p…
#Leadership #CEOSuccession #talent #management
Just finished Ron Chernow's Mark Twain biography - wow! 📚Twain embodies the imperfect American story and humanity's capacity for growth. Had flaws and prejudices but showed we can evolve and leave indelible marks despite imperfections. Worth the read: amzn.to/4lb89y3
We're building AI wrong—and it's going to cost us everything.
The biggest threat isn’t the tech. It’s what we’re doing to our workforce, judgment, and institutional knowledge.
Here’s my latest Substack on 4 risks execs can’t afford to ignore.
🔗 thepointtaken.substack.com/p…
“Yesterday I was clever, so I wanted to change the world. Today I am wise, so I am changing myself.” — Rumi
Leadership isn’t about fixing others first. It starts with the discipline to grow ourselves.
What internal shift are you ready to make this weekend?
#Leadership #Growth
Leadership leaves a legacy. At Neste, it’s about shaping culture & driving sustainable progress for the future. 🌍♻️ #Leadership #Legacy