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Show Notes
In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 — Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: [email protected]
Contact Geoff at:
Twitter: @GeoffGannon
Email: [email protected]