Focused Compounding

Ep 10. Post-Mortem on Breeze-Eastern ($BZC)

March 5, 2018
23 min

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:  Andrew@pilotswmg.com
 
Contact Geoff at:
Twitter: @GeoffGannon
Email:  gannononinvesting@gmail.com

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