Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
Focus Compounding: A Review
Andrew Koon Singh: All I meant is an acquisition machine that says, let's slash R&D to nothing and let's jack up the prices. And this is already a business where the replacement parts and stuff had whatever 60% or more, you know, gross margin. So they probably went to a bigger company and the results are good.
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Transcript
