Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
How We Talked to Shareholders About the Company's Future Earnings
I don't know if I should talk about like, you know, I mean, we tell people we're not going to quote your name and stuff. Do you remember, did you write to the management or something about this company with when no? No, not breezy's starting to do any of that. There was one or two big things that were troubled projects, not troubled from their because it's their fault. We couldn't value some things like whether they would get a lot of business from an A400M project.
Play episode from 12:46
Transcript
