Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
The Negative Press About Citron Research
Babcock and Wilcox has a monopoly on parts of maintenance for coal power plants in the US. If you're the one who built the original boiler, even if the plant continues in operation 30 years, you're often the one that's going to be doing the maintenance on it. In some cases, they did pricing power to the stream. There were a couple cases where we were the ones who were breaking the news to them that there actually was another companyThat was in the same business.
Play episode from 15:18
Transcript
