
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
The Duopoly of Russian-Related Companies
In the entire world, there are three companies who did the same thing. They were pretty much the only ones doing what they were doing. One is a Russian-related company. And certainly I'm sure that Breeze Eustor had at least 50% market share.Yeah, that's crazy. Full disclosure: I did not buy this personally. Do you remember why? No, I do not remember why.
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