Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
How We Screened for Riese
Riese was interesting because it had some issues that made it hard to screen for. While it does look okay by those last year's numbers, the long-term past results were not good. The company has been spending a lot on developing new business for new models.
Play episode from 01:39
Transcript
