Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Focused Compounding
00:00
Breeze Eastern: A Microcap Stock With a Niche
In the US, virtually everyone who buys an elevator from one of the major elevator companies gives them for maintenance on it forever. The other thing with Breeze Eastern is we like how much of a niche it was. Not even that many people know that much about the helicopter business. And I think it just didn't have the scale to support it.
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