Robert Brooks: CECO Environmental $CECE Deep Dive

Nov 18, 2022

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Today’s episode we had a conversation with Robert Brooks, Founder of Brick by Brick Capital. We covered everything that an investor needs to know about Ceco Environmental ($CECO), whether it is Ceco’s history, what is their business, Ceco’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth. Plus, Robert shares his investment journey and what could possible go wrong with his Ceco Investment.

Check out the time stamp below:

[0:00] Who is Robert Brooks?
[5:30] Brick by Brick Investing Strategy
[10:40] Ceco Environmental ($CECO)
[14:00] Ceco’s Old Management
[17:00] Ceco’s Customer Base
[25:00] Ceco’s Unit Economics
[30:20] Ceco’s New Management
[37:00] What could go wrong?
[41:00] Ceco’s Tailwinds
[52:00] Ceco’s Price Target
[55:00] Closing Questions and More from Robert

If you enjoyed the podcast, make sure to follow Rob on Twitter at @BrickByBrickCap.

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