Ep 10. Post-Mortem on Breeze-Eastern ($BZC)

from Focused Compounding · host Andrew Kuhn and Geoff Gannon

In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 — Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea. www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever. Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Twitter: @GeoffGannon Email: [email protected]

Episode metadata supplied by the publisher feed · Published Mar 5, 2018

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Ep 10. Post-Mortem on Breeze-Eastern ($BZC)

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