Hi Partner 👋 Today, you will receive a full investment case of 186 (!) pages about HEICO If you invested $10.000 in 1990, you would have $13.9 (!) million today. This wonderful company definitely deserves your attention. Slow CompoundingThis investment case was made by my friend Alexander from Slow Compounding. He was very kind to share it with us. You can check out his work here: HEICO - General Information👔 Company name: HEICO Corporation How does HEICO make money? It also grows by acquiring high-quality niche businesses that strengthen its product portfolio. The full investment case is very extensive (196 pages). In case you don’t have time to read it all right now, let’s give you the highlights first. Three main takeawaysHere are the 3 most important takeaways: 1. Market LeaderHEICO builds parts for planes. Not just any parts, but parts approved by the FAA. This is the U.S. authority that decides what's safe to fly. |