#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are
Aug 11, 2020 - 61:34
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#49 - HEICO’s 9 Years of Shareholder Letters
July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to see if management sha...
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