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:  Andrew@pilotswmg.com
  
 Contact Geoff at:
 Twitter: @GeoffGannon
 Email:  gannononinvesting@gmail.com

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: Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com

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 —&nbsp; Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.
 &nbsp;
 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.
 &nbsp;
 Contact Andrew at:&nbsp;
 Twitter: @Focusedcompound
 Email:&nbsp; Andrew@pilotswmg.com
 &nbsp;
 Contact Geoff at:
 Twitter: @GeoffGannon
 Email:&nbsp; gannononinvesting@gmail.com

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

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

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

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