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Show Notes

(00:00:00) - Welcome to Business Breakdowns

(00:02:53) - First Question - Understanding the Aerospace Market

(00:06:58) - The Role of HEICO in the Aerospace Market

(00:15:03) - The History and Evolution of Heico

(00:20:23) - Introduction to Mendelson Brothers and their Business Operations

(00:22:58) - The PMA Business and its Growth Drivers

(00:28:49) - The Role of HEICO’s Go-to-Market Strategy Against OEMs

(00:40:05) - The Role of M&A in HEICO’s Growth Strategy

(00:43:46) - Comparing HEICO and TransDigm

(00:48:35) - HEICO’s Financial Model

(00:50:06) - Potential Risks and Challenges for Heico

(00:57:55) - Key Lessons from Heico’s Business Model