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Think Like Munger @TLM_Capital on x XXX followers
Created: 2025-07-01 08:45:45 UTC
What do you think about HEICO Corporation $HEI?
Personally, I see it as one of the most quietly outstanding compounders out there—niche aerospace, high margins, strong insider ownership, and a decentralized M&A strategy that’s worked for decades. A true quality compounder.
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Related Topics hei decentralized heico $heia $hei hei heico corp stocks industrials stocks defense