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![TLM_Capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1105091678648651777.png) Think Like Munger [@TLM_Capital](/creator/twitter/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.

![](https://pbs.twimg.com/media/GuwnNeOXsAA4jGH.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939968656487715151/c:line.svg)

**Related Topics**
[hei](/topic/hei)
[decentralized](/topic/decentralized)
[heico](/topic/heico)
[$heia](/topic/$heia)
[$hei](/topic/$hei)
[hei heico corp](/topic/hei-heico-corp)
[stocks industrials](/topic/stocks-industrials)
[stocks defense](/topic/stocks-defense)

[Post Link](https://x.com/TLM_Capital/status/1939968656487715151)