Tag: moats

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat by Tobias Carlisle, GREENBACKD This month Singular Diligence covers Breeze-Eastern Corp (NYSEMKT:BZC) a manufacture of sophisticated engineered mission equipment for specialty aerospace and defense applications. BZC’s products are used to complete rescue operations and military insertion/extraction […]

Apple Car, Tesla, And Barriers To Entry

Apple Car and Barriers to Entry by Brad Cornell  The rumor that Apple is considering entering the car business is one more example of a central issue this blog has addressed repeatedly regarding the valuation of Tesla (and other technology […]

TIME OUT: Franchise Investing (Pat Dorsey)

TIME OUT: Franchise Investing (Pat Dorsey)

TIME OUT: Franchise Investing (Pat Dorsey) Thanks to www.santangelsreview.com A franchise-type company typically (but not ALWAYS) becomes a distressed, deep value investment. But since we will next be discussing Buffett and his development from cigar-butt investing to buying See’s Candies, […]