HEICO Corporation (HEI): A Bull Case Theory

We came across a bullish thesis on HEICO Corporation on Compound & Fire’s Substack. In this article, we will summarize the bulls’ thesis on HEI. HEICO Corporation's share was trading at $316.73 as of June 25^th. HEI’s trailing and forward P/E were 74.00 and 74.00 respectively according to Yahoo Finance.

[caption id="attachment_1228455" align="aligncenter" width="768"] A huge in-process machining center producing parts for aircraft and aerospace systems.[/caption]

Heico Corporation emerges as a disciplined compounder in the aerospace and defense space, blending consistent...