Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head. What you'll learn here: Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/heico-the-quiet-aerospace-compounder/ 🤝 Join like-minded value investors this October in NYC by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - Owning Best-in-Class Businesses w/ Joseph Shaposhnik | Rainwater Equity's Launch: https://youtu.be/GK95byAoC88 - Buying Exceptional Businesses & Ignoring the Noise w/ François Rochon: https://youtu.be/Me_mXNV3beI 📖 Book Mentioned: - Lessons from the Titans by Scott Davis: https://amzn.to/4lXqpMj Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #HeicoStock #Compounders #AerospaceIndustry #CapitalAllocation #LongTermInvesting