Heico: The Quiet Aerospace Compounder - The Investor's Podcast
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Heico: The Quiet Aerospace Compounder - The Investor's Podcast
TIP738: HEICO: THE QUIET AEROSPACE COMPOUNDER W/ CLAY FINCK 17 July 2025 In this episode, 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. Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion indu…
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