Rolls Royce [RYCEY]

Mid-Year Review [December 2020]

The second half of the year gave me the opportunity to analyze some very high-quality companies, including Arista Networks, United Health Group, Netflix and, most recently, Disney. As I said in my first mid-year write-up, you will find a swath of different types of opportunities here. I talk about deep value companies [Rolls Royce, Simon …

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Mid-Year Review [July 2020]

I hesitated before deciding to write mid-year review of some of the companies I talked about because I do not want this blog to be seen as a place to receive stock tips or buy/sell recommendations. Rather, I consider this blog as a real-time journey into my research process. Sometimes I encounter a really great …

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HEICO: The Berkshire of Aerospace

In my last article, I talked about a false dichotomy between TDG and HEI. If anyone is pitching this dichotomy when discussing investing in aerospace, stop getting investment advice from them. They don’t know what they’re talking about. TDG and HEI barely compete. There’s about a 2% overlap between their products. Their management teams are …

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The Razor-Razorblade Model: Rolls Royce

Introduction The Razor-Razorblade Model refers to the sale of long-lived products (razors) and subsequently the maintenance and replacement of parts (razorblades). We see this everywhere from pools to airplane engines and many very successful companies employ a form of this business model. It’s a good business model because (1) the company has high visibility of …

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