Letters by company

Heico CORP Class A

1 letter discussing HEIA. Everything written about it on this site is on its ticker page.

Brasada Capital Brasada Private Accounts Third Quarter of 2026 Brasada Capital argues that narrow AI-led market leadership resembles earlier investment booms and maintains its focus on businesses supported by intrinsic value. The firm favors infrastructure suppliers to computing demand and essential franchises, while retaining Heico despite its divergence from the technology-heavy market. Third Quarter of 2026 HEIA