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Ep. 522: Frankly Speaking: Finding the next "Nuts & Bolts" Company

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Sinopse

    “There’s only about one-hundred thousand of them…” he said. At the time, I was standing in the middle of what’s known as the largest building in the world - Boeing’s airplane-assembly facility in Everett, Washington. I was extremely interested in these planes, to say the least... The demand for Boeing’s new and revolutionary-efficient 737 is off the charts. It’s the company’s fastest selling jetliner in its 100 plus years of existence. The most recent model sells for just north of $119.2 million. And I was standing directly under the wing of one. In my 20 plus year career of investing, visiting different sites and projects all around the world, nothing was more intriguing to me than this one. Dan Schull, the Sales Director at Boeing, and probably one of the most important figures in the $6 trillion aerospace and defense industry, was personally guiding me (along with a small group of investors) on a private tour of the world-class property. Now at this point in the story, most would assume I am about to d