Tyler Crowe
👤 SpeakerAppearances Over Time
Podcast Appearances
Unfortunately, I wasn't one of those lucky recipients of the Korean crypto exchange giveaway.
I guess me, you guys will have to keep on picking stocks.
Matt, you get to go first this week.
I went with Safran, depending on how you want to pronounce it.
It's actually an over-the-counter in the U.S., but it's actually a French company, so SAF on the Paris Exchange.
It is a French aerospace and defense company, and a big one, too.
It's their big driver, but it's also the No.
aircraft components like landing gear, wheels and brakes, electrical equipment in planes, cabin interiors.
It's big in European defense as well.
It's also the 50-50 joint owner of Aerion Group, which is Europe's largest space launch specialist.
This company has massive cash generation from, well,
It is the joint developer of the LEAP engine, if you've ever heard of that before, with GE Aerospace.
It's basically on all new airplanes.
They're called the narrowbodies, those single-aisle planes that you get from Airbus and Boeing.
Also, the CFM56, which is their older engine that was also on narrowbodies and widebodies, actually, for the big planes that you see, the 747s, things like that.
These engines are like the workhorse of the aviation industry, and they generate decades of aftermarket parts and service revenues.