We came across a bullish thesis on HEICO Corporation on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on HEI. HEICO Corporation's share was trading at $309.71 as of December 1st. HEI’s trailing and forward P/E were 67.77 and 57.47 respectively according to Yahoo Finance. Heico Corporation (HEI) stands as a dominant force in aerospace components, benefiting from regulatory barriers, high switching costs, and strong aftermarket pricing power. The company’s core ...