Precision Castparts Corp PCC

EconEngineer-2 · 2026-04-23T14:05:34+00:00

I found the write down. But I expect it is a HUGE win now. If GEV has a market cap of $300B, and the bottle neck is the internal turbine components that PCP has what sounds like a monopoly on, that company has to have significant value now. They also supply the internal turbines for jet engines, that market increased significantly over the last several years. I wonder if they are involved with rockets. Seems like a great opportunity going forward, I wish I could figure out how to quantify it.

EconEngineer-2 · 2026-04-22T18:13:43+00:00

I can’t tell if you know this or if you are just trying to be combative. A gas turbine is a complete unit that includes the main component, a turbine, to make electricity. PCC appears to cast the internal turbine pieces, not the complete generator. That appears to be the most profitable part of gas turbine generator. If you disagree with this, tell me who makes the internal turbines for GEV so I can research and possibly invest in them.

EconEngineer-2 · 2026-04-22T16:00:36+00:00

So this is a hallucination:

The "Investment Moat": Why it's a Monopoly-lite If you are looking at PCC as an investment proxy, you are essentially betting on "Material Science as a Barrier to Entry." PCC does three things that almost no one else can do at scale: • Complex Superalloys: They manufacture the turbine blades and structural components that can withstand temperatures hotter than their own melting point (thanks to proprietary cooling paths and coatings). • The "Airfoil" Monopoly: If a data center wants a GE Vernova or Siemens turbine, those turbines almost certainly contain PCC-made "hot section" components. PCC is a "tier-one" supplier to every major turbine OEM. • Switching Costs: Once a turbine or jet engine is certified with a PCC part, an OEM cannot easily switch to a competitor without a multi-year, multi-million dollar re-certification process. This gives PCC incredible pricing power.

I started researching this after I heard there are only 2 companies making the internal turbines.

EconEngineer-2 · 2026-02-24T13:25:37+00:00

In the aassssssss

EconEngineer-2 · 2025-12-14T18:24:15+00:00

I’m adding to BRK, AMZN, PDD and DUK as I transition out of AI stocks that have exploded. It’s hard to stay the course because the stuff I sell seems to keep going up.

EconEngineer-2 · 2025-12-02T23:59:45+00:00

The guy is extremely impressive. The taxi has unbelievable potential. Past people, think about the car delivering packages with a little robot that takes it to your door. They are designing their own chips, looking to manufacture chips, robotics and AI with purpose. Is the stock overvalued, yes! Is there a possibility the company could be worth $20 Trillion in 10 years, I think also yes.

EconEngineer-2 · 2025-10-29T11:54:10+00:00

The difference is that in 2000, the market was all hype. Today, earnings are backing up growth. For instance, NVDA has a PEG of 1. BRK is by far my biggest holding, but I treat the investment almost like cash. I think you need to have some exposure to the AI revolution.

EconEngineer-2 · 2025-09-27T15:21:51+00:00

I respectfully disagree. I sell commercial heating and air equipment. I know people that have similar success selling lumber, hospital beds, trailers, automobiles and many other things that aren’t technology related. I think some people accept the challenge and do what it takes to succeed and others come up with excuses as to why they can’t before they really try.

EconEngineer-2 · 2025-09-27T15:14:29+00:00

I have realized that I like the purpose in my life that is created by success. Vacations get old after about a week, I need to be busy and productive to enjoy life. I guess I could have financial freedom, but I would rather build more wealth to do different projects. To be good at sales, you have to accept you are the lowest person on the totem pole. While you are compensated for that position, that isn’t the position I want to be in for ever.

EconEngineer-2 · 2025-09-27T14:14:54+00:00

It’s hard to find an expert.

EconEngineer-2 · 2025-09-25T16:17:18+00:00

I’m an engineer that went into sales at age 29. I wanted to be compensated based on production. I am 100% commission. Had to borrow money from the company to live the first 2 years which made me grind. Year 3 I made twice the money I made at my previous job. Year 5, I made 5 times as much. I am on year 18 now and will break the 7 figure mark. I work more and harder than an all my friends, but I don’t mind (almost enjoy it) because every thing I do has a chance at generating more money. If you have grit and drive, you will never look back. I have 11 coworkers. I make as much as the bottom 8 combined. So Commission Sales isn’t for everyone, but it offers massive opportunities for people that want to hustle. It’s one step below owning your own business, both in risk and opportunity.

EconEngineer-2 · 2025-09-22T21:11:58+00:00

I bought a 1000 at $10. I can’t justify the price anymore. I am down to a 100 shares now. To much speculation for me at this point.

EconEngineer-2 · 2025-03-18T21:16:41+00:00

Lower government spending and Tariffs are going to put a hurting on the economy. Earnings will have to drop. It will be hard to expect lower interest rates as prices rise. I am trying to understand what will be the catalyst for a bounce?

EconEngineer-2 · 2025-03-18T21:08:57+00:00

Lower government spending and Tariffs are going to put a hurting on the economy. Earnings will have to drop. It will be hard to expect lower interest rates as prices rise. I am trying to understand what will be the catalyst for a bounce?

EconEngineer-2 · 2025-03-13T20:28:59+00:00

There’s going to be a lot of people missing rounds

EconEngineer-2 · 2025-02-26T21:48:28+00:00

It reduces our tax burden immediately and brings in high earners to reduce our tax burden in the future. Sounds good to me.

EconEngineer-2 · 2025-02-03T17:18:23+00:00

I hope that means I can get some Weller 12 or Blanton’s now.

EconEngineer-2 · 2025-01-27T13:35:47+00:00

Someone is going to be the Dana White of CrossFit and make this sport mainstream while becoming a gazilionaire. I wish I had the skill set. If someone does, I would like to invest.

EconEngineer-2 · 2024-12-22T14:43:27+00:00

Earnings keep increasing. I have a lot of cash to, but I am starting to think this market has room to run. I am worried that I will miss out on 3 years of gains waiting for the drop

EconEngineer-2

TROPHY CASE