video1.0<iframe src="https://www.loom.com/embed/03b1483fa43b470999a64a54166658ee" frameborder="0" width="1838" height="1378" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13781838Loomhttps://www.loom.com13781838https://cdn.loom.com/sessions/thumbnails/03b1483fa43b470999a64a54166658ee-8c1a371bf121aee3.gif842.396In this video, I walk through a leveraged buyout model I built for DoCommon (DCO), a company in the aerospace and defense sector. I discuss key drivers of our investment thesis, highlighting the company's strong liquidity with a current ratio of 3.5 and a focus on high-cost failure solutions. Our model suggests that if we can enter at a lower multiple than the current share price of $125.19, we could achieve a 21% IRR and a 3.6 MOIC under optimistic conditions. I encourage viewers to consider the potential for DoCommon as a viable private equity candidate, especially if the share price pulls back in the next 12 to 18 months. Thank you for listening, and I look forward to any feedback or discussions on this analysis.