No. of Recommendations: 1
Wow, ATRO raises a few questions for me right off the bat, and I'm having difficulty finding answers. Would appreciate any input.

1. ATRO is dependent on three customers -- Apple, Panasonic, and Boeing. I have an idea of what they sell to Panasonic and Boeing, but what the heck do they sell to Apple? I've done some searching and can't figure it out. It's probably in plain sight and I'm just missing any of you know what Apple is buying from them?

2. The company has a share structure -- Common shares and Class B shares -- that makes decisions about the business (e.g., sale) dependent on the few Class B players (the major player is 82 years old). Looks like the company is trying to transition away from that structure, but it's hard to see how that's going to happen in practice. Any thoughts on this?

3. How strong is the moat, if any?

For example, see:

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