Скачать или смотреть TransDigm Stock Valuation: A Conglomerate of Monopolies

Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins.

What you’ll learn here:
00:00:00 - Intro
00:00:49 - What TransDigm does, and how was it founded
00:14:15 - What makes TransDigm’s founders and philosophy so special
00:17:36 - How TransDigm uses debt to leverage returns
00:37:00 - Why TransDigm is basically a monopoly
00:52:11 - What TransDigm’s M&A Playbook looks like
00:56:44 - Where future growth is coming from
01:18:49 - Whether TransDigm is fairly valued
01:22:40 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio

Transcript & Host Info: https://www.theinvestorspodcast.com/i...

📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/s...

🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/i...

📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getst.... Use the discount code “STOCKS15” at checkout.

Our Sponsors:
💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp

▶️ Related Episodes:
Shopify Explained: The Battle For The Future of E-Commerce:    • Shopify Explained: The Battle For The Futu...  
Dell Stock Valuation: Overlooked AI Growth Story?:    • Dell Stock Valuation: Overlooked AI Growth...  
Trade Desk Deep Dive: Best Ad-Tech Stock?:    • Trade Desk Deep Dive: Best Ad-Tech Stock?  

Listen to our episodes here: https://open.spotify.com/show/7dnn22E...
Visit our website: https://www.theinvestorspodcast.com/i...
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s...

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

#TransDigm #AerospaceIndustry #ValueInvesting #IntrinsicValue #DefenseStocks