TransDigm Stock Valuation: A Conglomerate of Monopolies

Описание: 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

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