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Which podcasts are discussing TDG?
8 ATTRIBUTED IDEAS · 6 EPISODES · 4 SHOWS
The shows
Motley Fool Money
Barron's Streetwise
We Study Billionaires - The Investors Podcast Network
The Compound and Friends
Where the discussion went deepest
23 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 38:01
Perimeter Solutions mirrors TransDime compounding playbook
“Perimeter Solutions was framed as a high-margin serial acquirer building a defensive moat in niche, highly regulated markets using the TransDime business model.”
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
23 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 06:23
Perimeter Solutions cloning the TransDigm compounding playbook
“Perimeter Solutions is framed as an early-stage TransDigm compounder, leveraging elite capital allocators to roll up mission-critical, low-cost niche businesses.”
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
27 MAR27 MARBARRON'S STREETWISE · 05:30
Aerospace aftermarket sell-off a buying opportunity
“The guest argued the recent sell-off in commercial aerospace aftermarket stocks, driven by fears that higher jet fuel costs will pressure airline customers to cut maintenance spending, is a mispricing that creates a buying opportunity.”
Airplane Stocks Sold Off. Time to Land Some Deals?
Core thesis · 5/5Verify in source →
17 JUL4W AGOMOTLEY FOOL MONEY · 09:20
28 JUL2W AGOMOTLEY FOOL MONEY · 10:15
High valuations limit aerospace supplier upside
“Aerospace suppliers benefit structurally from Boeing and Airbus production ramps, but high multiples and capacity limits constrain near-term risk/reward.”
Paypal to Stripe: You’re Going to Have to Do Better Than That
Substantive discussion · 3/5Verify in source →
29 JUN29 JUNTHE COMPOUND AND FRIENDS · 26:12
Public-to-private valuation arbitrage as a business model
“The podcast discussed how public companies like TransDigm and Constellation Software generate substantial value by acquiring private companies at low earnings multiples and absorbing them onto public balance sheets that trade at significantly higher multiples.”
Invest in the Robot Revolution or Be Crushed by It
Substantive discussion · 3/5Verify in source →
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