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TDG
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Latest attributed ideas · most recent first
26 JULTHE 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.”
Substantive discussion · 3/5Verify in source →
26 JULWE 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.”
Core thesis · 5/5Verify in source →
26 JULWE 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.”
Core thesis · 5/5Verify in source →
24 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 24:17
Reallocating capital from TransDigm and Copart to Amazon
“The podcast hosts argued for selling lower-conviction holdings TransDigm and Copart to concentrate capital into Amazon, where high AWS demand and AI-driven cost restructuring offer superior returns.”
In depth · 4/5Verify in source →
24 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 19:27
TransDigm's monopolistic pricing power in aerospace aftermarket
“TransDigm leverages regulatory certification requirements to maintain mini-monopolies over aerospace replacement parts, driving high-margin aftermarket growth.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION