Everything said about
TDG
+ Watchlist3
Ideas · 30d
2
Episodes
4.0
Avg depth
3
Ideas · all time
The conversation · most recent first
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:15
Perimeter Solutions replicates TransDigm rollup playbook
"Perimeter Solutions was framed as an early-stage TransDigm clone, leveraging the same serial-acquirer playbook to drive 15%+ annualized returns."
Core thesis · 5/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 40:30
Amazon preferred over TransDigm and Copart
"The speakers argued that consolidating capital into Amazon is a superior risk-managed strategy compared to maintaining small positions in TransDigm and Copart."
In depth · 4/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 53:31
TransDigm dominates high-margin aerospace aftermarket monopolies
"The bull case for TransDigm relies on its portfolio of proprietary, certified aerospace components that grant it absolute pricing power in the highly profitable aftermarket."
Substantive discussion · 3/5