The Intrinsic Value Podcast - The Investor’s Podcast Network · The Investor's Podcast Network

TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley

·1 hr 32 min

This episode analyzes TransDigm (TDG), a conglomerate that acquires niche monopolies in aircraft parts, leverages pricing power for high margins, and has compounded at 30% annually, exploring whether it can sustain this growth.

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