That TransDigm, a proprietary, sole-sourced parts provider with a business model narrowly designed to maximize shareholder value should, well, produce tons of shareholder value, is perhaps unsurprising. That HEICO, with an opposing value creation ethos, generates comparable returns on capital selling generic PMA parts, is less intuitive. A PMA part is an aircraft or engine […]
Category Archives: [HEI-A] HEICO
Rippling UKG [ADP] ADP
A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on [...]
Continue reading →[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
Continue reading →[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
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