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
[PYPL] Paypal
PayPal tries again (and again)
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
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Continue reading →[UPWK] Upwork
Does Upwork have a future?
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
Continue reading →scuttlebits [TMO] Thermo Fisher
[scuttlebit] Thermo Fisher update
MBI and I recorded an episode of Never Sell recently (AI Doom, Veeva, Research and Writing) (Spotify, Apple, YouTube, RSS feed) [...]
Continue reading →[DHR] Danaher
[scuttlebit] Danaher update
It’s been nearly three years since I last wrote up Danaher and Thermo Fisher, so [...]
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