Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto It’s been more than 7 years since I first wrote up Transdigm. Honestly, not much has changed. I mean, yes, we had a global pandemic that decimated commercial aerospace traffic and sure, surging inflation and parts shortages followed in its […]
Category Archives: [TDG] TransDigm
In the Spring 2019 issue of Graham and Doddsville, John Hempton was quoted as saying: “In my case, [I usually want to own] a company that makes a widget that is a small yet important part of a bigger thing, has high switching costs, and has incrementally improved over time. I call this the trifecta. […]
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