$TDG Transdigm Group Tape Reports
Per Ticker.id: $TDG Transdigm Group Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-07-28 20:40 UTC.
Yeah, I mean, there are a few Boeing suppliers on my radar, and Lou's right that some of the suppliers that could benefit most from this are trading for kind of nosebleed-level valuations right now. Uh, just to name a few, like GE Aerospace, Howmet Aerospace, Transdigm— there are all Boeing suppliers that are on my list, and if they experience any significant price weakness, I might take a look. MOOG is one that I still kind of like at the current valuation. It's spelled MOOG, it's pronounced MOOG, but that's one that looks pretty interesting right now.
Matt Frankel — Motley Fool Hidden Gems Investing · Paypal to Stripe: You’re Going to Have to Do Better Than That · 2026-07-28I don't know if I can articulate this question properly, but in some ways I keep thinking of you as a connoisseur of these underlying structures, these systems, these graphs that you've identified, not just in the companies that we've discussed so far, but also in all of the other companies that we could have discussed, whether it's Perimeter Solutions or Transdigm or Amazon, there's always some underlying structure that you're identifying. It might be a company that's just unbelievable at delivering stuff incredibly effectively or incredible at persistent incremental improvement over time. So you are always looking for these systems. And I'm kind of wondering when you look at your own life, your life as an investor, but your life beyond investing, if you think about how to structure it as a sort of system that creates long-term value. Because I'm sure in some way, even though you don't talk about it publicly, you're applying the same way of thinking, the same perspective, the same ability to look at systems and structures that create value. I'm sure you're thinking of your life in that way.
William Green — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · RWH070: Hunting For Hidden Treasures w/ Christopher Begg · 2026-07-26Yeah, I mean, probably because the guy collecting that fee is the same guy who turned TransDigm into a compounder that outperformed the market for a couple of decades.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23We have discussed many holding companies on this show, and we own a few of them in our intrinsic value portfolio, businesses like Exor, E-X-O-R, and LyftCo. But you can make the argument that Amazon, Berkshire, and Google are holding companies as well, just with massive, massive business units and trillion-dollar market caps. And anyway you look at it, we clearly think holding companies can be good businesses as long as they're anchored by high-quality assets that generate cash consistently with top-notch management teams allocating capital. And so when it comes to Exor, the main reason we own that holding company in the portfolio is because of its Ferrari stake. And so even though the other assets are just okay, The Ferrari position is again, the real reason we own it. We get to own Ferrari shares at really a very steep discount relative to what it would cost to own the shares directly with the ticker RACE. But Kyle, I know you're a big fan of serial acquirers, which is why we also now own LyftCo. And one business we don't own, however, that is probably one of the best examples of what we've been talking about because its founder Nicholas Hawley was wildly successful with Transdigm and also with a company known as Perimeter Solutions.
Sean O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23And Nick Howley is really only the start of Perimeter Solutions' superstar board and executive team. This team also includes the likes of William Thorndike, who wrote the exceptional book that I know that you're a big fan of, Sean, The Outsiders. And he's actually also a really good investor himself with a net worth of a few hundred million dollars, much of that invested specifically into the business that we'll be covering today, Perimeter Solutions. Then you have Tracy Britt Kuhl. So Kuhl worked at Berkshire Hathaway for 11 years prior to opening her own fund, Cambrook. While at Berkshire, she spent about 5 years working in their HQ, specifically with Warren Buffett. She was also the CEO of one of their subsidiaries, Pampered Chef, which I got a chance to check out this year at the AGM. And then she was also on the board of multiple Berkshire Hathaway subsidiaries like Kraft Heinz, Benjamin Moore, and Johns Manville. But the Howley connection is where I think the real story is because Howley just created a ton of shareholder value at TransDigm. And that business has compounded its share price at 22% since 2006, not including dividends. To compound at a rate that high for two decades is definitely what I would call an anomaly.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23And part of Hawley's strategy with Transdigm was to sell products that were niche aircraft industry parts, which he did strategically by buying up more and more businesses to complement that product stack in this very narrow niche. But the secret sauce was in buying businesses that had a very sticky customer base, didn't cost more than 1% of their customers' total spend. So they were a small fraction of the cost input structure in these B2B sales, and yet they were very integral to their customers' businesses. So what is an example of that? Well, imagine the most boring essential parts of a plane, like the seat belts, pumps, valves, ignition systems, and even things like cockpit security systems. They're really, really mundane, but essential for flying a plane safely. And because TransDigm owns businesses that sell these products, and famously so, they have sort of a quasi-monopoly in the industry, and that's allowed them to compound that incredible returns for a long, long time.
Sean O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23Yeah. And that's really the vital connection here. Howley has a background specifically in private equity, And TransDigm was a private business doing the exact same on a much smaller scale before it went public. The strategy was pretty simple: buy small, highly profitable niche businesses inside the aircraft parts industry, then just roll them up and use the cash flows to buy more.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23Halley clearly had a lot of success with TransDigm, but what I'm having a hard time figuring out is why he has decided to diversify himself into a totally new business in Perimeter Solutions. I mean, isn't his plate full enough with TransDigm, or is he just one of these entrepreneurs with endless engine and energy.
Sean O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley · 2026-07-23