Oct. 23 at 11:07 AM
$TDG
TransDigm has built one of the most impressive business models in industrial America. The combination of proprietary products, aftermarket dominance, and regulatory moats creates genuine competitive advantages that should persist for decades.
But – and this is a big but – the current valuation appears to price in perfection. With
$31 billion in debt and a stock price that implies flawless execution forever, there's little margin for error.
https://stratafinance.beehiiv.com/p/transdigm
