Fundamental Analysis of Transdigm

On the latest Fundamental Analysis Show we discussed Transdigm Group, an aerospace parts manufacturer.

Highlights from the Show:

1. Trailing EV/FCF of 44

2. Big acquisition of Esterline

3. Strong moat?

4. Has ridden a lot of industry/government tailwinds

Listen to the full show:

1. Spotify

2. Apple Podcasts

3. Google Podcasts

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