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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn OâMalley
Description: Daniel Mahncke and Shawn OâMalley dive into TransDigm â the aerospace supplier that turned âboring partsâ into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins.
IN THIS EPISODE, YOUâLL LEARN:
00:00:00 - Intro
00:01:19 - What TransDigm does, and how was it founded
00:14:45 - What makes TransDigmâs founders and philosophy so special
00:18:05 - How TransDigm uses debt to leverage returns
00:34:34 - Why TransDigm is basically a monopoly
00:49:41 - What TransDigmâs M&A Playbook looks like
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