TransDigm: Private Equity in the Public Markets with Rob Small
Rob Small contrasts TransDigm with traditional private equity portfolio companies, examines TransDigm’s capital allocation, and dissects Berkshire’s and Stockbridge’s position management over time.
Will Thorndike: The Power of Long Holding Periods
Will joins Patrick O'Shaughnessy on Invest Like the Best to discuss multi-decade holding periods and they tie into both investing through Compounding Labs and the 50X project.
TransDigm: Operator to Capital Allocator with Nick Howley
Nick Howley on TransDigm’s approach to special dividends and leverage, meaningful acquisitions, the prior three decades, and the future beyond $50 billion of Enterprise Value.
TransDigm: Redeeming the Most Painful Loss with Rob Small
Rob Small discusses the core elements composing TransDigm’s business quality, Berkshire’s and Stockbridge’s initial investments, and the trajectory of Rob’s conviction.
TransDigm: Foundations with Nick Howley
Nick Howley explores TransDigm’s foundations under private ownership, digging into its core value drivers, decentralized culture, differentiated compensation program, and early M&A motion.