The Intrinsic Value Podcast - The Investor’s Podcast Network
TIVP046: TransDigm (TDG): A Conglomerate of Monopolies w/ Daniel Mahncke & Shawn O’Malley
This episode isn’t summarized yet
Create a free account and summarize it. In a few minutes you’ll have the key takeaways and a section-by-section summary.
Show notes
Daniel Mahncke and Shawn O’Malley dive into TransDigm — the aerospace supplier that turned “boring parts” 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, YOU’LL LEARN:
00:00:00 - Intro
00:01:19 - What TransDigm does, and how was it founded
00:14:45 - What makes TransDigm’s 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 TransDigm’s M&A Playbook looks like
00:54:14 - Where future growth is coming from
01:16:15 - Whether TransDigm is fairly valued
01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter to track our Portfolio.
Howley Interview with William Thorndike at the 50x Podcast.
Clay’s Deep Dive into TransDigm Competitor Heico.
Clay’s Interview with Niklas Sävås about Serial Acquirers.
TransDigm 2024 Analyst Day Webcast.
Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Public.com
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm