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@LlamaBravo Avatar @LlamaBravo Ben Lachmann, CFA

Ben Lachmann, CFA posts on X about $tdg, $hei, hei, debt the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #


Social category influence stocks cryptocurrencies finance

Social topic influence $tdg #3, $hei #2, hei #28, debt, $fico

Top assets mentioned TransDigm Group, Inc. (TDG) Heima (HEI) Fair Isaac, Corp. (FICO)

Top Social Posts #


Top posts by engagements in the last XX hours

"@mply_cap @DimitryNakhla Further $TDG is way more aggressive on debt and has barely any insider ownership. They do have a higher quality product portfolio vs $HEI but not a slam dunk"
X Link @LlamaBravo 2025-10-15T03:26Z XXX followers, XXX engagements

"@mply_cap @DimitryNakhla Similar to $FICO I got the impression $TDG was squeezing customers on big price hikes and at some point there would be customer pushback (despite pricing power). Also valuations relative to industry means less when while industry is expensive"
X Link @LlamaBravo 2025-10-15T03:24Z XXX followers, XXX engagements

"@mply_cap @DimitryNakhla Id be curious how you opted for $TDG over $HEI and how you got comfortable with what appears to be a pretty rich valuation (but seems like the whole aerospace industry has crazy multiples)"
X Link @LlamaBravo 2025-10-15T00:10Z XXX followers, XXX engagements