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"@oilman5791 Imagine if you could buy heico or transdigm like XX years ago"
X Link @breadcrumbsre 2025-10-15T07:29Z 25K followers, XXX engagements
"@oilman5791 My logic is the following: aircraft suppliers like TransDigm and Heico are some of the best businesses in the world so maybe this principle translates to suppliers to space companies like spacex"
X Link @breadcrumbsre 2025-10-15T07:28Z 25K followers, XXX engagements
"@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