TransDigm Group, every mention
2 scenes (said by Jonathan Tepper) · ← back to TransDigm Group
tap a year for its mentions
every year anyone Rob Small 12Jonathan Tepper 5Pat Dorsey 1Anil Seetharam 1
Verbatim, from the transcripts: the passages where TransDigm Group comes up
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 26:39 Jonathan Tepper And I think that these are not great companies, and people often tout some of these, and you have some like Transdime, for example, which relies on FAA certification and are pretty open about they triple the pricing when they purchase a…
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 36:12 Jonathan Tepper A classic one that hedge funds love and that I think is horrific is Transtime. 4 times in the scene