Towards the beginning of this year I put together a research report on TransDigm (TDG) for my clients. TransDigm is an exceptional company that operates in the aerospace parts industry and is unique among virtually all other public companies in that operates on a private equity business model. I've recently updated the report and you can read the bulk of it by visiting Beyond Proxy.

If you have any interest in seeing a nice-looking PDF that comes with an extra page or two of TransDigm's historical financials, just reach out to me!


Get more with Andvari's e-newsletter. Every two weeks, we share insights on great companies, exceptional leaders in business, and related topics in a digestible email format. Click here to sign-up.



Investment strategies managed by Andvari Associates LLC ("Andvari") may have a position in the securities or assets discussed in this article. Andvari may re-evaluate its holdings in such positions and sell or cover certain positions without notice.

This document and the information contained herein are for educational and informational purposes only and do not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This document contains information and views as of the date indicated and such information and views are subject to change without notice. Andvari has no duty or obligation to update the information contained herein. Past investment performance is not an indication of future results. Full Disclaimer.

© 2020 Andvari Associates LLC