0:00 Introduction

2:08 What Does Trump’s Victory Mean for the Markets?

10:30 Breaking Down the Broader Economic Environment

16:30 Ultimate Long-Term Focus: Constellation Software

22:50 Similarities Between TransDigm and Constellation Software

24:20 Power Relationship Between TransDigm and OEMs

31:55 Fundamentals of TransDigm

37:15 How Will TransDigm Continue to Grow?

Barry and Ernest deliver a packed show this week. With Donald

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On Tuesday October 29th, 2024 seasoned investors Barry Schwartz and Ernest Wong hosted an exclusive webinar, Quality Investing for the Long Run. Discussing timeless strategies to build wealth and secure your financial future, even in a volatile market. Whether you're a beginner or an experienced investor, you'll gain actionable insights into long-term investment planning, portfolio management, and how to stay the course in an ever-changing financial landscape. Don’t miss out on this opportunity to learn from two experts who have navigated the ups and downs of the market for years.

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0:00- Introduction