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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
4
55 ratings
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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