In this episode, we explore our recent research on TransDigm and discuss:
How traditional OEM's approach OE and aftermarket pricing vs TDG
How TDG's aftermarket philosophy is unique 
How airframers could combat TDG bargaining power 
How we approached our research to understand TDG pricing power

In this episode, we explore our recent research on TransDigm and discuss: How traditional OEM's approach OE and aftermarket pricing vs TDG How TDG's aftermarket philosophy is unique How airframers could combat TDG bargaining power How we approached our research to understand TDG pricing power

TransDigm Group Podcast

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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TransDigm Group Podcast

TransDigm Group Podcast