Taking a position in TransDigm

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 Trump winning the 2024 Presidential Election, Barry and Ernest, provide their thoughts on what it might mean for your portfolio. They then give an overview of the current economic environment and the reasons why, they believe, stocks are hitting all time highs. Next, they discuss Constellation Software's earnings release which ties into the feature discussion - Baskin Wealth Management’s recent purchase of TransDigm for its clients. Here, they review the similarities between the two companies and lay out their investment thesis on TransDigm.