Some companies are just too hard to compete with. If you are not interested in $GE, I don't understand your investing style. After the highly successful spinoff, General Electric is now a pure-play aviation company. Here is the breakdown on the aerospace moat 🧵

Great Read about Semi testing

“Why isn’t $TDG a zero?” - Saas bears if they covered aero

Reflecting on AI and $CSU, I’m reminded of the internal tools I’ve worked on at tech companies over the last 8+ years. (I'm trying to poke holes in my thesis. I welcome any and all feedback. This is mostly rambling and thinking out loud...) Those systems were probably pretty

Great overview of the Commercial Aerospace Supply Chain. Long $TDG and $GE

Little Video about $TDG via NotebookLM

One of the best investments ever. $Hei Heico forbes.com/sites/maddiebe…

The biggest aerospace and defence companies in the US $GE $RTX $BA $LMT $NOC $GD $HWM $TDG $HEI

Spotlight on AmSafe $TDG transdigm.com/2024/02/12/ams…

$TDG to report today before open

TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They don’t do a lot of buybacks—only when they think it’s relevant

Transdigm $TDG Q1 2026 Report Stock down 10%, you know I bought a ton 😅

His palms are sweaty, knees weak, arms are heavy There’s vomit on his sweater already, moms spgi