TDY is rated C/bearish due to extortionary pricing model and regulatory concerns.

So, if I were comparing the two, um, and again, I really like Transdime because Nick Howley is involved and he's this the he's involved with uh Perimeter Solutions, another business that I I I actually own and that I've also covered as well on there.

And you know, if if you were in a super competitive industry where there were other options out there, well, you couldn't do it, right? But that's I think that's kind of the power the power of of Transdime.

But again, I just I think I would have to give the edge here slightly to Haiko. But I would still put Trans Dime in in I think I would give Transime a B.

>> I'm probably a little more bearish on uh on Trans Dime. Um just because yeah I don't love the I don't love the um it's almost like an extortionary business model right like Charlie Mer um didn't didn't approve of it.

Uh, and, you know, I'm not I'm not as wellversed in in Transime. I don't I don't think it's quite like the FICO situation. Um, but you know what I don't like about FICO, similar to Transime, is like I said, um, really this like kind of extortionary pricing tactics.

Um so I don't know where I fall with Transime. I I would probably put it I could put it squarely in C, but if you want it in B, how maybe B to C right there with >> I do too. I think I think you're right.

I think I [laughter] think I think we could put it in C. You you made a really good point there. I think that I think I may be discounting um just how important those those regulatory issues are over a long period of time.