“Ranking the Best Serial Acquirers in Markets: Tier List”
Bearish on TDG; rates it a B due to 'extortionary' pricing tactics that are viewed negatively compared to low-cost providers.
Yeah, so Trans I already mentioned, I mean, it it's very similar. Um but what Transdime has done in the past, and Munger commented on it was that uh they've increased their prices quite substantially.
And you know, the reasoning being that some of these parts, you know, I think I saw a number, you know, it might cost $1,000 on a, you know, $100 million airplane. Who cares if we raise it to $2,000?
That's kind of what what what their their reasoning has been over time.