How The Intrinsic Value Podcast’s view on $TDY changed

2026-08-28Bearish
“Ranking the Best Serial Acquirers in Markets: Tier List”
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.