The Intrinsic Value Podcast发布 2026-08-28
《Ranking the Best Serial Acquirers in Markets: Tier List》
$TDG看跌
看跌TDG，给予B评级，因其“敲诈性”定价策略与低成本供应商相比被视为负面。
是的，所以 Trans 我已经提到过，非常相似。但 TransDigm 过去所做的，Munger 评论过的是，他们大幅提高了价格。理由是，这些零件中的一些，我看到一个数字，在一架 1 亿美元的飞机上可能花费 1000 美元，谁在乎我们把它提高到 2000 美元？这就是他们一直以来的推理。
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.