The Intrinsic Value Podcast 对 $TDY 的判断变化
所以，如果我要比较这两者，我真的很喜欢Transdime，因为Nick Howley参与其中，他还参与了Perimeter Solutions，这是我实际拥有并在那里也报道过的另一家企业。
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.
如果你在一个竞争激烈的行业，有其他选择，你就不能这样做，对吧？但我认为这就是Transdime的力量。但再次，我认为我必须稍微把优势给Haiko。但我仍然会把Trans Dime放在，我想我会给Transime一个B。
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.
我可能对Trans Dime更悲观一些。因为我不喜欢这种几乎是敲诈性的商业模式，对吧，就像Charlie Munger不赞成的那样。
>> 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.
我对Transime不太熟悉。我不认为它完全像FICO的情况。但我不喜欢FICO的地方，类似于Transime，就像我说的，这种敲诈性的定价策略。
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.
所以我不知道我对Transime的看法。我可能会把它放在C，但如果你想要B，也许B到C之间。我也这么认为。我认为你是对的。我想我们可以把它放在C。你提出了一个很好的观点。我想我可能低估了那些监管问题在长期内的重要性。
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.