🎙: Dissecting extraordinary long-term investments
Hosted by Will Thorndike and the team at https://t.co/Ta4DeY5xq2 in partnership with @joincolossus
Jul 12, 2022 • 7 tweets • 3 min read
Ahead of our first TransDigm episode on Thursday, dive into our internal research studying: 1. Value creation playbook 2. Historical performance 3. Approach to capital allocation 4. Notable crises 5. Peer group
A preview below… compoundinglabs.docsend.com/view/26sf7ks7r…
TransDigm’s returns are simply extraordinary. In the 28 years since its inception, an original dollar invested has compounded at ~36% to achieve >1,750X MOIC.
Remarkably, returns are evenly distributed across private and public ownership, reflecting a unique persistence.
Jul 10, 2022 • 4 tweets • 3 min read
We are delighted to announce 50X!
In each episode, we dissect an investment that has appreciated at least 50-fold, exploring key themes around long-term value creation ranging from operations, capital allocation, and culture to pivotal buy and sell decisions.
On Thursday, we’ll release our first episode of four on TransDigm, an aerospace components manufacturer that has returned >1,750X since 1993. We are joined by Nick Howley (Founder & Chairman) and Rob Small (Director) to unpack this extraordinary story. compoundinglabs.docsend.com/view/g7wnfukg5…
