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TransDigm: Strong Profitability Amid Mixed Results, But Valuation Still Stretched

TransDigm (NYSE: TDG ) has been a steady performer for years as a serial acquirer in the spare parts business of selling to government and commercial customers in the aircraft aftermarket. As the company justI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital ove ...