TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode 8. fifty one. Today we're pitting two of the best businesses in the entire aerospace industry against each other, HICO and TransDime. We'll look at these two businesses mainly from two angles in quality and value.

Coming into this episode, I I assumed one of them would very much be the obvious choice for coming out on top of Really the more I research, I realized these businesses are a lot closer in terms of quality than I initially thought. Right, and I think it even got close enough that we really had to nitpick at some of these more subtle nuances of these businesses just to come to some sort of conclusion. But I will admit the tiny edges here and there do really add up. But I think there's actually one place where these businesses aren't that close at all. And that's in the price that you have to pay for them.

That's right. And one of them trades like the market already knows it's a much better business and the other Is price like it's just fine. So the real question today isn't only which Business is better. But which business would make the better buy today? Let's find out.

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