Aircraft production is years behind schedule, extending the maintenance and repair cycle for both engines and parts. TransDigm's operating margin is double GE Aerospace's, yet GE trades at a higher valuation.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Hermès International Société en commandite par actions stock on February 3rd. The trade occurred in the Representative's "150

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Tencent Holdings Limited (OTC: TCTZF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Tencent stock on February 3rd. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Xiaomi Co. (OTCMKTS:XIACF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Xiaomi stock on February 3rd. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert Ray

Crow s Nest Holdings LP cut its holdings in shares of Transdigm Group Incorporated (NYSE: TDG) by 10.2% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,425 shares of the aerospace company's stock after selling 3,575 shares during

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.

Caprock Group LLC bought a new position in shares of Transdigm Group Incorporated (NYSE: TDG) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,705 shares of the aerospace company's stock, valued at approximately $3,784,000. Several other institutional investors and hedge funds

Thrivent Financial for Lutherans decreased its position in shares of Transdigm Group Incorporated (NYSE: TDG) by 33.7% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,171 shares of the aerospace company's stock after selling 1,103 shares during

TransDigm (TDG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Stock News Bezos backs Post amid sweeping cuts: Amazon (AMZN) founder Jeff Bezos' Washington Post slashed roughly a third of staff and eliminated its Sports dep