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TransDigm

Discussed in 3 interviews.

Interviews

• Spring 2020 Alex Captain Cat Rock Capital Management Interview, p. 1 ↗, continues p. 4

  Alex was a partner at Tiger Global before he started Cat Rock in 2015. He makes the case for Just Eat Takeaway's room to grow in food delivery, plus Evolution Gaming and TransDigm.

  Companies: Just Eat Takeaway, Evolution Gaming, TransDigm InternationalQuality compoundersJudging management
• Spring 2019 Yen Liow Aravt Global Interview, p. 1 ↗, continues p. 5

  Yen came from Ziff Brothers and runs Aravt with a narrow focus. He talks about systems design, TransDigm's FAA-driven niches, and two holdings: Black Knight and GoDaddy.

  Companies: Black Knight, GoDaddy, TransDigm Quality compoundersTechnology
• Spring 2016 Alex Magaro Meritage Group Interview, p. 1 ↗, continues p. 14

  How Meritage got started, TransDigm as the business that looked worse than it was, and why beer distribution was worth giving up some liquidity.

  Companies: TransDigm Quality compoundersPrivate equityBuilding a firm