TDG
Transdigm Group Incorporated
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Warfare persists, and investors place bets on odd defence stocks.
Endexx Announces Strategic Partnership With Italy-Based Marketing Firm XVI Ventures
Can’t trade Columbia Care / Cannabist Company Holdings anymore?
Tips on how to research effectively for a newbie in Europe.
I smell blood in the water - exploiting potential $FB Related margin calls
I smell blood in the water- exploiting potential $FB related margin calls
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What surveying companies are you looking at? I bought a little TDG for the purpose and it is my top loser in terms of percentage
TDG is resting at its supposed floor 1250 (buyback kicks in at this price)
newly initiated ticker Gldm old ticker and recovery only Lly, baba, jmia, ldos mrvl and bidu Old ticket added more: Too many to remember Still underwater but closer to breaking even PSX, IEO, Mrk, dvn Still underwater but far to break even percentage >10% cop, TDG, dvn, bidu, baba, jmia, LNTH, This year's real worst performance so far Bitcoin.
Happy to be buying CSU, META, MELI at these prices Happy to have brought TDG, BN and AWK My mega cap tech concentration is greatly reduced. I have also built smaller positions in the following CLMB, HWKN, FEIM, PANW. Was considering V/MA but that idea on the shelf rn due to too many positions.
Picked up some TDG recently on the selloff, HWM has shocked me with how strong its been last 2 years
Nice work building an ESG portfolio with actual conviction. Here's what to watch: **Liquidity concerns:** Yes, niche ETFs have wider bid-ask spreads (0.2-0.5% vs 0.05% for VT). BUT you're young and long-term focused. This only matters if you panic-sell during crashes. **Test:** Check TradingView for EPA vs TDG spreads during March 2020. If spread stayed <1%, you're fine. **EPA vs TDG strategy:** Smart diversification. DEGIRO's exchange fees matter more than liquidity differences between Paris and Frankfurt. **Math:** If DEGIRO charges €2.50 per trade regardless of exchange, EPA vs TDG doesn't matter. If they charge % fees differently, run the numbers. **Active stewardship premium:** BNP Paribas and Amundi vote at AGMs and engage management. This creates 0.1-0.3% annual drag vs passive screeners. **Is it worth it?** If ESG alignment helps you hold through -40% drawdowns, yes. If you'd sell anyway, save the fees. **What you're missing:** 1. **Tracking error:** Min TE (Minimum Tracking Error) ETFs sacrifice ESG purity for performance. Check if this aligns with your values. 2. **Geographic concentration:** 10% Europe ESG might duplicate world exposure (Europe is \~15% of MSCI World anyway).
TDG is going for it though ;) NASDAQ is a bit in consolidation
As i mentioned in my other post, i’d invest NEW money of $10k to 1 qcom 2 baba 3 bidu 4 Acn 5 oil refineries psx cop and hal 6 beaten down pharmaceutical companies with limited amount 7 boring plumbing companies. Ferg JCI TT 8 insurance companies prg chubb 9 aerospace & in the air company : TDG HWM AXON 10 lly mrk pfe 3% limit
only one that isnt finance/tech adjacent: MNST - similar philosophy to KO (Buffet), but also possible caffeine bubble (Joseph Carlson) TDG - monopoly on aerospace parts
Go find his short thesis—which included vague accusations of criminal wrongdoing—on TDG when it was in the high 200’s and see how well that did.
So we basically have the Mag-7 here and then two meme stocks. Palantir and Robinhood have virtually no moat sorry, until PLTR has a proven track record of being impossible to replicate or offers some feature that nobody else can then they will have a weak moat. What about companies like V or MA? How about credit ratings like SPGI, maybe even FICO. Then you have companies like TDG which buy up all competition in aerospace parts. The duopoly of EDA software with CDNS and SNPS. Nobody seems to look for quality anymore it’s just what’s popular. Some of the choices here are fine, but there are much better moats out there.
TDG dipped a lot and the earnings didn't seem that bad. Anyone have thoughts? I bought a few more shares
TDG with a nice dip today, solid compounder with a very deep moat.
You're wrong. Took me few minutes to see his SEC Form managed by Warburg Pincus Private Equity. 21,351,492 shares of common stock TransDigm Group INC TDG
I know but I mean the actual US price will dictate what'll happen later today. I also just bought on TDG.
Loar Holdings (LOAR) The test case for a company with LOAR's strategy (aggressive M&A in the Tier 2/3 Aerospace parts space, irreplaceable supplier to major Tier 1 Aero/Defense companies) is a company like TransDigm (TDG). I'm not saying it will play out in exactly the same way, but the seeds are there. If you read LOAR's financial reports, they've made 17 acquisitions since 2012 (rate of 1.4 per year), with no plans to decelerate. At the same time, the emergence of a potential conflict with Iran spurs the need for supply chain regionalization/nationalization, just as the Iraq war coincided with TDG's early, aggressive M&A push and broader U.S. defense sector spending. It's early, but I think LOAR has the secret sauce. Might not get to TDG levels, but I'm willing to take the ride.
Two stocks that i am really bullish on RBLX and TDG [https://www.gptplots.com/?ticker=RBLX](https://www.gptplots.com/?ticker=RBLX) \- - Looking good here too GenAI will help make 3d worlds faster and better TDG is the big defense supplier that is full of under the table deals. They sell soap dispensers to defense for like $500 among other supplies. In the current regime, this company will print money [https://www.gptplots.com/?ticker=TDG](https://www.gptplots.com/?ticker=TDG) [https://www.gptplots.com/?ticker=PGR](https://www.gptplots.com/?ticker=PGR) PGR looks pretty solid on the charts here. seems 10% by eom looks possible
if you want to pick aerospace / defence i would rather go with RTX : [https://www.gptplots.com/?ticker=RTX](https://www.gptplots.com/?ticker=RTX) TDG : [https://www.gptplots.com/?ticker=TDG](https://www.gptplots.com/?ticker=TDG) ( been holding since 1200, the forecast has been bang on for this one) On healthcare : None that look great. I do like CAH play, though. There is an old swell and this one would benefit from it. Short term not so great [https://www.gptplots.com/?ticker=CAH](https://www.gptplots.com/?ticker=CAH) Or an insurance play like UNUM [https://www.gptplots.com/?ticker=UNM](https://www.gptplots.com/?ticker=UNM)
Transdigm TDG, Shopify SHOP, Apple AAPL, Microsoft MSFT, and Amazon AMZN.
from XET or TDG. Every big etf for the sp500 also has a eur version
Might invest in TDG, on ur 2nd mortgage with the 3rd wife, we will always rely on war for profit.
People should check out TDG.v. Gold company with heavy insider buying. Literally a gold mine!
Feels like yesterday doge was gonna kill $TDG, now new ATH how about that...
The mining industry is a tricky one.. I’ve found it largely comes down to specific company performance, fund-raising ability, and management team (and the mining results of course). This sounds obvious, but I think is nuanced particularly with mining. For example, a lot of the junior mining industry is funded by investors utilizing flow-through shares which they can use for tax incentives elsewhere in their portfolio. Many of these investors then dump their shares, artificially deflating the values of good mining picks. Gold is basically at an all time high, however overall mining costs as well are up. Permitting is as challenging as ever and many small companies are struggling to raise funds. Companies like TDG gold have recently gotten lucky due to nearby results from other mining companies but have been slow to produce their own results and progress their operations. Many others are the same. Understanding the data released and likelihood of “striking gold” on a company by company level is quite important, and timing investment to correspond with tax years appears to work somewhat, if you can find a company with good bones. This takes real geology knowledge however, and not just macro technical DD.
hearing chitchat in the city of London that Senior plc $SNR will be bid for. lonestar already bid 200p in 2021 (40% above todays close) and that was rejected. Pressure on board to act. Caz is broker. 70% of biz is high quality aerospace/defence parts impacted by temporary Boeing issue. Deal size is not an issue on $600m mkt cap. Ametek (40bn) would be a strategic with plenty of overlap in aerospace thermal management. $AME also $TDY or $TDG could be easy deal for them. Boeing issue is volume driven and temporary. only 5% is passenger cars.
Highly regarded question: So if NSDQ is closed today, Nvidia doesn't move. But TDG is open, does that mean that if TDG Nvidia will go up so will NSDQ Nvidia tomorrow?
I was just looking at Transdigm (TDG) and saw that their retained earnings went from -3.42B to -7.36B in a single quarter despite having a positive net income. Can anyone please explain this?
First I've heard of TDG. Thanks for the name.
Feels sort of like a jr version of TDG at first glance. Has done very well so far.
Anyone buying today TDG for $75 dividend?
Anyone buying TDG to get a $75 dividend?
TDG is mooning too according to Yahoo Finance... Although, RH is showing a lower price
I prefer TDG and Heico in aerospace
Me:  had this date circled... Been beaten up so crazy I just SAT and looked stupid while lilly PRINTED... and TDG this week
Shorted CAT... and didn't buy my TDG calls .. hug me Intel Granny
Both TDG and HEI have seen significant multiple expansion over the past decade. Future returns will almost certainly be significantly lower.
I wouldn't be bullish over the long-term because I just don't think the long-term returns for the company since IPO have been all that compelling. Could I see an oversold bounce? Sure. Long-term if I wanted aerospace exposure I'd much rather get and forget TDG or HEI, both of which are superbly managed companies that have delivered - particularly in the case of the latter being up about 118,000% over time - for shareholders consistently over time.
So it pumped 30% on the TDG stock exchange. Can i still ride the wave if i buy RVN on the nasdaq?
TDG - make proprietary airplane parts
Unfortunately I have absolutely no expertise or insight into the future of the aerospace business. Why no one else can do what they do, in the case of TDG.
100% TDG, jk, just leave Boeing out and you'll outperform.
Fundstrat Super Granny Shots: NVDA ANET JPM TDG GOOGL
Tickers: TDG,NOC,LHX,HWM,TXT,CW,CAE, ERJ You're very welcome
Culp is an elite CEO, GE Aerospace is an excellent business but not quite as good as TDG/HEI
I’ll stick with TDG, even though they dipped today. Also funny how you don’t realize NVDA is a defense stock
Why did TDG dump? It’s literally a defense stock. Oh well, more for me
European regard here. Bought about 8hours ago in TDG . Bought Aurora at 7.6 euros and after a while it dropped to 6.5 for the rest of the day but it seems it recovered for now. Crazy how volatile and timing can benefit (i could be sitting at +10% already). Also bought Tilray at 2.8 and after a while it dropped to 2.2 (really unlucky with my timing). Anyway I hope for the best, but this whole thing made me stressed. Gonna roll some for 
Sorry investment isn't going well. Wouldn't recommend investing in airlines - would rather HEI/TDG in aerospace. If LUV is down on fewer deliveries from BA, every other airline likely also to be impacted. Kinda can't believe BA isn't down more.
I don't think it's a bug, it's probably the same stock on different Market place. For example, you can buy some stock on "trade Gate"(TDG) exchange or "New York stock exchange"(NYSE). Price can differ from one to another, as well as the ticker.
I'd rather own HEI or TDG if I had to own aerospace related.
I'm long on TransDigm (TDG) airline components.
Can anyone explain what is the difference between these two stocks? They both represent “CTT Correios de Portugal, S.A.”, but I don’t understand the difference. What do the numbers and letters mean? Thanks “ELI CTT PTCTTOAM0001” “TDG C7T PTCTTOAM0001”
Combining my intuitions with their quant rankings I’ve invested in about 12 different companies since I first subscribed that I wouldn’t have found otherwise. Only 3 of them were major winners. $SMCI, $TDG, and $CELH. Most of the others like $OPRA, $SQM, and $HHS were basically duds. SeekingAlpha and GuruFocus are the only two investing websites that I’ve found that pay for themselves.
Buy some TDG, it’s around your price point
TDG has been doing very well, so has BWXT
How would you play calls on TDG, NVDA, or another stock you are bullish on?
Everyone loves to talk about $NVDA but no one is talking about $TDG. $TDG had a ~$7.2 EPS and it's trading at $1,128.
Am I the only regard who bought $TDG?
> company still growing that reminds me of META in Oct 2022 This was brought up a lot last year. Not at all an apples-to-apples comparison - fintech is commoditized, highly competitive, limited and yesterday's inane "shock the world" presentation showed that. The bearishness may have gotten a little overdone but the cheerleading of companies that are not great on here (mediocre management, persistent industry and/or company headwinds issues, etc) and then the inevitable frustration and complaining when the stock continues to disappoint (see PYPL all last year, see PFE all last year, see a few other things) is dismaying. I had so many arguments on here about PFE last year and it's perplexing to me the level of enthusiasm and energy that this sub had about a company whose shareholder returns over the last couple of decades have been crap. PYPL is not a bad company, it's not a great company and the decline over the last couple of years or so should be telling people that there are issues with legacy fintech - in 2020/21, you had every other fintech going, "now with crypto!", "now trade stocks!" Fighting over checkout real estate to get their "buy now" button. It's not a great business and it's competing against Apple who can afford to compete in payments whereas with PYPL it's the whole business. Paypal is limited: their presentation yesterday didn't excite people and felt like things other people have done already. "Shock the world" presentation turned out to be stuff that feels like table stakes and it makes the new CEO look silly and red flag-y. They can't really buy something entirely different or you risk a revolt like the failed PINS purchase - and looking back, that failed PINS purchase tells you a lot. So many people last year, "they can buy back stock!" Can they do it well? Are buybacks in/of itself that exciting when the business itself isn't? How about a good business that is doing buybacks instead? Good luck to you - genuinely - but honestly the "buy the big name I've heard of and is down a lot" was such a big topic of conversation on here last year and didn't work pretty much across the board yet seems to be a primary topic again so far in 2024. Meanwhile, well-run companies continue to do well - for all the "I'm not buying LLY, look how cheap PFE is and they have an obesity drug too!" I saw last year, the stock failed the obesity drug trial, took down FY24 guidance and is down another 8% or so to start the year. People trying to pile into BA rather than just enjoy quietly, consistently successful TDG or HEI. Companies that disappoint over a long enough period often continue to.
You are the only other person I’ve ever seen mention TDG 😂 I picked up some around $300 back after the pandemic but sold at $500 before the end of the year. Hadn’t checked it in a while and Jesus Christ what a run
Still not sure why people are so into BA when TDG and HEI exist. "BA is too important to go bust" is not a good thesis. Something can be part of a duopoly and be mismanaged - while it may not go to 0 you can do better elsewhere. Just ask long-term T/VZ shareholders.
Why BA when HEI/TDG are better businesses? Ford has been a terrible stock for eons - I'd rather (and looking at the recent decline I'm considering it) buy Porsche 32% off the high. ENPH could bounce if we have a sustained move back to lower rates, but you've had a 72% move off the bottom a little over a month ago already.
I remember forming the opinion that HEICO was the elite operator in the space, with TDG close behind. These trade like quality stocks though. Any cycle bottom road kill that you know of?
Based on what Kuppy said, and what I am reading, the backlog was there but now it is way worse. TDG has run up a lot. It certainly doesn’t look cheap on the surface.
I've owned $TDG in the 600s but I think its ran up own price quite a bit. The backlog in aircrafts is nothing new - a lot of ppl were talking about it even a few years ago. The concept of travel is undergoing a new paradigm. A lot of millennials list travel as an essential requirement.
TDG - they’re raking it and will continue to do so. Best aerospace play
I got a crazy idea but not sure if it's worth the play, maybe I'm understanding this incorrectly. TDG has a special dividend of $35 that was announced last week. Tomorrow is the EX date. Puts are super cheap see below. Stocks usually drop the amount of the dividend on the ex date. If this holds true here wouldn't there be a decent payout at an OTM 1DTE put.. like the 970 below? https://preview.redd.it/pjchb438qr0c1.png?width=1440&format=pjpg&auto=webp&s=c04a4c25adfbba164b0ce0f44128f71521ea8d9c What do you guys think, is my logic off here ?
I would really like to know some of your picks. It is also possible to create your own portfolio of stocks that are less risky than the SP500 while also capturing more of the upside. Example: V, UNH, ROP, TDG, MCO, CTAS, ROST, MTD, BMI, LRCX.
Hi everyone, Columbia Care recently switched names to Cannabist Company Holdings as many of you know, and since it happened I can no longer trade it. I currently own 1750x stocks and can’t buy or sell them. I’ve purchased them through TDG (Tradegate) on broker DEGIRO. I’m located in the Netherlands. Anyone here know what this is about? Thanks in advance!
> I know I don’t have the temperament nor discipline in general for seeing my money go up and down every day! If you have industry-specific knowledge, but if you do and want to make a bet on it medium/long-term, why not have a mildly diversified basket of aerospace stocks? I don't recommend having 33% in any name or theme, but maybe 20-25% in a basket that is anchored primarily by high quality, profitable names - LMT, HEI, TDG, etc - and a smaller subset of more speculative stuff? There's nothing wrong with not tolerating volatility, especially in regards to having a huge % in a small company. But if you do have knowledge ("I had worked with their satellite data extensively") why not make a broader bet that you can see all the way through (especially if you see this as a medium/long-term thing) more easily? "good stock is different from good product." Very true. Difficult sometimes. Good luck.
> I really think the only obstacle to CPRT is full self driving, and I think we have a lot longer on that that most here think. Hate to say this and perhaps I'm cynical but I think there's a number of themes that I see younger people excited about on Reddit that I think are going to lead to disappointment in the years ahead. There were so many people who piled into clean energy etf ICLN in December 2020 thinking that clean energy was "easy money" given the election results. ICLN is down about 55% since and you'd have done better since in fossil fuels/XLE. We are decades from mass adoption of self-driving for one, and for all the excitement about space, people's bets on SPCE have lead to a near-complete loss (and nobody wanted to hear anything negative when insiders were dumping at much higher levels.) Space tourism is eons away and the bizarre discussions in 2020/21 about things like "space mining" - mining isn't a great business on Earth. Space in general is going to continue to be a difficult theme at best and if people want that, they'd long-term be better off in aerospace names like HEI/TDG than piling into speculative stocks. People should focus on things that can readily address signficant current problems now - part of the reason why LLY/NVO have done so well this year.
Depends on why the company has negative equity, and if the revenue and earnings CAGR is per share or absolute basis. As there are a number of cannibals (that repurchase stock or have debt financed distributions, such as TDG, AZO, or DPZ) that I would definitely be interested in. But it also comes down to a bit of the business model and what exactly they are doing with the cash flow (okay and ROIC).
Hi, recently started to invest into ETF's through Degiro. I'm not sure if the currency in which I buy the tracker matters. Is there a difference in currency exposure when buying VUAA in dollar on LSE vs euro XET/MIL/TDG? Is there any reason at all to buy in another currency?
Largest Longer term holds this year: AMZN, TDG, RS Bought a ton of indexes Lots of swing trading smaller names. About a dozen or so swing trades YTD
Obviously do your own DD. But here’s some positions I’ve been holding and building upon. Large: AMZN Mid: TDG Small: RS
I don't like DFEN perecentages. I am pinpointing makers of the equipment already in the field, and medical disposables. I would chop DAPXX, HWM, NOC, TDG, and add some MMM ​ DFEN has below: BA BA 11.12% DAPXX DAPXX 24.39% GD GD 2.94% HWM HWM 2.80% LMT LMT 5.12% NOC NOC 2.92% RTX RTX 13.36% TDG TDG 2.83
My babies are TDG, AAPL, and SHOP
TDG - Transdigm group
u/JournalistFew2794 I am enjoying your analysis. Regarding the aerospace sector have you looked into Transdigm $TDG?
Hi guys, as en european with (currently) weak €/$ I decided to invest in apple but in Euro, so I used Tradegate exchange with the following details: TDG | APC | US0378331005 | EUR | So far everything is fine, then I decided to buy a put option, as an "assurance" because I saw it is a good practice when lot of money is involved, however I can only buy put option for a stock I own, and I don't own AAPL, because I currently own APC My question: is it possible to buy a put option as an insurance according the fact I don't own the true AAPL stock in USD ?
Good beat from TDG. My play on airlines.
Yes, TDG let's Europeans trade US stocks in EUR.
You can just go to the TDG exchange website and check it there iirc.