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Thursday, September 10, 2026

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TransDigm is still in it for the money

TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from sole-manufacturer components.

TDG $61B
scuttleblurb 1 click

From X

@majgeoinvesting

Maj Soueidan on X

$BWEN .. eh...Sales and backlog momo are strong, but still losses. Only watching to see if Co. can reverse a long history of losses, now that it has sold off its volatile wind power assets to $IESC to focus on its power generation equipment & supply chain segments. Interestingly, supply chain segment EBITDA margins were 19%, even though consolidated EBTIDA margins were 6.4%. Stock might actually rip on this KPI. Not quite sure. Do your own homework. Source: @InfoArbMonitor
@BrokenMoats 1 click

Broken Moats on X

Weird world to watch $RNG as the new memory stock. How much longer we think the squeeze in all things people were short 6 weeks ago lasts....getting pretty crazy to watch $WDAY climbing to $185. Doomsday at the lows, but not totally off base to reset off true profitability after years of sbc adjusted multiples. But the risks still remain, that structurally the barrier to generating code is lower, competition will increase as a result. And while there are advantages to certain players installed bases and data the moats have eroded to various degrees. Does anyone actually believe we need more phones, and more base level contact services in the future ($RNG) I doubt so. Its a pretty impressive counter trend, squeeze move against a clear trend (the reversal of May and June) but if you've benefited here from these rebounds I think you would be crazy to not only book profits but not find short exposure in this area, many of these companies even if they surrvive and can pivot to being ai beneficiary will go through some tough times in the coming few years as the prices decline for models and compute access

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Lululemon: Deep Dive Analysis

Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…

LULU $11B
Hated Moats 6 clicks
FTAI · long

Ftai Aviation LTD

FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.

FTAI $20B
Value Investors Club

Dollar Tree: Weathering The Storm

Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.

DLTR $21B
TSOH Investment Research 1 click
BE 2026-08-29

Bloom Energy: 5 Links That Cannot Break

Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…

BE $83B
Valuation Rewind 2 clicks

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