How the Pricing Power Helps TransDigm Group Incorporated (TDG)?

2 months ago 20

Soumya Eswaran

Thu, Apr 10, 2025, 7:58 AM 3 min read

Andvari Associates, an concern absorption firm, released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the archetypal 4th the money returned 7.2% nett of fees compared to the SPDR S&P 500 ETF’s 4.3% decline. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its archetypal 4th 2025 capitalist letter, Andvari Associates emphasized stocks specified arsenic TransDigm Group Incorporated (NYSE:TDG). Headquartered successful Cleveland, Ohio, TransDigm Group Incorporated (NYSE:TDG) is an craft components shaper and supplier. The one-month instrumentality of TransDigm Group Incorporated (NYSE:TDG) was -0.99%, and its shares gained 6.65% of their worth implicit the past 52 weeks. On April 9, 2025, TransDigm Group Incorporated (NYSE:TDG) banal closed astatine $1,317.07 per stock with a marketplace capitalization of $69.08 billion.

Andvari Associates stated the pursuing regarding TransDigm Group Incorporated (NYSE:TDG) successful its Q1 2025 capitalist letter:

"For the fistful of companies successful Andvari portfolios that bash marque carnal goods, they each stock a mitigating factor: they each person supra mean pricing power. The root of their pricing powerfulness stems from selling products that are captious to the extremity idiosyncratic and yet are a tiny proportionality of the customers’ full costs. They besides often bene t from precocious switching costs. Danaher, Mettler-Toledo, Zoetis, and IDEXX autumn into this camp, arsenic good arsenic TransDigm Group Incorporated (NYSE:TDG).

An aerial changeable of a modern commercialized jetliner successful flight, its wings glinting successful the sunlight.

TransDigm Group Incorporated (NYSE:TDG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge money portfolios held TransDigm Group Incorporated (NYSE:TDG) astatine the extremity of the 4th fourth compared to 71 successful the 3rd quarter. While we admit the imaginable of TransDigm Group Incorporated (NYSE:TDG) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

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