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TransDigm Group Incorporated (TDG): A Bull Case Theory 

We came across a bullish thesis on TransDigm Group Incorporated on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on TDG. TransDigm Group Incorporated's share was trading at $1,312.48 as of Ocotber 14th. TDG’s trailing and forward P/E were 42.62 and 31.15 respectively according to Yahoo Finance.

[caption id="attachment_567699" align="aligncenter" width="750"] Dabarti CGI/Shutterstock.com[/caption]

TransDigm Group (TDG), a core 0.32% holding in the portfolio, designs and manufactures highly specialized aircraft components, including...