HEICO [HEI]

HEICO: The Berkshire of Aerospace

In my last article, I talked about a false dichotomy between TDG and HEI. If anyone is pitching this dichotomy when discussing investing in aerospace, stop getting investment advice from them. They don’t know what they’re talking about. TDG and HEI barely compete. There’s about a 2% overlap between their products. Their management teams are …

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The Razor-Razorblade Model: TransDigm Group

Lots of people are asking nowadays: do I invest in TDG or HEI? I think that’s the wrong question to ask. Anyone who poses the question like this probably doesn’t know much about the aerospace industry, and you’re better off not asking them for investing advice in the future. So, what’s the difference? TDG is …

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