The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP851: HEICO Vs. TransDigm: Whose Aerospace Monopoly Is Better? w/ Kyle Grieve & Shawn O'Malley
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benefit from high cost of failure and regulatory scrutiny that makes customers stick with proven parts
“You’re supposed to take cost benefit analysis… little things… what’s the cost benefit analysis of bothering myself about the driver…? It’s 100% cost, zero benefit.”
“We should have a regulatory agency just like the FDA where you do all this stuff… it would weigh risk-benefit before allowing changes.”
“I remember taking a hose out of the dipstick, putting a hose on the dipstick because the base pressure in the engine got too high and sticking it. It was blowing oil out through the dipstick and sticking it in a gallon jug.”
“As long as you make sure that you're up in high-quality private credit, high-quality private equity… investment grade… able to pay the higher debt servicing costs.”
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