0:00 Introduction
2:08 What Does Trump’s Victory Mean for the Markets?
10:30 Breaking Down the Broader Economic Environment
16:30 Ultimate Long-Term Focus: Constellation Software
22:50 Similarities Between TransDigm and Constellation Software
24:20 Power Relationship Between TransDigm and OEMs
31:55 Fundamentals of TransDigm
37:15 How Will TransDigm Continue to Grow?
Barry and Ernest deliver a packed show this week. With Donald
Trump winning the 2024 Presidential Election, Barry and Ernest, provide their
thoughts on what it might mean for your portfolio. They then give an
overview of the current economic environment and the reasons why, they
believe, stocks are hitting all time highs. Next, they discuss
Constellation Software's earnings release which ties into the feature
discussion - Baskin Wealth Management’s recent purchase of TransDigm for its
clients. Here, they review the similarities between the two companies and lay
out their investment thesis on TransDigm.
