TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds

I've been a fan of TransDigm (NYSE: TDG ) for a while now and it's always held a spot on my watchlist as a high quality company that's historically been just too expensive. In this article, I'llI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods ...