Chris Hohn and finding quality in Aerospace sector
Transdigm offers compelling value as a highly specialized aerospace components supplier with 90% proprietary products and 55% aftermarket revenue. Tailwinds from fleet aging, Boeing/Airbus production ramps, and defense spending support valuation near fair value (~$1,100), with 12% annual return potential from current levels.
At post $1,107.99·Now $1,098.47-0.9% since postedas of Oct 23, 2:45 PM ET
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“Listed in top-tier watchlist”
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Index and analytics provider with strong secular growth drivers and sticky customer base. Listed in author's top-tier watchlist.
At post $558.97·Now $615.62+10.1% since postedas of Oct 23, 4:45 PM ET
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3d-1.8%
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1m+0.8%
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“Listed in top-tier watchlist”
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Leader in robotic surgical systems with significant market opportunity ahead. Preferred over Boston Scientific due to stronger growth trajectory and technology differentiation.
At post $401.65·Now $452.29+12.6% since postedas of Oct 23, 4:45 PM ET
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3d+0.1%
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“Listed in top-tier watchlist as Canadian Pacific Kansas City”
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Robust, unique North American rail infrastructure with mission-critical positioning. Stable, lower-growth business model with strong competitive moat and reliable returns.
At post $86.62·Now $89.51+3.3% since postedas of Oct 23, 4:45 PM ET
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3d+1.4%
1w+0.3%
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“Under 380”
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Mission-critical industrial and medical gases and engineering services provider with global footprint. Positioned to benefit from secular tailwinds including AI infrastructure, clean energy transition, and aging population healthcare demands.
At post $457.50·Now $508.83+11.2% since postedas of Oct 23, 4:45 PM ET
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3d+1.6%
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“Under 150$”
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Diversified uniforms, cleaning supplies, and safety services provider with exceptional management discipline and corporate culture. Consistent execution and recurring revenue model support long-term value creation.
At post $196.88·Now $224.10+13.8% since postedas of Oct 23, 4:45 PM ET
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3d+1.0%
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Boston Scientific: Too soon to catch a falling knife?
Boston Scientific is a mission-critical medtech with strong management, solid cash flow, and strategic positioning in life-threatening condition treatments. Despite a recent 10% drop from a cyberattack and near-term guidance miss, the forward P/E of 14x is cheap relative to historical 20-25x multiples for high-moat medtech, offering an attractive entry point for long-term investors willing to wait through near-term uncertainty.
At post $43.10·Now $45.69+6.0% since postedas of Oct 23, 4:45 PM ET
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Share your favourite under the radar or non-hype stock
Manhattan Associates is a well-positioned provider of warehouse management systems in an increasingly complex supply chain environment, with little debt and high customer switching costs providing durable competitive advantages.
At post $176.09·Now $238.19+35.3% since postedas of Oct 23, 4:45 PM ET
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3d-0.5%
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1m-5.7%
3m-22.0%
6m-24.9%
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