3min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

TransDigm: Foundations with Nick Howley [50X, EP.1]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Is It a Portfolio Company in a P E World?

We pay what we call the leadership team. Think of them like a portfolio company in a p e world, cause you could clip the most of them an sell em the next day. The top end to fully ges is 17 and a half %. We have these prodocline reviews that we do quarterly, and we ask most of the perating into presencs to come. It also, i think, promotes in spre decorps, stops a lot of the in fighting. You know, who did well and who did poorly were all tied to the same kite.

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