&#35; Will Thorndike

Ep. 9 Nick Howley: The Price of the Part, Transdigm

Operational Velocity

2026年8月4日 · 逐字稿

Nick Howley founded TransDigm in 1993 with $25 million of equity and four aerospace parts units nobody wanted. Over the next 28 years, the firm compounded at roughly 33- 37% a year, almost identically under private equity ownership and under public-market scrutiny. Today the company runs 54% EBITDA…

00:48:06

Asurion: 50X Season Two - (50X, S2)

2025年6月6日

Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders," is one of the best business and investing books that you'll find. You'll hear him continuing his work in …

03:13:50

Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]

2022年8月2日

My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation continues where that one left off. Through the lens of…

01:00:21

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

2022年7月14日

Today we are dropping a special episode in the Invest Like the Best feed. You will hear the first episode of 50X – a new series from Will Thorndike and the team at Compounding Labs, in partnership with Colossus. Will’s book, The Outsiders, is one of the best business and investing books you will fi…

01:25:42

[REPLAY] Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51]

2019年8月27日

My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a few companies to deliver huge returns over time. Several years ago he left Morningstar to form his own a…

00:51:26

[REPLAY] Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]

2019年4月30日

This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8-year research project studying CEOs who were master capital allocators. These CEOs include Henry Sing…

01:10:37