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Jocko Willink hosts this podcast. View his channel by clicking here.

Today's episode is the first in a series of four on TransDigm, an aerospace components manufacturer that has appreciated over 1,750X since its inception nearly three decades earlier. In today’s episode we are joined by Nick Howley, TransDigm’s founder, long-time CEO and Executive Chairman. We explore TransDigm’s foundations under private ownership, digging into its core value drivers, decentralized culture, differentiated compensation program, and early M&A motion. For the full show notes,...

June 1995Transcript: CHARLIE MUNGER ON THEPSYCHOLOGY OF HUMAN MISJUDGMENT Speech at Harvard UniversityEstimated date: June, 1995  Transcription, comments [in brackets] and minor editing by Whitney Tilson (feedback@tilsonfunds.com) Moderator:      …and they discovered extreme, obvious irrationality in many areas of the economy that they looked at.  And they were a little bit troubled because nothing that they had learned in graduate school explained these patterns.  Now I would hope that Mr....

Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at the state of the defense industry and how it is changing. If you enjoy this episode, subscribe to Business Breakdowns on your preferred podcast player, where you’ll find past episodes on Block, Goldman Sachs, AutoZone and many others. Today, we are breaking down Anduril. Anduril builds high tech...

Jocko Willink hosts this podcast. View his channel by clicking here.