TransDigm dominates niche aerospace parts with 90 % proprietary, often sole-sourced components that lock in decades of high-margin aftermarket revenue. Its acquisition-driven, cash-rich model and aligned management give the business ample runway for durable, shareholder-friendly growth.

United Rentals is the largest equipment rental company in North America, benefitting from structural outsourcing tailwinds and unmatched scale advantages. Its resilient, cash-generative model and capital discipline position it well to deliver strong long-term returns under a range of outcomes.

Evolution AB (EVO) dominates live-casino supply with cost, brand and tech moats that support 15-20 %-plus EPS growth as online gambling expands worldwide. Yet it trades at just ~10 × earnings—its lowest multiple since listing—offering potential for 30 %+ annualised upside for a leader run by highly aligned management.