Search · resolved
Which podcasts are discussing PRM?
3 ATTRIBUTED IDEAS · 1 EPISODE · 1 SHOW
The shows
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
23 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 38:01
Perimeter Solutions mirrors TransDime compounding playbook
“Perimeter Solutions was framed as a high-margin serial acquirer building a defensive moat in niche, highly regulated markets using the TransDime business model.”
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
23 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 55:04
Perimeter Solutions obscured by founder advisory fees
“The podcast hosts analyzed Perimeter Solutions, noting that while its underlying niche assets show rising adjusted ROIC and strong cash generation, its reported financial metrics are severely distorted by a massive, dilution-heavy founder's advisory fee.”
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
23 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 06:23
Perimeter Solutions cloning the TransDigm compounding playbook
“Perimeter Solutions is framed as an early-stage TransDigm compounder, leveraging elite capital allocators to roll up mission-critical, low-cost niche businesses.”
TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
Core thesis · 5/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.