Everything said about
PRM
+ Watchlist5
Ideas · 30d
1
Episodes
4.6
Avg depth
5
Ideas · all time
The conversation · most recent first
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 00:00
Perimeter Solutions obscured by founder advisory fee
"The bull thesis argued for Perimeter Solutions relies on normalizing heavily distorted GAAP numbers to reveal a growing business with expanding returns on capital."
Core thesis · 5/5
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:15
Perimeter Solutions replicates TransDigm rollup playbook
"Perimeter Solutions was framed as an early-stage TransDigm clone, leveraging the same serial-acquirer playbook to drive 15%+ annualized returns."
Core thesis · 5/5
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 00:00
Perimeter Solutions operational risks and valuation
"Perimeter Solutions offers attractive serial acquirer optionality and strong margins, but current valuations and capital-allocation friction make it less appealing until lower entry prices are reached."
Core thesis · 5/5
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 11:45
MMT acquisition accelerates non-cyclical specialty growth
"The acquisition of Medical Manufacturing Technologies (MMT) diversifies Perimeter away from fire seasonality and commodity chemical volatility toward stable, high-margin organic growth."
In depth · 4/5
23 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 07:30
Services growth smooths Perimeter's fire-season cyclicality
"Perimeter Solutions' Fire Safety business is converting unpredictable, wildfire-dependent product sales into steady recurring revenue via airbase service contracts."
In depth · 4/5