))
Company. Perimeter Solutions: Replicating the TransDigm Model
Manage episode 456361963 series 3618933
Content provided by Speedwell Research, LLC, Speedwell Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Speedwell Research, LLC, Speedwell Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On this Company episode of The Synopsis we cover Perimeter Solutions. Perimeter Solutions is the sole provider of a key fire fighting product, as well as other fire safety solutons. They went public through an acquistion vehicle controlled by Transdigm Founder and Billionaire, Nick Howley, as well as "The Outsiders" Author, William Thorndike. Nick Howley wants to apply the same model that made Transdigm so succesful to Perimeter Solutions.
Access the Free Portion of our Perimeter Solutions Exploratory Report Here
For full access to all of our in-depth research reports, become a Speedwell Member here.
If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email [email protected]
-*-*-*-*-*-*-*-*-*-*-
Show Notes
(0:00) — Intro
(0:47) — Background Story on their Main Firefighting Product
(4:42) — Corporate History and Everarc SPAC
(7:57) — Aren’t SPACs a red flag? Weird Compensation Agreement
(13:03) — Business High Level Overview: Fire Safety and Specialty Products
(18:45) — Adjusted EBITDA???
(20:30) — Figures and Margins
(24:30) — Competitive Advantages of each Business Lines
(40:17) — Growth Opportunities
(53:22) — Capital Allocation and Transdigm Parallels
(1:04:53) — ROIC
(1:07:55) — Odd Compensation Arrangement
(1:15:47) — Valuation
(1:17:34) — You Should Know This
-*-*-*-*-*-*-*-*-*-*-
Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!
Sign up for Speedwell's free newsletter and weekly memos here
*-*-*-
Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at [email protected] for any questions, comments, or feedback.
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording contributors had a position in Perimeter Solutions. Furthermore, accounts contributors advise on also may have a position in Perimeter Solutions. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
93 episodes
Share
