Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Equity Bottom-Up

<ul><li>Perimeter had a strong quarter with revenues up 28% year over year to 163 million, driven by growth in both their fire safety and specialty products segments</li><li>EBITDA growth was even stronger at 91 million, with the Fire Safety segment enjoying a 98% incremental margin, showing operating leverage and operational efficiency</li><li>Perimeter's acquisition strategy and diversification into new platforms are helping to offset the impact of wildfires on their business, with promising growth potential for the future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Perimeter had a strong quarter with revenues up 28% year over year to 163 million, driven by growth in both their fire safety and specialty products segmentsEBITDA growth was even stronger at 91 million, with the Fire Safety segment enjoying a 98% incremental margin, showing operating leverage and operational efficiencyPerimeter's acquisition strategy and diversification into new platforms are helping to offset the impact of wildfires on their business, with promising growth potential for the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

<ul><li>CoStar's revenue grew 20% year over year, with strong growth in residential segments such as Apartments.com and Homes.com</li><li>Elevated sales and marketing expenses account for 50% of revenue, raising questions about sustainable growth and margin levels</li><li>Management is optimistic about gaining momentum and investing in two-sided marketplace platform for future success, but concerns remain about long-term profitability and valuation metrics.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CoStar's revenue grew 20% year over year, with strong growth in residential segments such as Apartments.com and Homes.comElevated sales and marketing expenses account for 50% of revenue, raising questions about sustainable growth and margin levelsManagement is optimistic about gaining momentum and investing in two-sided marketplace platform for future success, but concerns remain about long-term profitability and valuation metrics.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...

United States

Perimeter Solutions SA manufactures firefighting products and lubricant additives. The Company offers fire retardants and firefighting foam supported by a broad range of firefighting and training services. Perimeter Solutions serves customers worldwide.

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Perimeter Solutions (PRM US)

Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

Drew provides a concise summary of important news and events, including discussion on Nvidia, Speedwell Research report on interest rates, book...

The Synopsis

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...

CoStar's strong revenue growth, high customer retention rates, and investments in building a two-sided marketplace raise questions about future...

The Synopsis

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