TIP833: Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve & Shawn O’Malley
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You're listening to TIP. Before we get started on this business today, I I think I need an explanation. Uh oh. That's never a good way to start an episode. So you know exactly how I feel about solution and and this business pays fees to its founders.
Similar to what you'd find in a two and twenty hedge fund structure. Just for the privilege of of owning a stock. So what gifts? Yeah, I mean Probably. Because the guy collecting that fee is the same guy who turned trans dime into a compounder that outperformed the market for a couple of decades. Since 2014, with more than 200 million downloads.
We have interview the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly, and sharing everything we learn with you. This show is not investment advice. It's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investment in the securities discussed. Now for your hosts, Sean O'Malley and Kyle Greave. We have discussed many holding companies on this show, and we own a few of them in our intrinsic value portfolio businesses like Exer, EXOR, and Lifco, but you know, you can make the argument that Amazon, Berkshire, and Google are holding companies as well.
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