Perimeter Solutions: Moat & Competitive Threat

Update: 2025-07-13

Description

This episode explores our historical work on Perimeter Solutions, a leading US aerial fire retardant company, including the competitive threat, how retardants are approved on the Qualified Supplier List, and the company's potential operational moat.

Comments

In Channel

Teqnion: Scaling M&A and Improving Subsidiary Operations

2025-08-28--:--

Perimeter Solutions: Moat & Competitive Threat

2025-07-13--:--

Constellation Software & Proprietary M&A Sourcing

2025-06-21--:--

IP Fieldwork Podcast: The Danaher Business System

2025-04-21--:--

Bergman & Beving: The Capital Allocation Model

2025-02-28--:--

Primary Research Methods: Vetting Executives

2025-02-24--:--

Primary Research Methods: Submitting Projects to Expert Networks

2025-01-30--:--

IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives

2025-01-23--:--

Fever-Tree: A Distribution Moat or Commodity?

2025-01-17--:--

FTAI Aviation

2024-12-27--:--

Danaher: Cytiva & Bioprocessing Moats

2024-12-21--:--

Primary Research Methods: Working with Expert Networks

2024-12-21--:--

Primary Research Methods: Our Process

2024-12-21--:--

IP Fieldwork Podcast: Lifco vs Halma Org Structure

2024-08-09--:--

Loar Group: Aerospace Parts Quality

2024-08-06--:--

M&A and Purchase Price Accounting

2024-07-21--:--

Ashtead Investor Day 2024

2024-07-08--:--

The Gym Group, Basic Fit & Discount Gyms

2024-03-01--:--

AMZN Retail & IP Company Learning Journeys

2024-01-23--:--

TransDigm Group Podcast

2023-12-15--:--

00:00

Perimeter Solutions: Moat & Competitive Threat

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Perimeter Solutions: Moat & Competitive Threat

In Practise

Perimeter Solutions: Moat & Competitive Threat