Perimeter Solutions: 2Q26 Business Recap
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it acquired Monaco Enterprises for $120 million.
Wednesday, August 5, 2026
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Investor Letters
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This Stock Just Got Cheaper on Better Numbers
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Clear the DEC?
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$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
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Matan on Stitch Fix
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Is insider buying a signal if the insiders are always wrong? $LILAK
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$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…
Under The Hood, Wingstop Inc. ($WING)
Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…
The Biggest Bull Signal On Entravision
Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.
CDLR · long Cadeler A/S
Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.
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