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 $120 million.
Wednesday, August 5, 2026
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Investor Letters
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Under The Hood, Wingstop Inc. ($WING)
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Portfolio Updates
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Hong Leong Asia: Unveiling Undervalued Gems in CYD’s Parent Company
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Unpacking eDreams' Capital Markets Day
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