Perimeter Group: 3Q26 Business Recap
Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI supply in-house after Flexsys disruptions.
Sunday, November 8, 2026
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⚽️📡 on X
$LOPE Straight line down 25% last two days These are my favorite type of ideas. Fundemental + Thematic + completely unknown and understood. https://t.co/As9m3fNIrA
⚽️📡 on X
@ARKInvest That BCI etf is gonna need to load up a lot of $BFLY
Fierce_beast on X
$NRDS slowly getting there https://t.co/JXVKBikSer
Deep Sail Capital on X
I can not stress enough how $NUAI is an absolute zero now. No chance they land hyperscalers partner on TX. They don’t have much cash either, they were hoping to issue equity at a much higher price.
Raging Capital Ventures on X
Even with the nice move today, $SKIN still only trades for ~4.5x EV/EBITDA. To potentially regain inclusion in the Russell 2000 (it was recently deleted), I estimate that $SKIN would have to trade for around 5.5x EV/EBITDA, or roughly $23 per share. That doesn’t seem like a high bar for a stable, capital-light business that should start generating meaningful FCF while also benefiting from two new pending product upgrade cycles.
Lee Roach on X
Sell TV, keep executing, initiate fat buy back, repeat. $EVC https://t.co/dOmr9ZLiTB
DOMO Capital Management, LLC on X
Best part of $GPRE earnings call: "As all of our projects compete for capital, from time to time, we expect to be buyers of our own shares as well, and it may be one of the highest cash flow accretive options available" They can repurchase 8% (~5.5M) of the outstanding shares.
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 TOI $6.1B
- Allspring Global Investments Q3 2026 3406 $2.8B
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