Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm’s legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. What you'll learn here: 00:00:00 - Intro 00:00:34 - Why the Transdigm playbook is worth cloning 00:04:20 - How this management team built a public compounding machine 00:07:42 - Why one segment profits directly from worsening wildfires 00:16:05 - The chemical monopoly hiding inside a boring business 00:27:27 - What makes these niche products nearly impossible to replace 00:37:14 - How disciplined acquisitions have created so much shareholder value 00:43:19 - The controversial fee structure investors aren’t big fans of 01:07:07 - Valuation discussion of PRM 01:09:54 - Intrinsic value of PRM 01:11:43 - Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ ▶️ Related Episodes: - TransDigm Stock Valuation: A Conglomerate of Monopolies: https://youtu.be/CSn3WMN_JVc - Copa Holdings (CPA): Is Buffett right about Airline Stocks?: https://youtu.be/JXMz1c8XTng - SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars?: https://youtu.be/2alJDgGM0U8 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #PerimeterSolutions #ValueInvesting #TransDigm #CompounderStocks #StockMarketAnalysis