Perimeter Solutions: Dilution Tamps Further Upside (Rating Downgrade)

In my July article , I made the case that Perimeter Solutions, Inc. ( PRM ) was nearing a breakout. It did break out, and is now up ~54% since then. The core business is tracking my initial thesis aroundAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver, British Columbia. So there ...