Group 1 - Perimeter Solutions' stock has been influenced by wildfire acreage, with a notable correlation between wildfire activity and revenue generation, leading to a "no fires, no revenue" sentiment [1] - The stock experienced a significant rebound in 2024, indicating a recovery linked to increased wildfire activity [1] - The company operates in a sector where small and midcap names are considered to have asymmetric upsides, suggesting potential for growth despite past performance [1] Group 2 - The analyst has a diverse background, having worked in the Industrials and chemicals sector, and in finance and technology roles, which enriches the analysis of the company [1] - The article emphasizes the importance of execution experience in conjunction with analytical skills, highlighting a comprehensive approach to investment analysis [1]