Asymmetric upsides

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Perimeter Solutions: Dominant, Durable, And Ready To Break Out
Seeking Alpha· 2025-07-23 09:06
Perimeter Solutions' (NYSE: PRM ) stock has traded more like a futures contract on wildfire acreage. Mild wildfire seasons between 2022-2023 weighed on the stock, reinforcing the “no fires, no revenue” sentiment. The stock then rebounded sharply in 2024 as wildfiresAs 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 ...