In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation.

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Show Notes

(0:00) — Intro, Book Rec.

(2:41) — Perimeter Solutions Overview

(11:15) — IMS acquisitions and capital allocation

(23:09) — Constellation Software Recap

(29:50) — Copart Recap

(39:03) — Nvidia GPU Risk

(44:25) — Fed Rate History

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in PRM, CSU, and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in PRM, CSU, and CPRT. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/