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.

*Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here.

~*~

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

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

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/

The Battle of Wills for House Speaker with Marjorie Taylor Greene, Anna Paulina Luna, and Kurt Schlichter