The Synopsis cover image

Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"

The Synopsis

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This chapter reviews the recent financial performance of Perimeter Solutions and Dream Finders Homes, noting a significant increase in fire safety revenues. It also explores the effects of California wildfires on sales and addresses manufacturing challenges within the specialty product segment, while hinting at future acquisitions and capital strategies.

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