MBI’s PodcastPerimeter Solutions0:00Current time: 0:00 / Total time: -1:21:53-1:21:53Paid episodeThe full episode is only available to paid subscribers of MBI Deep DivesSubscribe to listenPerimeter SolutionsPrivate-Equity GP Economics in Public MarketsMBI Deep DivesMay 21, 2025∙ Paid1ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inMBI’s PodcastInvestment ResearchInvestment ResearchSubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeMBI Deep DivesRecent EpisodesBooking HoldingsNov 24 • MBI Deep DivesInstacart: "Webvan done right"Oct 24 • MBI Deep DivesASMLSep 25 • MBI Deep DivesUnion PacificAug 20 • MBI Deep DivesCognexJul 21 • MBI Deep DivesAPi GroupJun 24 • MBI Deep DivesSynopsysApr 25 • MBI Deep Dives