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PERSON DIRECTORY

Tariq Barma

Tariq Barma appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
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Sohn Conference FoundationEN · 12 min

Tariq Barma pitches Perimeter Solutions at Sohn 2026

Tariq Barma

Tariq Barma sees Perimeter Solutions as a misunderstood winner, with pro forma EBITDA growth north of 30% and Balance’s 2028 estimate 15% above the Street.FOIAed contracts show Tier 1 gallons nearly tripled, while service-based pricing, new Forest Service and CAL FIRE contracts, TransDigm-style execution, and M&A could drive upside; litigation, empire building, and wildfire technology remain risks.