The Synopsis
By Speedwell Research, LLC
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Category: Investing
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Subscribers: 12
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Episodes: 92
Description
Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.
| Episode | Date |
|---|---|
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Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"
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May 23, 2025 |
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Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
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May 15, 2025 |
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Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A
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May 08, 2025 |
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Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
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May 01, 2025 |
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Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
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Apr 23, 2025 |
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Article. Airbnb Business History
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Apr 18, 2025 |
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Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
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Apr 16, 2025 |
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Dialogue. Tariffs, Trade War, and RH Business Update
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Apr 09, 2025 |
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Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
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Apr 03, 2025 |
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Article. An Interview on Investing with Speedwell Research's Drew Cohen
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Mar 28, 2025 |
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Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner
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Mar 27, 2025 |
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Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
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Mar 25, 2025 |
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Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC
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Mar 19, 2025 |
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Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan
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Mar 11, 2025 |
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Article. CoStar Group Business History
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Mar 07, 2025 |
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Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
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Mar 04, 2025 |
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Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love
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Feb 28, 2025 |
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Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
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Feb 25, 2025 |
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Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.
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Feb 18, 2025 |
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Article. The Invisible Competitor: When Creating Value is Better than Fighting for It
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Feb 08, 2025 |
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Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns
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Feb 06, 2025 |
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Interview. Investment Management in Practice with Baskin Wealth Management
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Jan 29, 2025 |
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Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
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Jan 22, 2025 |
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Article. Axon Business History
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Jan 17, 2025 |
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Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research
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Jan 14, 2025 |
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Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy
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Dec 27, 2024 |
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Company. Perimeter Solutions: Replicating the TransDigm Model
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Dec 19, 2024 |
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Article. What is a Fair Investment Assumption?
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Dec 13, 2024 |
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Dialogue. 3Q24 Coupang and Copart Business Update
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Dec 05, 2024 |
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Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update
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Nov 27, 2024 |
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Interview. Compounding Quality on Investing in the Best Companies in the World
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Nov 21, 2024 |
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Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith
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Nov 08, 2024 |
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Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update
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Nov 05, 2024 |
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Dialogue. 3Q24 Costar Group and Evolution Business Update
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Oct 25, 2024 |
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Interview. Sidecar Investor on Giving a Great Manager the Wheel
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Oct 22, 2024 |
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Article. Minimum Viable Products versus Maximum Possible Products
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Oct 18, 2024 |
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Dialogue. Explaining The Reverse DCF
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Oct 16, 2024 |
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Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"
|
Oct 09, 2024 |
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Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
|
Oct 03, 2024 |
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Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority
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Sep 27, 2024 |
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Dialogue. Secrets from the Sell-side
|
Sep 05, 2024 |
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Article. What You Don't Know About Sell-side Price Targets
|
Aug 23, 2024 |
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Dialogue. Evolution and Floor & Decor 2Q24 Business Update
|
Aug 15, 2024 |
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Article. Coupang Business History
|
Aug 09, 2024 |
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Company. Porsche AG: Driving Between Luxury and Premium
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Jul 31, 2024 |
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Dialogue. How to Identify a Great Business
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Jul 18, 2024 |
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Dialogue. Constellation Software AGM and RH 1Q25 Update
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Jul 09, 2024 |
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Article. What is a Great Business?
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Jun 28, 2024 |
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Interview. Best Anchor Stocks' Leandro on Multiples, Nintendo, Hermes, and Quality Companies.
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May 30, 2024 |
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Dialogue. Floor & Decor and Copart Business Update 1Q24
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May 23, 2024 |
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Dialogue. The Business of SuperApps
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May 15, 2024 |
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Dialogue. Meta and Evolution Business Update 1Q24
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May 01, 2024 |
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Article. Meta Business Update 1Q24
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Apr 26, 2024 |
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Dialogue. RH Business Update
|
Apr 19, 2024 |
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Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
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Apr 12, 2024 |
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Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999
|
Apr 10, 2024 |
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Article. Evolution Business History
|
Apr 05, 2024 |
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Article. The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification
|
Mar 29, 2024 |
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Company. Coupang: Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity
|
Mar 26, 2024 |
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Article. Balancing Risk and Return: The Simple Statistics of Investing
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Mar 22, 2024 |
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Article. Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding
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Mar 15, 2024 |
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Dialogue. What is the Cost of Equity?
|
Mar 13, 2024 |
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Article. If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
|
Mar 08, 2024 |
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Article. Constellation Software Business History
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Mar 01, 2024 |
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Company. Constellation Software: The Business of Buying Software Businesses
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Feb 28, 2024 |
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Article. If You Don't Know What Game You're Playing, You Already Lost
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Feb 23, 2024 |
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Dialogue. When Investors Drive the Narrative
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Feb 20, 2024 |
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Article. From Public to Private Markets: The Detrimental Impact of Investors' Expectations
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Feb 16, 2024 |
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Interview. Mostly Borrowed Ideas on Google, Meta, and Investment Decision Quality
|
Feb 14, 2024 |
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Dialogue. Meta, Etsy, and Snowballing Risk
|
Feb 13, 2024 |
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Article. Etsy Business History
|
Feb 09, 2024 |
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Dialogue. A New Mental Model: The Piton Network
|
Feb 06, 2024 |
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Article. Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
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Feb 02, 2024 |
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Dialogue. Lessons We Can't Draw From Wish
|
Jan 30, 2024 |
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Article. The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
|
Jan 26, 2024 |
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Company. Evolution: Bringing the Casino Online
|
Jan 24, 2024 |
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Article. Ten Lessons from Copart's 40 Years in Business: Learning from Willis Johnson and Jay Adair
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Jan 19, 2024 |
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Dialogue. Threats to Google's Search Dominance
|
Jan 15, 2024 |
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Article. Google Shut the Door on Competition, AI Swung it Back Open
|
Jan 12, 2024 |
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Article. Priced to Outperform Perfection: The Home Depot Circa 1999
|
Jan 09, 2024 |
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Article. The Risk Circle: Deciding What Risks Matter and When
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Jan 05, 2024 |
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Article. How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity
|
Dec 29, 2023 |
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Article. Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency
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Dec 22, 2023 |
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Company. Floor & Decor: The Costco of Flooring
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Dec 20, 2023 |
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Article. Walker & Dunlop Business History
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Dec 15, 2023 |
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Article. The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space
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Dec 08, 2023 |
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Company. Dream Finders Homes: A Better Business Model for the Homebuilding Industry
|
Nov 27, 2023 |
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Company. Etsy: Building an Internet Marketplace in the Shadows of eBay and Amazon
|
Oct 23, 2023 |
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Dialogue. The Consumer’s Hierarchy of Preferences—The Other Side of The Consumer Value Prop
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Oct 02, 2023 |
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Company. Copart: Building a Deep Moat Business from Junkyards and Wrecked Cars
|
Sep 05, 2023 |
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Company. RH: From Near Bankruptcy to Multi-Billion Dollar Luxury Retailer
|
Aug 07, 2023 |
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Company. Meta Platforms: From Dorm Room to Global Dominance
|
Jul 24, 2023 |