The Synopsis
By Speedwell Research, LLC
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Category: Investing
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Subscribers: 9
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Episodes: 41
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. Meta and Evolution Business Update 1Q24
|
May 01, 2024 |
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Article. Meta Business Update 1Q24
|
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
|
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
|
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 |
|
Article. Constellation Software Business History
|
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
|
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 |
|
Dialogue. A New Mental Model: The Piton Network
|
Feb 06, 2024 |
|
Article. Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
|
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 |
|
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
|
Jan 19, 2024 |
|
Dialogue. Threats to Google's Search Dominance
|
Jan 15, 2024 |
|
Article. Google Shut the Door on Competition, AI Swung it Back Open
|
Jan 12, 2024 |
|
Article. Priced to Outperform Perfection: The Home Depot Circa 1999
|
Jan 09, 2024 |
|
Article. The Risk Circle: Deciding What Risks Matter and When
|
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
|
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
|
Oct 02, 2023 |
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Company. Copart: Building a Deep Moat Business from Junkyards and Wrecked Cars
|
Sep 05, 2023 |
|
Company. RH: From Near Bankruptcy to Multi-Billion Dollar Luxury Retailer
|
Aug 07, 2023 |
|
Company. Meta Platforms: From Dorm Room to Global Dominance
|
Jul 24, 2023 |