The Synopsis

Speedwell Research, LLC
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The Synopsis Podcast

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.

  1. SEPT 5

    Dialogue. Secrets from the Sell-side

    On this episode we talk about a recent memo, What You Don't Know About Sell-side Price Targets We cover several factors that influence a sell-side analysts' recommendations and explain that price targets don't mean what you think they do. We hope you enjoy!  For full access to all of our in-depth research reports, become a Speedwell Member here.  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:19) Memo Overview  (4:51) What Does the Sell-side Do?  (10:12) Tech Bubble Era Sell-Side Analyst (15:14) What is a Price Target and Why it Doesn't Make Sense (20:19) Biggest Unknown Factor that Influences Price Targets  (26:12) Carrer Risk and Other Recommendation Factors  (30:25) Why Sell-side likes to Stay in Consensus (34:44) What could be different about Sell-side research  (30:09) Closing Thoughts  (40:20) Concluding Comments -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. All views expressed on this podcast do not represent the views of the companies podcast contributors may have worked for. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    41 min

  2. AUG 23

    Article. What You Don't Know About Sell-side Price Targets

    In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "What You Don't Know About Sell-side analyst Price Targets" Memo Link:  https://www.speedwellmemos.com/p/what-you-dont-know-about-sell-side  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:19) –Memo Reading Starts (20:38) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    21 min

  3. AUG 15

    Dialogue. Evolution and Floor & Decor 2Q24 Business Update

    On this episode we talk about 2Q24 earnings for Floor & Decor ($FND) and Evolution ($EVO). For both companies we have longer, in-depth podcast episodes which you can listen to below. These are evergreen and give a lot of more details on each companies' history, business, industry, and competitve dynamics.  Listen to the Floor & Decor Company Podcast Episode here: Apple, Spotify  Listen to the Evolution Company Podcast Episode here: Apple, Spotify For full access to all of our in-depth research reports, become a Speedwell Member here. You can also buy indiviudal reports here.  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro Evolution Update (1:09) Evolution Discussion Starts (5:24) Biggest Payout Ever  (10:16) Capital Allocation, Galaxy Gaming Acquistion (19:02) Georgia Strike  (24:32) Unregulated Markets and KYC  (27:43) Wrapping Up Evolution Commentary  Floor & Decor Update (29:52) Floor & Decor Overview  (30:23) LL Flooring Background and Bankruptcy (33:10) Macro Impacts  (37:14) Inventory Levels, Gross Margins  (40:04) The "Philosophical" Question on Growth and when to Get Concerned  (48:03) Spartan Acquistion and Pro Business  (51:15) Cash Balances, Bad Guidance, Peers Struggling, Closing Comments -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    57 min

  4. AUG 9

    Article. Coupang Business History

    In this episode of The Synopsis we read an excerpt from our extensive research report of Coupang! If you prefer to read instead of listen to the memo, you can find access to the article below. Memo Link:  https://www.speedwellmemos.com/p/coupang-business-history  Become a Speedwell Member or Purchase the Coupang Single Report Here The Synopsis Coupang Company Podcast Episode: Apple, Spotify -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:05) –Memo Reading Starts (15:32) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    16 min

  5. JUL 31

    Company. Porsche AG: Driving Between Luxury and Premium

    On this Company episode of The Synopsis we cover Porsche AG. Porsche is a brand that has tried to become "luxury at scale" with over 300k units produced annually versus undisputed luxury car brands who produce closer to ~10k. While their strategy might have diluted their brand, they still enjoy superior positioning compared to most premium car manufacturs like BMW and Mercedes-Benz.  Listen to this episiode to learn not just about Porsche's history and business model, but also about the car industry and different car manufacturer's strategies.  Access the Free Portion of our Porsche AG Exploratory Report Here For full access to all of our in-depth research reports, become a Speedwell Member here.  Memos Referenced in the Episode: Value Capture Index Introduction -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:17) Why Research Porsche?  (3:22) Porsche History  (15:14) Crises in Porsche's History  (18:23) Corporate Structure (24:32) - The Automotive Industry (29:39) - Industry Production Figures and Company Financial Profiles (32:21) Value Capture Index and Competitior Business Models (45:08) ROIC and Earnings Improvements (51:02) Risks and Closing Comments -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording no contributor had a position in Porsche AG. Furthermore, accounts contributors advise on also did not currently have a position in Porsche AG. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    1h 2m

  6. JUL 18

    Dialogue. How to Identify a Great Business

    On this episode we talk about a recent memo, What is a Great Business?  Other Memos Mentioned: The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop For full access to all of our in-depth research reports, become a Speedwell Member here.  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:53) Observing versus Creating a Great business (6:07) Great Businesses through the lens of The Consumer's Hierarchy of Preferences  (8:27) Pressure Cooker Metaphor  (15:15) Is Reinvestment Runway a Criteria?  (23:03) Moats and Copart (27:30) CHOP and Disruptions (30:44) Nintendo (34:35) Where does the Surplus Lie? (41:13) Walker & Dunlop  (45:54) Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    47 min

  7. JUL 9

    Dialogue. Constellation Software AGM and RH 1Q25 Update

    On this episode we talk Constellation Software and RH!  Listen to our full company-specific episodes on Constellation Software and RH in our feed if you haven't already!  *Note* After this recording we switched how we record our podcasts, so you should enjoy better sound quality in the future!  Memo Mentioned: The Investment Matching Principle -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:40) Constellation Software Update  (33:09) RH Update  (52:42) Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    54 min

  8. JUN 28

    Article. What is a Great Business?

    In this episode of The Synopsis we read our weekly Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "What is a Great Business?" Memo Link:  https://www.speedwellmemos.com/p/what-is-a-great-company  Check out Speedwell's Interview with Best Anchor Stocks (Spotify, YouTube) -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:01) –Memo Reading Starts (18:37) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    19 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Speedwell Research, LLC
  • Years Active
    2023 - 2024
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    The Synopsis

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