The Synopsis Speedwell Research, LLC

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 a business update on Meta. 
Memo Link:  https://www.speedwellmemos.com/p/meta-1q24-business-update
Purchase our Meta Research Report here.
Become a full Speedwell Member and gain access to the updated reverse DCF and Meta Report here. 
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Show Notes
(0:00) – Intro
(1:04) –Memo Reading Starts
(17:17) – Closing Comments
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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.
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Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback
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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/
 

On this episode we talk about RH and provide an update with their business. Check out our full company episode on RH if you haven't already! (Links below)
RH Company Episode: Apple, Spotify
A Written Update on RH from 1H23 can be found here. 
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Show Notes
(0:00) Intro
(1:01) Announcement
(2:05) RH Business Update 
(30:44) Conclusion  
 
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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
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Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback.
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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/

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 "The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification" 
Memo Link:  https://www.speedwellmemos.com/p/wechat-meituan-and-grab-superapp 
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Show Notes
(0:00) – Intro
(1:07) –Memo Reading Starts
(14:43) – Closing Comments
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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/
 

On this episode we talk about two Speedwell Memos. The first memo is titled "Priced to Outperform Perfection: The Home Depot Circa 1999" and covers how to think about valuation and what is priced into a stock. 
The second memo is If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein and covers the business operations of three different retail models. 
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Show Notes
(0:00) Intro
(0:45) First Memo on What was Priced into Home Depot's Valuation circa 1999
(22:07) Second Memo on Traditional Retailers, Zara, and Shein
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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/

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 an exceprt from our Evolution Research Report. 
Memo Link:  https://www.speedwellmemos.com/p/evolution-business-history 
Become a Speedwell Member or Purchase the Evolution Single Report Here
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Show Notes
(0:00) – Intro
(1:18) –Memo Reading Starts
(13:40) – Closing Comments
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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/

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 "The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification" 
Memo Link:  https://www.speedwellmemos.com/p/the-investment-matching-principle 
-*-*-*-*-*-*-*-*-*-*-
Show Notes
(0:00) – Intro
(1:07) –Memo Reading Starts
(13:05) – 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/