The Synopsis

Speedwell Research, LLC
  • 4.9 (23)
  • INVESTING
  • UPDATED WEEKLY

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. 10H AGO

    Article. APi Global Business History

    In this episode of The Synopsis we read an excerpt from our extensive research report of APi Global! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/api-group-business-history *~* Become a Speedwell Member or Purchase the APi Global Single Report Here Company Episode on APi Global: Spotify, Apple -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Why History Matters (2:24) –Founding History (5:41) – Business History -*-*-*-*-*-*-*-*-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in APG. Furthermore, accounts one or more contributors advise on may also have a position in APG. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    16 min

  2. 4D AGO

    Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?

    In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings.  AXON 3Q25 Business Update  Floor & Decor 3Q25 Business Update  This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (2:10)  — Axon 3Q25 Update (13:50)  — Axon 911 Push (18:08)  — Axon Enterprise Call Option (22:20)  — Axon Valuation (30:00)  — Floor & Decor 3Q25 Update (38:24)  — FND Valuation (53:47)  — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in FND and AXON. Furthermore, accounts one or more contributors advise on may also have a position in FND and AXON. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    54 min

  3. 6D AGO

    Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off

    This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Updates & Announcements (1:30)  — Financial News (2:52)  — Constellation Software (6:07)  — Perplexity AI (9:16)  — McDonald's (11:45)  — Coverage News (14:12)  — Memo of the Week -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    16 min

  4. NOV 3

    Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M

    In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings.  Meta 3Q25 Earnings Update  Perimeter Solutions 3Q25 Earnings Update  CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (0:55)  — CoStar 3Q25 Update (3:30)  — CoStar's S&M Spend (10:10)  — CoStar Valuation (12:10)  — Meta 3Q25 Update (18:30)  — Meta Capex Spend (29:05)  — Competition For Time Spent (32:36)  — Meta Valuation (35:30)  — PRM 3Q25 Update (45:35)  — PRM Valuation (49:00)  — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CoStar, Meta, and Perimeter Solutions. Furthermore, accounts one or more contributors advise on may also have a position in CoStar, Meta, and Perimeter Solutions. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    50 min

  5. NOV 1

    Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway

    This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Updates & Announcements (1:33) — Financial News (4:14) — Amazon (8:19) — Chipotle (10:28) — Spotlight: Value Capture Index -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    14 min

  6. OCT 25

    Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25

    This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.    Piton Network Dialogue Podcast (Spotify, Apple)  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (1:09) — Financial news (2:48) — Netflix (6:00) — Intel (8:58 ) — Airbnb (11:58 — Yelp + Airbnb (14:00) — Memo of the week -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    16 min

  7. OCT 24

    Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues

    In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings.  Evolution 3Q25 Business Update  This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Evolution Intro (2:09) — High Level Overview (4:38) — Asia Developments (17:45) — Competitve Dynamics, Asia a Zero?  (24:37) — Other Notables  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in Evolution. Furthermore, accounts one or more contributors advise on may also have a position in Evolution. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    28 min

  8. OCT 18

    Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat

    This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro, Casey's (2:26) — Financial news (6:23) — TSMC (10:46) — Prologis (14:37) — CoStar (20:18) — LVMH (21:30) — Spotlight  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    24 min
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4.9
out of 5
23 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 - 2025
  • Episodes
    127
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    The Synopsis

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