The Synopsis

Speedwell Research, LLC
  • 4,9 (22)
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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. HÁ 2 DIAS

    Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009

    In this new episode format we give a very short briefing on financial news of the week.  This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here.  See Drew's New YouTube Video on When to Finish Researching a Stock 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 (0:38) — In Financial Markets  (4:54) — Company News  (11:49) — YouTube and Casey's -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

    14min

  2. HÁ 3 DIAS

    Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

    In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation.  *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro,  Book Rec. (2:41) — Perimeter Solutions Overview (11:15) — IMS acquisitions and capital allocation (23:09) — Constellation Software Recap (29:50) — Copart Recap (39:03) — Nvidia GPU Risk (44:25) — Fed Rate History -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 PRM, CSU, and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in PRM, CSU, and CPRT. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    57min

  3. 6 DE SET.

    Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations

    In this new episode format we give a very short briefing on financial news of the week.  This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here.  Drew Cohen's New YouTube Video on What Matter's More than Competitve Advantages ~*~ 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 (1:07) — Updates (1:37) — In Financial Markets  (6:30) — Company News  (15:44) — YouTube Channel -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

    16min

  4. 3 DE SET.

    Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

    In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results.  You can find free versions of these updates below.  Axon 2Q25 Business Update Coupang 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (2:05) — Axon high-level business update (10:40) — Dedrone  (17:10) — Axon FCF conversion  (21:15) — AI survey, international, and valuation  (28:00) — Coupang high level update (36:10) — Coupang AlphaSense Interview commentary (45:00) — Coupang Cloud  (49:15) — Taiwan and other markets  (55:16) — Coupang valuation  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 CPNG and AXON. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and AXON. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    58min

  5. 30 DE AGO.

    Briefing. Tarrifs Struck Down (Again), Fed Independence Threatened, Nvidia's $60bn Buyback

    In this new episode format we give a very short briefing on financial news of the week.  This draws on our new weekly newsletter called "The Investor's Briefing". 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) — LVMH (1:57) — In Financial Markets  (7:40) — Company News  (12:25) — 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/

    13min

  6. 28 DE AGO.

    Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

    In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below.  AppFolio 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (0:52) — AppFolio Background (2:29) — High Level Update (8:57) — AppFolio AI vs. competitors, Cushman & Wakefield Expert Call Interview (20:50) — AppFolio Stack Marketplace  (23:59) — Valuation, G&A, and Mature Margins -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 APPF. Furthermore, accounts one or more contributors advise on may also have a position in APPF. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    27min

  7. 23 DE AGO.

    Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze

    In this new episode format we give a very short briefing on financial news of the week.  This draws on our new weekly newsletter called "The Investor's Briefing". 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 (0:43 ) — In Financial Markets  (6:17 ) — Company News  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

    12min

  8. 21 DE AGO.

    Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

    This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Investment Philosophy (12:44) — A Great Business Ramneek Recently Found (19:50) — Portfolio Construction  (24:27) — How to Treat the Market  (40:54) — Investing In Indian Stocks  (54:00)  — Importance of Corporate Access  -*-*-*-*-*-*-*-*-*-*- 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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    1h
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Sobre

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.

Informações

  • Criado por
    Speedwell Research, LLC
  • Anos de atividade
    2023 - 2025
  • Episódios
    111
  • Classificação
    Livre
  • Copyright
    © 2023
  • Site do podcast
    The Synopsis

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