42 episodes

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.

The Synopsis Speedwell Research, LLC

    • Business
    • 5.0 • 13 Ratings

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.

    Dialogue. The Business of SuperApps

    Dialogue. The Business of SuperApps

    On this episode we talk about Grab, WeChat, Meituan, X, and all things about SuperApps. Our conversation builds off of a recent memo on SuperApps, which you can read here: WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
    **Please note we had issues with the orginal sound recording and had to use AI tools to adjust the sound volume, however it adversely impacted the sound quality. We apologize for this and will try to avoid this happening in the future.** 
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    Show Notes
    (0:00) Intro
    (0:51) SuperApps Intro, Cross Selling, Sea Limited's Free Fire 
    (8:54) What a SuperApp Aims to Do 
    (13:59) WeChat History and What Was Different About It 
    (20:41) Why no Mini-programs or SuperApps in the U.S.?
    (23:28) Meituan's and Grab's SuperApp; Twitter/X's Ambitions
    (41:03) The Physical World's "SuperApps", Sears, E-Commerce Grocery
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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.
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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/

    • 46 min
    Dialogue. Meta and Evolution Business Update 1Q24

    Dialogue. Meta and Evolution Business Update 1Q24

    On this episode we talk about Meta, Evolution, and their 1Q24 results. Check out our full company episodes on Meta and Evolution below if you haven't already! 
    Meta Company Episode: Apple, Spotify
    Evolution Company Episode: Apple, Spotify
    A written update on Meta's 1Q24 results can be found here. 
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    Show Notes
    (0:00) Intro
    (1:06) Evolution Business Update
    (16:06) Meta Business Update 
    (48:37) 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
    *-*-*-
    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/

    • 49 min
    Article. Meta Business Update 1Q24

    Article. Meta Business Update 1Q24

    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.
    -*-*-*-*-*-*-*-*-*-*-
    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/
     

    • 17 min
    Dialogue. RH Business Update

    Dialogue. RH Business Update

    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
    *-*-*-
    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/

    • 30 min
    Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One

    Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One

    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
    -*-*-*-*-*-*-*-*-*-*-
    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/
     

    • 15 min
    Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999

    Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999

    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/

    • 43 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

anonymous444444444444444 ,

Great!

Really enjoyed the Evolution episode. Listing to the others now!

Big Move ,

Listened to all of them!

Really knowledgable and love the memo readings

Gabe2235 ,

Very Detailed and thorough

Excellent

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