The Synopsis

The Synopsis

Por: Speedwell Research, LLC
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.
132 episodios disponibles

Latest episodes of the podcast The Synopsis

Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer 18/12/2025
Interview. A Deep Dive on Growth Investing with "From Growth to Value" 11/12/2025
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates! 04/12/2025
Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting 22/11/2025
Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior 15/11/2025
Article. APi Global Business History 14/11/2025
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough? 10/11/2025
Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off 08/11/2025
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M 03/11/2025
Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway 01/11/2025
Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25 25/10/2025
Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues 24/10/2025
Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat 18/10/2025
Company. APi Global: The B2B Service Giant Consolidator 16/10/2025
Briefing. Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones 11/10/2025
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet 09/10/2025
Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan 04/10/2025
Briefing. Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak 27/09/2025
Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth. 25/09/2025
Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band 20/09/2025
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