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.
124 episodios disponibles

Latest episodes of the podcast The Synopsis

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
Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal 18/09/2025
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009 13/09/2025
Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History 12/09/2025
Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations 06/09/2025
Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud 03/09/2025
Briefing. Tarrifs Struck Down (Again), Fed Independence Threatened, Nvidia's $60bn Buyback 30/08/2025
Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis 28/08/2025
Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze 23/08/2025
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