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.
115 episodios disponibles

Latest episodes of the podcast The Synopsis

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
Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India 21/08/2025
Briefing. Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI 16/08/2025
Briefing. Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up 09/08/2025
Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed 08/08/2025
Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates 04/08/2025
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption 30/07/2025
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks 22/07/2025
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers" 08/07/2025
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes 26/06/2025
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