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.
126 episodios disponibles

Latest episodes of the podcast The Synopsis

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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
Company. Airbnb: Becoming a Verb 20/06/2025
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences 13/06/2025
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop 06/06/2025
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation" 23/05/2025
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex 15/05/2025
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A 08/05/2025
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues 01/05/2025
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers 23/04/2025
Article. Airbnb Business History 18/04/2025
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