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

Mostrando página 2 de 6

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
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses 16/04/2025
Dialogue. Tariffs, Trade War, and RH Business Update 09/04/2025
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best? 03/04/2025
Article. An Interview on Investing with Speedwell Research's Drew Cohen 28/03/2025
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner 27/03/2025
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies 25/03/2025
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC 19/03/2025
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan 11/03/2025
Article. CoStar Group Business History 07/03/2025
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce 04/03/2025
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love 28/02/2025
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