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

Mostrando página 3 de 7

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
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif 25/02/2025
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them. 18/02/2025
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It 08/02/2025
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns 06/02/2025
Interview. Investment Management in Practice with Baskin Wealth Management 29/01/2025
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI 22/01/2025
Article. Axon Business History 17/01/2025
Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research 14/01/2025
Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy 27/12/2024
Company. Perimeter Solutions: Replicating the TransDigm Model 19/12/2024
Article. What is a Fair Investment Assumption? 13/12/2024
« Primera ‹ Anterior 1 2 3 4 5 ... 7 Siguiente › Última »
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA