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.
133 episodios disponibles

Latest episodes of the podcast The Synopsis

Mostrando página 4 de 7

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
Dialogue. 3Q24 Coupang and Copart Business Update 05/12/2024
Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update 27/11/2024
Interview. Compounding Quality on Investing in the Best Companies in the World 21/11/2024
Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith 08/11/2024
Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update 05/11/2024
Dialogue. 3Q24 Costar Group and Evolution Business Update 25/10/2024
Interview. Sidecar Investor on Giving a Great Manager the Wheel 22/10/2024
Article. Minimum Viable Products versus Maximum Possible Products 18/10/2024
Dialogue. Explaining The Reverse DCF 16/10/2024
Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac" 09/10/2024
Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF 03/10/2024
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