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

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Article. Balancing Risk and Return: The Simple Statistics of Investing 22/03/2024
Article. Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding 15/03/2024
Dialogue. What is the Cost of Equity? 13/03/2024
Article. If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein 08/03/2024
Article. Constellation Software Business History 01/03/2024
Company. Constellation Software: The Business of Buying Software Businesses 28/02/2024
Article. If You Don't Know What Game You're Playing, You Already Lost 23/02/2024
Dialogue. When Investors Drive the Narrative 20/02/2024
Article. From Public to Private Markets: The Detrimental Impact of Investors' Expectations 16/02/2024
Interview. Mostly Borrowed Ideas on Google, Meta, and Investment Decision Quality 14/02/2024
Dialogue. Meta, Etsy, and Snowballing Risk 13/02/2024
Article. Etsy Business History 09/02/2024
Dialogue. A New Mental Model: The Piton Network 06/02/2024
Article. Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness 02/02/2024
Dialogue. Lessons We Can't Draw From Wish 30/01/2024
Article. The Future of Ecommerce That Wasn't: An In-depth Look into What Went Wrong with Wish 26/01/2024
Company. Evolution: Bringing the Casino Online 24/01/2024
Article. Ten Lessons from Copart's 40 Years in Business: Learning from Willis Johnson and Jay Adair 19/01/2024
Dialogue. Threats to Google's Search Dominance 15/01/2024
Article. Google Shut the Door on Competition, AI Swung it Back Open 12/01/2024
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