The Synopsis
In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators.
Episodes
Dialogue. Business Frameworks from Thousands of Hours of Investing
In this episode of The Synopsis, Alex stays awake for the full episode and we talk about several of Drew's business frameworks such as the Consumer's Hierarchy of Preferences, The Piton Network, and MVPs vs MPPs. We use as examples businesses including Apple, Amazon, Walmart, McDonald's, Costco, Floor & Decor, and more! ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered through
The Last Big Tech Fight: AI Agents (Apple, Google, Meta)
In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple, Google, and other internet businesses. ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full acc
Interview. How Meta's Muse Changed the AI Debate with MBI.
In this episode of The Synopsis, we talk to Mostly Borrowed Ideas on how Meta's Muse signifies the beginning of a potentially very disruptive AI transition that leaves many businesses worse off. We touch on Airbnb, Booking, Uber, DoorDash, and Amazon, among others. Mostly Borrowed Ideas, or MBI, was one of the earliest stock analysts to write his thoughts publicly. He has over 150k followers on X
Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)
In this episode of The Synopsis, Alex bemoans the video launch because he has to pay attention to Drew talk, and we go deep on The Trade Desk and Copart. You can watch an in-depth deep dive on both stocks here: The Trade Desk: https://www.youtube.com/watch?v=A0vV_w1nfNk Copart: https://www.youtube.com/watch?v=Ar8QlzMhcfs ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered throug
Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing
In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help
Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital
In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@spee
Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle
In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an
Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong
In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com
Dialogue. What Meta's Capex is Really for and Their 6 Call Options
In this Dialogue episode of The Synopsis we provide an update on Meta! ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to ex
Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber
In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to beco
Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away
In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research
Dialogue. Copart, Adobe, and Uber Business Updates
In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! YouTube Video Links: Adobe Update (June 16th), Uber Update (June 30th) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please rea
Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy
In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. YouTube Video Links: How to Protect Your Portfolio from Inflation Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Memb
Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle
In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider. YouTube Video Links: Why This Isn't an AI Bubble (Yet) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports bec
Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update
In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre. YouTube Video Links: S&P 500 Concentration Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of o
Interview. Highest Conviction Investments and Investing Lessons with Rose Celine
In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If
Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans
On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang's evolving strategy—from international expansion to business model evolution—and the hidden risks that may be overlooked by the market. This was orginally recorded as an AlphaSense webinar in January, and we thank AlphaSense for letting us release it on our podcast too. Sign-Up for the Adobe
Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu
In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Sp
Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews
In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews. YouTube Video Links: Private Credit, Tax Implications of Selling Stock Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-
Interview. Chris Mayer on Finding Quality Compounding Stocks
In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific stocks like Constellation Software and Copart. We hope you enjoy! You can find a video version of this
Interview. Bill Nygren on 25 Years of Beating the Market
In this incredible interview I spoke with legendary investor Bill Nygren, who has beaten the market over a 25 year period by around 200bps. This is an extremely hard and rare feat. In our wide-spanning conversation Bill tells us about everything from his investment process and valuation framework to how to value a cyclical business, the importance of management, investing lessons from Netflix & Me
Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.
In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apart from competition to capital allocation and their latest acquistion of Global Blue. You can find our Shift4 Research report here. AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for a
Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
In this exceptional interview, we talk to Cofounder of Square (Block) Jim McKelvey on competing against Amazon. From his time at Square, he saw how they were able to outcompete Amazon and he wasn't sure how that was possible given their superior resources, merchant network, and large base of talented employees. After better understanding how that was possible, he wrote a book on his insights calle
Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal
In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager. Five Minute Money Newsletter Free Sign Up YouTube Video Links: Paypal, Netflix, Duolingo ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our upda
Dialogue. ServiceNow and an AI SaaS Risk Breakdown
In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats. **Learn more about our 85-page Shift4 Research Report here** For full access to all of our in-depth research reports, become a Speedwe
Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)
In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business. Five Minute Money Newsletter Free Sign Up Watch the Constellation Software Video Here, the Adobe Video Here, or The "Why Dating Apps are a Bad Business" Video Here. ~*~ You can als
Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates
In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. Watch the Constellation Software Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out
Dialogue. Breaking down Uber and the AV Threat
In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a Watch the Uber YouTube Video Here Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.co
Interview. Former Board of Director at Prada on The Luxury Industry
In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here. **Coupang Webinar Sign-up Link Here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~* Get a
Dialogue. The Math Behind SpaceX's $1.5T Valuation
In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive! Coupang Expert Call Interview SpaceX YouTube Video Shift4 Deep Dive Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial
Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)
In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter. 8 Key Mistakes Investors Make YouTube Video SpaceX YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-dep
Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes
In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellre
Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer
In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates. RH 3Q25 Business Update Coupang 3Q25 Business Update You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
In this fascinating interview with Kris, also known as From Growth to Value, we talk in-depth about growth investing and his investing style, as well as several of his investments. You can read his thoughts on various stocks at Potential Multibaggers. ~*~ --> *CLICK THIS LINK TO GET OUR NEW NEWSLETTER --> Sign Up Here Our first post will be breaking down Duolingo stock. Make sure you are signed up
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!
In this Dialogue episode of The Synopsis, we discuss Constellation Software and Copart's latest quarterly earnings, as well as new risks that are emerging. Constellation Software 3Q25 Business Update Copart 1Q26 (Calendar 3Q25) Business Update **Check out a conversation with a former board of director of Prada on Luxury here (free). You can also get a free trial to AlphaSense to read 200k+ e
Article. APi Global Business History
In this episode of The Synopsis we read an excerpt from our extensive research report of APi Global! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/api-group-business-history *~* Become a Speedwell Member or Purchase the APi Global Single Report Here Company Episode on APi Global: Spotify, Appl
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?
In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings. AXON 3Q25 Business Update Floor & Decor 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M
In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter Solutions 3Q25 Earnings Update CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth r
Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues
In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings. Evolution 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch
Company. APi Global: The B2B Service Giant Consolidator
In this Company episode of The Synopsis we talk about APi Global, a high quality B2B service provider that specializes in fire safety and other important business service verticals. The company has been undergoing a transition by eschewing one-off construction projects and moving to more recurring and higher margin service revenue. In this episode we draw from our 61-page research report on APi Gl
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet
In this Dialogue episode of The Synopsis, we talk about Meta's new Vibes product and read into what OpenAI's introduction of instant checkout can mean for the future of the internet. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-depth research reports become a Spee
Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.
In this rare interview, we talked to Rohan Noronha a head of M&A at Constellation Software in the Volaris Group. A special thanks to AlphaSense for putting this together. *AlphaSense is hosting their AlphaSummit October 6-8 in Brooklyn, New York. Register and get a discount here. *AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for
Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal
In this Dialogue episode of The Synopsis, we provide an update for RH and talk about the recent OpenAI/ Oracle Deal. You can find a link to the RH update here. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Ple
Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History
In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-
Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud
In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results. You can find free versions of these updates below. Axon 2Q25 Business Update Coupang 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-de
Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis
In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below. AppFolio 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-depth research reports b
Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India
This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approv
Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed
In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below. Meta 2Q25 Business Update Floor & Decor 2Q25 Business Update **If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For full access to all of our updates and in-d
Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
In this new episode format we give a very short briefing on financial news of the week. This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become a
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption
In this Dialogue episode we talk about a Speedwell Memo: The Invisible Competitor: When Creating Value is Better than Fighting for It. Read the full memo here. *Sign-up* for our Exclusive Constellation Software interview with a Head of M&A from the Volaris Group here! ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks
In this Dialogue episode of The Synopsis, we discuss Evolution's 2Q25 earnings. We also give an overview of regulated vs unregulated markets and different complexities of regulation and solving the Asia Cyber attacks.. Evolution 2Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes
In this Dialogue episode of The Synopsis, we give an update on Constellation Software and Copart after 1Q25 earnings (or fiscal 3Q25 for Copart) . Check out our written business updates for $CPRT and $CSU below! Constellation Software Business Recap 1Q25 Copart Business Update Fiscal 3Q25 (Calendar 1Q25) ~*~ For full access to all of our updates and in-depth research reports become a Speedwell
Company. Airbnb: Becoming a Verb
In this Company episode of The Synopsis we draw on our 108-page research report on Airbnb; the company that pioneered the sharing economy and become a Silicon Valley poster child for what a succesful start-up can become. Having started as a means to pay rent, Airbnb quickly turned into one of the world's largest accommodations provider. In a matter of just a decade, Airbnb was able to host more g
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum" Memo Link: Two Ends of the Strategy Spectrum 3rd Memo in the Series: Assessing Retail Strategies with The Inventory Value Capture
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop" Memo Link: https://www.speedwellmemos.com/p/the-consumers-hierarchy-of-preferences 2nd Memo in the series on The Consumer
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"
In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written business updates for $DFH and $PRM below! Dream Finders Homes 1Q25 Business Recap Perimeter Solutions 1Q25 Business Recap ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to i
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode (Apple, Spotify) Coupang Company Deep Dive Podcast Episode (Apple, Spotify) Last Memo Publ
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A
In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below! Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below! CoStar Group 1Q25 Business Update Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speed
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund has returned ~17% per annum since inception in 2018
Article. Airbnb Business History
In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/airbnb-business-history *~* *Become a Speedwell Member or Purchase the Airbnb Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (0:40
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space What is a Fair Investment Assump
Dialogue. Tariffs, Trade War, and RH Business Update
On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update. ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us t
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy! Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, inclu
Article. An Interview on Investing with Speedwell Research's Drew Cohen
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pieter Slegers of Compounding Quality. Read the Inte
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below! CoStar Group 4Q24 Business Update Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and in-depth research reports, including our CoS
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy! *~*~*~*~* Get access to
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC
On this Dialogue episode of The Synopsis, we give an update on Dream Finders Homes and Floor & Decor. Check out our written business updates for $FND and $DFH below! Dream Finders Homes 4Q24 Business Update Floor & Decor 4Q24 Business Update ~Mentioned Memos~ Home Depot Memo: Priced to Outperform Perfection For full access to all of our updates and in-depth research reports, including our D
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan
On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not content to just reinvent how policing worked in the fie
Article. CoStar Group Business History
In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link: https://www.speedwellmemos.com/p/costar-business-history *~* *Become a Speedwell Member or Purchase the CoStar Group Single Repo
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
On this Dialogue episode of The Synopsis, we give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below! Coupang 4Q24 Business Update Perimeter Solutions 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here.
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love
In this insightful conversation we talk with Philz Coffee Cofounder, Jacob Jaber, on what it was like to build and operate a coffee business from a single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience down to general business lessons that are highly app
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
On this Dialogue episode of The Synopsis, we debreif on our Todd Haushalter interview and give an update on Evolution and Airbnb. We also talk about the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below! Evolution 4Q24 Business Update Airbnb 4Q24 Business Update For full access to all of our updates and in-depth research reports, includin
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.
In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter, we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition. Todd Haushalter joined Evolution in 2015 and is responsible for having created billions of dollars of value for
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Invisible Competitor: When Creating Value is Better than Fighting for It " Memo Link: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creating -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A B
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns
In this fun and insightful conversation we talk to Matt Reustle. Matt was a credit analyst and then equity analyst at Goldman Sachs in New York. He later worked on the buy-side and then moved to become Colossus's CEO, which is the podcast group responsible for Business Breakdowns and Invest Like The Best. We talk about what people misunderstand about the Sell-side, why most investors fail with man
Interview. Investment Management in Practice with Baskin Wealth Management
In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund versus seperately managed accounts, as well as much
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
In this company focused interview, we talk with "MBI", or Mostly Borrowed Ideas, as he is known on Twitter. We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments in the audio company up to current day. Our Lululemon discussion is centered arou
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