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The Synopsis
Speedwell Research, LLC
116 episodes
1 day ago
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.
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Investing
Business
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All content for The Synopsis is the property of Speedwell Research, LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/116)
The Synopsis
Briefing. Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI
3 days ago
14 minutes 42 seconds

The Synopsis
Briefing. Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up
1 week ago
11 minutes 16 seconds

The Synopsis
Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed
1 week ago
32 minutes 16 seconds

The Synopsis
Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
2 weeks ago
11 minutes 37 seconds

The Synopsis
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption
2 weeks ago
46 minutes 53 seconds

The Synopsis
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks
4 weeks ago
42 minutes 42 seconds

The Synopsis
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
1 month ago
1 hour 15 minutes 59 seconds

The Synopsis
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes
1 month ago
36 minutes 2 seconds

The Synopsis
Company. Airbnb: Becoming a Verb
2 months ago
3 hours 44 minutes 11 seconds

The Synopsis
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences
2 months ago
19 minutes 47 seconds

The Synopsis
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
2 months ago
22 minutes 26 seconds

The Synopsis
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"
2 months ago
45 minutes 24 seconds

The Synopsis
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
3 months ago
47 minutes 23 seconds

The Synopsis
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A
3 months ago
39 minutes 13 seconds

The Synopsis
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
3 months ago
59 minutes 21 seconds

The Synopsis
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
3 months ago
1 hour 17 minutes 26 seconds

The Synopsis
Article. Airbnb Business History
4 months ago
14 minutes 6 seconds

The Synopsis
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
4 months ago
56 minutes 41 seconds

The Synopsis
Dialogue. Tariffs, Trade War, and RH Business Update
4 months ago
42 minutes 54 seconds

The Synopsis
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
4 months ago
42 minutes 41 seconds

The Synopsis
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.