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The Synopsis
Speedwell Research, LLC
103 episodes
3 days 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 (20/103)
The Synopsis
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
2 days ago
1 hour 17 minutes 26 seconds

The Synopsis
Article. Airbnb Business History
1 week ago
14 minutes 6 seconds

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

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

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

The Synopsis
Article. An Interview on Investing with Speedwell Research's Drew Cohen
4 weeks ago
26 minutes 51 seconds

The Synopsis
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner
4 weeks ago
56 minutes 21 seconds

The Synopsis
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
1 month ago
1 hour 6 minutes 31 seconds

The Synopsis
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC
1 month ago
51 minutes 43 seconds

The Synopsis
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan
1 month ago
2 hours 49 minutes 44 seconds

The Synopsis
Article. CoStar Group Business History
1 month ago
24 minutes 58 seconds

The Synopsis
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
1 month ago
44 minutes 12 seconds

The Synopsis
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love
1 month ago
1 hour 8 minutes 4 seconds

The Synopsis
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
1 month ago
56 minutes 59 seconds

The Synopsis
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.
2 months ago
2 hours 38 seconds

The Synopsis
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It
2 months ago
22 minutes 26 seconds

The Synopsis
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns
2 months ago
1 hour 13 minutes 48 seconds

The Synopsis
Interview. Investment Management in Practice with Baskin Wealth Management
2 months ago
1 hour 12 minutes 16 seconds

The Synopsis
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
3 months ago
1 hour 57 minutes 57 seconds

The Synopsis
Article. Axon Business History
3 months ago
25 minutes 8 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.