The Synopsis

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-d...

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...

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 appro...

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...

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 be...

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  in...

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.   ~*~ Fo...

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...

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 Me...

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...

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 In...

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'...

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...

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...

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  ...

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 Speedw...

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....

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 (0:4...

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 Assumpt...

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 u...

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, includ...

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...

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 CoStar...

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 t...

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 Dream...