The Synopsis

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...

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 Me...

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 b...

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...

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...

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...

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 Spe...

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 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...

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...

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...

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...

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...

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...

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  Speedw...

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...

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 o...

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@speedwellresearc...

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 ac...

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...

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-d...

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@speedwe...

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 y...

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...

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+ exp...