The Synopsis

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...

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...

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...

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 res...

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@speedwellresea...

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...

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 Spe...

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...

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 ....

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...