The Synopsis

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...

On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not content to just reinvent how policing worked in the fie...

In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link:   https://www.speedwellmemos.com/p/costar-business-history   *~* *Become a Speedwell Member or Purchase the CoStar Group Single Rep...

On this Dialogue episode of The Synopsis, we  give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below!  Coupang 4Q24 Business Update  Perimeter Solutions 4Q24 Business Update  For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here ....

In this insightful conversation we talk with Philz Coffee Cofounder, Jacob Jaber , on what it was like to build and operate a coffee business from a single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience down to general business lessons that are highly app...

On this Dialogue episode of The Synopsis, we debreif on our Todd Haushalter interview and give an update on Evolution and Airbnb. We also talk about the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below!  Evolution 4Q24 Business Update  Airbnb 4Q24 Business Update  For full access to all of our updates and in-depth research reports, includin...

In this wildly insighful conversation with  Evolution's Chief Product Officer Todd Haushalter , we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition.  Todd Haushalter joined Evolution in 2015 and is responsible for having created billions of dollars of value for...

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 Invisible Competitor: When Creating Value is Better than Fighting for It " Memo Link: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creating   -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A B...

In this fun and insightful conversation we talk to Matt Reustle . Matt was a credit analyst and then equity analyst at Goldman Sachs in New York. He later worked on the buy-side and then moved to become Colossus's CEO, which is the podcast group responsible for Business Breakdowns and Invest Like The Best. We talk about what people misunderstand about the Sell-side, why most investors fail with ma...

In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund versus seperately managed accounts, as well as much...

In this company focused interview, we talk with "MBI", or  Mostly Borrowed Ideas , as he is known on Twitter.  We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments in the audio company up to current day. Our Lululemon discussion is centered ar...

In this episode of The Synopsis we read an excerpt from our extensive research report of Axon! If you prefer to read instead of listen to the memo, you can find access to the article below. Memo Link:   https://www.speedwellmemos.com/p/axon-business-history   Become a Speedwell Member or Purchase the Axon Single Report Here -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:25) –Memo Reading Start...

In this company focused interview, we talk with The Science of Hitting's Alex Morris on the Dollar Tree, Netflix, Disney, Match Group, Airbnb, and Spotify, in addition to touching on thoughts around when to exit a postion and how to stay open to new information. The Science of Hitting Research (or TSOH for short) is an investment research service that provides subscribers in-depth analysis on publ...

On this Dialogue episode of The Synopsis, we took notes on all of our listener questions and answered different ones instead. In this wide ranging discussion we talk about lessons from the most boring business we covered, investing myths, our research process, and, yes, our listeners' questions too. Enjoy!  For full access to all of our updates and in-depth research reports, become a  Speedwell Me...

On this Company episode of The Synopsis we cover Perimeter Solutions. Perimeter Solutions is the sole provider of a key fire fighting product, as well as other fire safety solutons. They went public through an acquistion vehicle controlled by Transdigm Founder and Billionaire, Nick Howley, as well as "The Outsiders" Author, William Thorndike. Nick Howley wants to apply the same model that made Tra...

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 "What is a Fair Investment Assumption? " Memo Link: https://www.speedwellmemos.com/p/what-is-a-fair-investment-assumption   -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Housekeeping / Intro (0:25) –Memo Reading St...

On this Dialogue episode we give an update on two of our companies: Copart and Coupang! We talk about Coupang's new entrance into the luxury market and two call options for Copart. Plus a short diatribe on Temu and Aliexpress.  You can read the 3Q24 business update on Coupang here and on Copart here . *Note: it is Copart's 1Q25 fiscal year*  *Apologies, but it seems the mic recorded lower sound qu...