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Explore every episode of the podcast The Synopsis

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TitlePub. DateDuration
Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing15 Sep 202600:49:51

In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors. 

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Show Notes

0:00)  — Denying Allegations
(3:04)  — Using Multiples
(6:58)  — The Importance of Making Your Assumptions Known
(19:56)  — Why a Multiple is a Shorthand For a DCF
(24:44)  — You Don't Need a Terminal Value
(27:00)  — Adobe Business Update
(34:12)  — Adobe's Incoherent Strategy and CEO Transition

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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 become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital03 Sep 202601:23:57

In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. 

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

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Show Notes

(0:00)  — Dimitry's Investment Philosophy
(8:14)  — What is a Quality Business?
(10:36)  — Dimitry's Palantir Investment Thesis
(22:45)  — How Do You Gain Confidence in High Growth Assumptions?
(26:00)  — A High Multiple Isn't Always Bad
(32:31)  — 2 Investment Mistakes
(40:26)  — Circle of Competence
(44:51)  — The Importance of Understanding Your Psychology
(51:52)  — Study History
(53:31)  — Drawdowns and Destination Analysis
(1:02:12)  — Dimitry's Thesis on Netflix
(1:07:22)  — Dimitry's Thesis on DLocal
(1:13:42)  — How Dimitry Thinks About Portfolio Construction
(1:23:12)  — Where to Find Dimitry

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle26 Aug 202600:40:19

In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. 

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Show Notes

(0:00)  — Should You Concentrate or Diversify? 
(11:45)  — Investment Matching Principle
(19:53)  — Don't Overweight One Individual Risk
(26:44)  — Position Sizing is Unscientific
(38:09)  — Find Your Sweet Spot

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong20 Aug 202601:06:46

In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. 

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

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Show Notes

(0:00)  — Viewer Comments
(7:06)  — Buffett's 3 Lessons That Investors Misunderstand
(10:22)  — What Value Investing Really Means
(19:06)  — Margin of Safety
(28:49)  — Circle of Competence
(37:46)  — Meli Update
(44:43)  — Meli Net Interest Margin
(50:41)  — Meli's Credit Risk
(59:23)  — Interest Margin Sustainability

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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 become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. What Meta's Capex is Really for and Their 6 Call Options13 Aug 202600:51:38

In this Dialogue episode of The Synopsis we provide an update on Meta! 

 

~*~

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

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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 become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — The Synopsis is Coming to YouTube!
(3:01)  — Meta Update
(13:34)  — Meta's 6 Call Options
(24:12)  — Meta Compute
(30:18)  — Meta AI
(33:16)  — Does Meta Need a Frontier Model?
(39:41)  — Litigation Risk

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber23 Jul 202601:01:53

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. 

 

~*~

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

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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 become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Atlassian Business Overview
(8:45)  — Vertical vs Horizontal Software
(11:15)  — Is Atlassian a Melting Ice Cube?
(12:56)  — Atlassian AI Argument
(35:11)  — Duolingo Update
(50:45)  — Uber News
(53:53)  — Buffett Leads Berkshire's Google Investment

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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 become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away15 Jul 202600:45:10

In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. 

YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th) 

Five Minute Money Newsletter Free Sign Up

 

~*~

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 

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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 become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  —Netflix Narrative
(6:31)  — Why is Engagement Falling?
(9:38)  — Netflix Ad Tech
(17:44)  — Netflix Content Cost Per Sub Advantage
(21:37)  — Netflix Valuation
(27:35)  — Should You Buy or Rent a Home?
(34:28)  — Home Buying Rules

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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 become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. Copart, Adobe, and Uber Business Updates03 Jul 202601:05:22

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

 

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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 you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro
(3:08)  — Copart Update: Is IAA Out Competing Copart?
(20:35)  — Adobe Update: Is AI Replacing Adobe? 
(47:05)  — Uber Update: Is Waymo Disrupting Uber?

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy18 Jun 202600:42:50

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

 

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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 you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Why Cash is Not Trash
(4:34)  — Duration Risk
(10:32)  — Berkshire Hathaway and the Cost of Equity
(16:50)  — Lump Sum or Dollar Cost Average?
(19:10)  — Don't Position Your Portfolio for Macro Calls
(24:34)  — End of World Portfolio
(29:10)  — Emergency Savings
(34:47)  — Real Estate

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle10 Jun 202600:59:24

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. 

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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 become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Financial vs Technology Bubbles
(5:45)  — Are AI Model Companies in a Bubble?
(11:04)  — Arguments For Why We Are in an AI Bubble
(25:51)  — How Reflexivity Affects Outcomes
(35:33)  — Software Bull Case
(38:12)  — AI Bubble Argument Summary
(41:29)  — AI Bubble Counterarguments
(46:36)  — What You Can Do as an Investor

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update26 May 202601:01:23

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. 

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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 become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — S&P 500 Concentration a Risk?
(20:40)  — Adobe Report Tease
(23:18)  — Intuit Earnings Review
(36:12)  — CSU Earnings and AGM
(44:34)  — Why AI is a Beneficiary for Axon
(49:17)  — Mercado Libre Earnings Takeaways and Risks
(56:38)  — Sea Limited Earnings Takeaways and Risks

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Interview. Highest Conviction Investments and Investing Lessons with Rose Celine07 May 202601:36:00

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 you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

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Show Notes

 (0:00)  — Rose's Background 
(6:31)  — Investment Philosophy
(8:46)  — Punch Card Investing
(13:27)  — Axon Mistake
(20:28)  — Mercado Libre Investment Case
(27:37)  — Thoughts on Sea Limited Competition
(32:44)  — South America Profitability vs the U.S.?
(40:28)  — Portfolio Construction
(44:38)  —  DLocal Investment Thesis
(54:45)  — Importance of Management
(55:57)  — Why Rose Invested in ServiceNow
(59:32)  — Valuation Thoughts
(1:10:50)  — Mercado Libre FinTech Risk
(1:17:58)  — Business Models Rose Avoids
(1:21:42)  — How to Judge an Opportunity Based on Opportunity Cost
(1:29:07)  — Sell a Great Business When it's Overvalued?

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Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

*~*~*~*~* 

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Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans01 May 202600:59:42

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 AI Expert Call Here. We will have this conversation on May 5th, but you will be able to download a recording if you sign-up now and miss that time. 

 

*~*~*~*~* 

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro
(5:10)  — South Korean E-Commerce Competitive Landscape
(9:25)  — What Coupang's Market Share Could Be
(10:47)  — Biggest Gaps in Selection on Coupang
(16:16)  — Differences Between 1P vs 3P
(18:30)  — Taiwan
(23:00)  — Coupang vs Sea Limited in Taiwan
(28:32)  — Can Coupang Expand Beyond Korea?
(35:40)  — Coupang Eats Strategy
(40:04)  — Coupang Pay Strategy
(42:27)  — Advertising Runway
(46:08)  — Coupang Pay Strategy
(50:04)  — Why 1P is More Profitable Than 3P
(58:02)  — Risks Facing Coupang

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Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

*~*~*~*~* 

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu23 Apr 202601:13:47

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 Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro
(0:43)  — Fred Liu's Investment Philosophy
(2:39)  — Looking for Owner-Operators
(4:49)  — Why Fred Liu Concentrates His Portfolio
(8:29)  — Thoughts on Trimming Winners
(16:03)  — Investing in Rational Capital Allocators
(19:15)  — What Fred Liu Saw in Sea Limited and Shopee in 2018
(32:38)  — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba
(44:49)  — Why Fred Liu Exited Pinduoduo
(46:48)  — Expectations With Sea Limited 
(51:48)  — Shopee's Strategy in Brazil Compared to Mercado Libre
(58:22)  — AppLovin Investment Thesis
(1:05:07)  — Expectations for AppLovin Going Forward
(1:09:15)  — AppLovin's Risks
(1:11:49)  — Where You Can Find Fred Liu

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Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

*~*~*~*~* 

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews20 Apr 202600:52:06

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. 

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Intro
(2:50)  — Shift4 Interview Takeaways
(13:43)  — Bill Nygren Interview Takeaways
(16:35)  — When Do You Buy or Sell and How Taxes Affect Your Selling Decision
(33:00)  — Chris Mayer Interview Takeaways: Thoughts on CSU & Copart
(40:36)  — Private Credit Crisis

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 

Interview. Chris Mayer on Finding Quality Compounding Stocks08 Apr 202601:26:17

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 podcast on YouTube here

 

*~*~*~*~* 

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Show Notes

(0:50)  — Investment Philosophy
(1:45)  — Concentration
(4:08)  — Margin of Safety
(7:18)  — Risk of Paying a Premium Multiple
(10:02)  — Buy & Hold or Sell?
(17:33)  — CSU Reinvestment Risk
(24:02)  — What Stocks Excite Chris the Most
(28:26)  — Is the Quality Sell-Off Justified?
(33:31)  — AI Risks
(37:14)  — Thoughts on Copart
(51:00)  — Research Process
(1:02:44)  — What Companies Will Be Impacted by AI
(1:08:52)  — How Do You Have Confidence in a Buy/Sell Decision?
(1:13:05)  — How Psychological Biases Affect Decision Making
(1:16:55)  — The Risk of Copying Successful Investors
(1:22:03)  — Why You Can Time the Market
(1:24:36)  — The Investor's Odyssey

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Bill Nygren on 25 Years of Beating the Market23 Mar 202601:21:21

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 & Meta, as well as what a lot of value investors get wrong. We even had time to talk about his Salesforce and Airbnb postions a bit. We hope you enjoy!  

You can find a video version of this podcast on YouTube here

 

*~*~*~*~* 

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Show Notes

(0:51)  — Bill Nygren's Investment Philosophy
(4:15)  — Valuation Timeframe
(9:22)  — Is There a Thing as Fair Value?
(12:19)  — Investing in Banks
(17:30)  — Why Haven't We Had a Normal Recession?
(18:43)  — How to Value a Cyclical Business?
(23:24)  — How Confident Can You Be on Your Downside?
(24:36)  — Does the Quality of Management Matter?
(26:28)  — How Important is ROIC?
(28:34)  — Should an Investor Buy & Hold Forever?
(39:21)  — The Role of Talking to Management in Your Investment Process
(41:54)  — Research Process
(44:54)  — How to Gain Confidence in Your Research
(49:08)  — Investing Lessons From Meta & Netflix
(1:03:48)  — Portfolio Analyst Relationship
(1:06:38)  — Portfolio Diversification
(1:10:06)  — Salesforce and the AI Risks
(1:13:64)  — What to Do About Deferred Revenue in Software Stocks
(1:17:26)  — Why Bill Owns Airbnb Over Booking Holdings

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.18 Mar 202601:05:39

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 access here.

*~*~*~*~* 

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If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Shift4 Business Overview
(1:14)  — Where Shift4 Fits in the Payment Value Chain
(3:17)  — How Shift4 Differentiates Itself
(7:12)  — Competitive Dynamics
(8:46)  — Toast vs Shift4
(14:26)  — ROIC and Capital Allocation
(24:46)  — The Role of Gateway and Global Blue
(36:34)  — Global Blue Competitive Dynamics
(44:06)  — Organic Growth vs M&A
(59:39)  — 2027 Free Cash Flow Target Still on the Table?
(1:04:22)  —  Can Shift4 be Recreated?

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon12 Mar 202600:43:39

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 called "The Innovation Stack". In this interview we touch on some of his key learnings, as well as talk about why it is so hard to copy some businesses.

**Purchase Jim's Book, The Innovation Stack, Here

AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

*~*~*~*~* 

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-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) —  Amazon vs Square
(13:22) — Why Amazon Quit Against Square
(24:58) — Southwest
(37:33) — Copying a Companies Innovation Stack
(40:53) — Advice to Build a Business

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discuessed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal05 Mar 202600:56:32

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. 

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YouTube Video Links: Paypal, Netflix, Duolingo

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Intro, Netflix/Paramount Warner Bros. Deal
(17:17)  — Duolingo Selloff
(30:08)  — Duolingo Valuation
(36:20)  — PayPal Overview
(42:48)  — What Makes a Good Manager?
(52:41)  — PayPal Valuation

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. ServiceNow and an AI SaaS Risk Breakdown23 Feb 202600:55:39

In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! 

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Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here. 

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Show Notes

(0:00)  — Intro
(3:48)  — ServiceNow Business Overview
(13:00)  — Risks to ServiceNow
(21:32)  — AI Control Tower
(24:14)  — Competitive Dynamics
(32:10)  — Valuation
(35:18)  — Mature Margin Diatribe
(42:39)  — AI Risk Rebuttal
(46:16)  — ServiceNow Blue Sky Scenario
(47:38)  —  Intuit Disrupted?
(50:46)  — Will Margins Collapse for SaaS?
(52:54)  — Difference Between SMB vs Enterprise SaaS

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Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Company. How Shift4 Built and Bought an Integrated Payments Powerhouse19 Feb 202601:41:15

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 Speedwell Member here. 

If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email info@speedwellresearch.com 

*~*~*~*

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro
(6:04)  — Why Shift4?
(11:36)  — Payment Processing Example
(18:34)  — Shift4 History
(45:40)  — Revenue Breakdown
(57:10)  — Gateway Economics
(1:00:00)  — Business Overview
(1:02:00)  — Competition
(1:10:00)  — Value Proposition
(1:15:56)  — Capital Allocation & ROIC
(1:27:00)  — Valuation
(1:32:16)  — Risks
(1:38:00)  — Upside
(1:40:50)  — Shift4 CEO Interview Announcement

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording no contributors had a position in FOUR. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)10 Feb 202600:40:49

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. 

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Watch the Constellation Software Video Here, the Adobe Video Here, or The "Why Dating Apps are a Bad Business" Video Here. 

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Show Notes

(0:00)  — Ferrari Report
(1:14)  — Software Selloff
(7:06)  — Will AI Become Modularized?
(8:25)  — CSU AI Risk
(24:30)  — Why Dating Apps are Bad Businesses
(39:52)  — Upcoming Announcements

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates05 Feb 202600:27:50

In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. 

Watch the Constellation Software Video

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Show Notes

(0:00)  —Monologue Intro
(1:16)  — CSU Video
(3:28)  — New Research Report Announcement
(5:02)  — LVMH 4Q25 Update
(10:26)  — AppFolio 4Q25 Update
(13:34)  — Meta 4Q25 Update
(24:51)  — Trailing Multiple Diatribe

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Breaking down Uber and the AV Threat28 Jan 202600:46:23

In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a 

Watch the Uber YouTube Video Here

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Show Notes

(0:00)  — Podcast Format Announcement
(3:37)  — Uber History
(11:12)  — Alibaba Analogy
(13:24)  — Management & Increasing Monetization
(16:32)  — Opportunities
(18:57)  — Grocery Delivery
(20:42)  — Where Will Growth Come From?
(22:36)  — Uber Freight
(23:20)  —AV Opportunity
(26:22)  — AV Risk (Waymo)
(29:24)  — Robotaxi
(35:21)  — Agentic AI
(37:52)  — Valuation

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Former Board of Director at Prada on The Luxury Industry19 Jan 202600:58:02

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

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-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro
(3:00) — Luxury Brand DNA
(8:44) — Who is Actually Luxury
(22:00) — Gen-Z
(38:00) — China Slowdown
(52:23) — More Sought After Company? 

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. The Math Behind SpaceX's $1.5T Valuation15 Jan 202600:35:37

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

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Show Notes

(0:00)  — Shift4 & AlphaSense Coupang Announcement
(3:50)  — SpaceX Intro
(6:36)  — SpaceX Business Segments
(16:04)  — Competition in Launch
(21:36)  — Starlink Competition
(27:16)  — SpaceX Valuation

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)08 Jan 202600:57:00

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

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Show Notes

(0:00)  — Intro 
(2:49)  — Mistake #1: Position Sizing
(12:25)  — Mistake #2: Overlooking Conflicting Info
(20:11)  — Mistake #3: Borrowing Conviction
(25:44)  — Mistake #4: Selling Too Soon
(32:28)  — Mistake #5: Overlooking Intuition
(39:56)  — Mistake #6: Dismissing Ideas Due to Bias
(45:23)  — Mistake #7: Sentiment Driving Emotions
(54:13)  — Mistake #8: Monitoring
(56:10)  — Outro

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes30 Dec 202500:54:21

In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. 

CoreWeave YouTube Video

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Show Notes

(0:00)  — Intro & Announcements 
(4:30)  — CoreWeave Overview
(21:25)  — CoreWeave vs. Hyperscalers
(34:30)  — Is Today like the 1990s?
(40:15)  — CoreWeave Capital Structure
(46:18)  — CoreWeave Bull Case
(45:17)  — How CoreWeave is Similar to AerCap
(52:22)  — CoreWeave Rough Valuation
(54:10)  — Outro

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer18 Dec 202500:50:27

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — New Newsletter 
(4:30)  — RH 3Q25 Update
(10:32)  — RH Accessory Business
(22:30)  — RH Design Studios & International
(34:15)  — CPNG 3Q25 Update
(32:14)  — CPNG AI & Data Leak
(45:17)  — Taiwan
(49:24)  — CPNG AlphaSense Webinar Announcement

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and RH. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and RH. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. A Deep Dive on Growth Investing with "From Growth to Value"11 Dec 202501:15:59

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 up to get it! 

*~*~*~*~* 

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If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — New Finance Newsletter

(1:24) — Kris's Investment Style

(4:32) — Portfolio Construction 

(13:46) — Case Study: Duolingo

(31:18) — Investing Growth Assumptions

(46:29)  — DCFs, Valuation, and Growth Investing 

(1:01:13) — Tesla, Nvidia

(1:15:22) — Conclusion

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Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

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Twitter: @Speedwell_LLC

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!04 Dec 202500:44:55

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+ expert calls through this link. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Intro
(1:48)  — Nvidia & Google Diatribe
(5:44)  — CSU Update
(6:29)  — CSU's AI Risk
(24:43)  — Copart Update
(28:06)  — IAA Market Share Gain
(32:14)  — Market Dynamics
(34:22)  — AV Risk
(41:20)  — Stock Buybacks?
(43:00)  — Outro and Announcements

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPRT and CSU. Furthermore, accounts one or more contributors advise on may also have a position in CPRT and CSU. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Article. APi Global Business History14 Nov 202500:15:43

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, Apple

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Show Notes

(0:00) – Why History Matters

(2:24) –Founding History

(5:41) – Business History

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Speedwell Research's main website can be found here. 

Find Speedwell's free newsletter here.

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Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in APG. Furthermore, accounts one or more contributors advise on may also have a position in APG. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?10 Nov 202500:54:20

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Intro
(2:10)  — Axon 3Q25 Update
(13:50)  — Axon 911 Push
(18:08)  — Axon Enterprise Call Option
(22:20)  — Axon Valuation
(30:00)  — Floor & Decor 3Q25 Update
(38:24)  — FND Valuation
(53:47)  — Outro

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in FND and AXON. Furthermore, accounts one or more contributors advise on may also have a position in FND and AXON. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M03 Nov 202500:50:20

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00)  — Intro
(0:55)  — CoStar 3Q25 Update
(3:30)  — CoStar's S&M Spend
(10:10)  — CoStar Valuation
(12:10)  — Meta 3Q25 Update
(18:30)  — Meta Capex Spend
(29:05)  — Competition For Time Spent
(32:36)  — Meta Valuation
(35:30)  — PRM 3Q25 Update
(45:35)  — PRM Valuation
(49:00)  — Outro

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CoStar, Meta, and Perimeter Solutions. Furthermore, accounts one or more contributors advise on may also have a position in CoStar, Meta, and Perimeter Solutions. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues24 Oct 202500:27:45

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Evolution Intro

(2:09) — High Level Overview

(4:38) — Asia Developments

(17:45) — Competitve Dynamics, Asia a Zero? 

(24:37) — Other Notables 

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in Evolution. Furthermore, accounts one or more contributors advise on may also have a position in Evolution. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Company. APi Global: The B2B Service Giant Consolidator16 Oct 202501:42:29

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 Global to cover everything from their involvement with legendary investor Martin Franklin and the business transformation to the many types of services they offer and the large competition set they face. We hope you enjoy! 

**Learn more about our 61-page report here**

For full access to all of our in-depth research reports, become a Speedwell Member here. 

If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email info@speedwellresearch.com 

*~*~*~*

-*-*-*-*-*-*-*-*-*-*-

Show Notes

~Section 1: Business History~

(0:00)  — Intro
(6:22)  — Martin Franklin and The History of APi Group
(13:12)  — Leading With Inspections
(24:16)  — Smaller Project Focus and M&A
(28:18)  — Chubb Acquisition and Improving Service Mix

~Section 2: Business Background~


(34:40)  — Revenue Segment Breakdown
(42:15)  — The Shift to Recurring Revenues
(45:50)  — Profitability

~Section 3: Industry and Competition~


(48:00)  — Industry and T.A.M
(50:31)  — Competition and Competitive Advantages
(1:05:00)  — APi Group Model and Industry Dynamics

~Section 4: Capital Allocation, Risk, and Valuation~


(1:26:05)  — Capital Allocation, FCF Conversion, and ROIC
(1:34:35)  — Preferred Shares and Insider Ownership
(1:36:06)  — Reverse DCF Valuation 
(1:38:20)  — Risks
(1:41:50)  — Outro

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of recording contributors had a position in APG. Furthermore, accounts contributors advise on also may have  a position in APG. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet09 Oct 202500:44:15

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 Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro 

(2:30) — Meta Vibes

(5:30) — Entertainment Minutes and New Consumer Touchpoint:

(17:40) — OpenAI Marketplace

(21:25) — Modularity

(25:35) — OpenAI superapp?

(41:30) — John Malone Analogy

(43:00) — Casey's Release Announcement

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.25 Sep 202501:08:02

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 access here.

*~*~*~*~* 

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro
(4:16) — Copycats & competition
(26:15) — Organic growth 
(41:30) — Opportunity in payments? 
(44:52) — Style drift
(53:56) — How AI effects CSU
(59:30) — Rapid fire questions

-*-*-*-*-*-*-*-*-*-*-

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Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $CSU. Furthermore, accounts contributors advise on may also have positions in $CSU. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal18 Sep 202500:44:05

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro 

(2:00) — RH high-level update:

(7:00) — RH Paris

(9:03) — Tariffs & Furniture Investigation

(13:17) — Discounting, Horizontal and Vertical Inventory, Luxury Diatribe

(24:57) — RH Debt Load & Valuation

(30:59) — Oracle-OpenAI Deal

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in RH. Furthermore, accounts one or more contributors advise on may also have a position in RH. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History12 Sep 202500:57:10

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. 

~*~

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00)  — Intro,  Book Rec.

(2:41) — Perimeter Solutions Overview

(11:15) — IMS acquisitions and capital allocation

(23:09) — Constellation Software Recap

(29:50) — Copart Recap

(39:03) — Nvidia GPU Risk

(44:25) — Fed Rate History

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in PRM, CSU, and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in PRM, CSU, and CPRT. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud03 Sep 202500:57:41

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-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro

(2:05) — Axon high-level business update

(10:40) — Dedrone 

(17:10) — Axon FCF conversion 

(21:15) — AI survey, international, and valuation 

(28:00) — Coupang high level update

(36:10) — Coupang AlphaSense Interview commentary

(45:00) — Coupang Cloud 

(49:15) — Taiwan and other markets 

(55:16) — Coupang valuation 

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and AXON. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and AXON. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis28 Aug 202500:27:22

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 become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro

(0:52) — AppFolio Background

(2:29) — High Level Update

(8:57) — AppFolio AI vs. competitors, Cushman & Wakefield Expert Call Interview

(20:50) — AppFolio Stack Marketplace 

(23:59) — Valuation, G&A, and Mature Margins

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

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-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in APPF. Furthermore, accounts one or more contributors advise on may also have a position in APPF. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India21 Aug 202500:59:40

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 approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Investment Philosophy

(12:44) — A Great Business Ramneek Recently Found

(19:50) — Portfolio Construction 

(24:27) — How to Treat the Market 

(40:54) — Investing In Indian Stocks 

(54:00)  — Importance of Corporate Access 

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Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed08 Aug 202500:32:16

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-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Intro

(1:24) — Floor & Decor 2Q25 Update

(16:07) — Meta 2Q25 Update 

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in META and FND. Furthermore, accounts one or more contributors advise on may also have a position in META and FND. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates04 Aug 202500:11:37

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 become an approved research vendor in order to expense it.

~*~

You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews.

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Show Notes

(0:00) — 100th Episode, New Product Announcement 

(2:29 ) — The Investor's Briefing #1 

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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 become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption30 Jul 202500:46:53

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 info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Intro 

(1:27 ) — CSU Head of M&A Interview Announcement

(3:18) — Memo Overview

(8:58) — PC Competition

(21:24) — Reframing Disruption

(27:05) — Good Business Can Become Irrelevant 

(37:55) — When to Copy Competition

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks22 Jul 202500:42:42

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. 

~*~

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 become an approved research vendor in order to expense it.

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Show Notes

(0:00) — High Level Earnings Review

(19:31) — Overview of Market Regulation

(23:17) — UK Investigation and EU Ring-Fencing

(29:19) — Asia Market Regulation and Cyber Attacks 

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in Evolution. Furthermore, accounts one or more contributors advise on may also have a position in Evolution. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"08 Jul 202501:15:59

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 help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com 

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Show Notes

(0:00) — What is Precision Medicine and Life Sciences

(11:15) — Small Markets, but Higher Prices

(22:24) — Why Precision Medicine is like Dating Apps

(27:56) — Investment Strategy and Portfolio Construction

(47:20) — Two Stocks: Natera ($NTRA) and Guardant Health ($GH)

(54:24) — Risk of the Unknown?

(1:02:55) — Revolutions Medicines ($RVMD)

(1:11:10) — Financial Modeling

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Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes26 Jun 202500:36:02

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 Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Intro

(1:55) —  Constellation Software Recap

(17:15) — Copart Update 

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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 become an approved research vendor in order to expense it.

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPRT and CSU. Furthermore, accounts one or more contributors advise on may also have a position in CPRT and CSU. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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