The Synopsis

Nov 08 2024 61 ep. 46 mins 34
The Synopsis Podcast artwork

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

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Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

Nov 08 2024 20 mins  
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 "How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith" Memo Link: https://www.speedwellmemos.com/p/how-axons-founder-built-a-35bn-business Get access to our full $AXON Research

Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update

Nov 05 2024 65 mins  
On this Dialogue episode we talk about 3Q24 earnings for Floor & Decor, Meta, and Etsy. You can read this entire 3Q24 earnings update for free here. For full access to all of our updates and in-depth research reports, become a Speedwell Member here. *~*~*~*~* Link for Podcast Mentioned in the Show: "Dialogue. Meta, Etsy, and Snowballing Risks" (Apple, Spotify) *~*~*~*~* For all t

Dialogue. 3Q24 Costar Group and Evolution Business Update

Oct 25 2024 60 mins  
On this episode we talk about 3Q24 earnings for CoStar Group ($CSGP) and Evolution ($EVO). The free versions of the earnings updates can be found here: CoStar Group, Evolution For full access to all of our updates and in-depth research reports, become a Speedwell Member here. For both companies we have longer, in-depth podcast episodes which you can listen to below. These are eve

Interview. Sidecar Investor on Giving a Great Manager the Wheel

Oct 22 2024 71 mins  
In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "stable assumptions", and when to not trust an operator, among much more! Find out more about Sidecar Investor here and follow him on Twitter @sidecarcap The Mentioned Memo on Home Depot can be found here. *~*~*~*~* Get access to all

Article. Minimum Viable Products versus Maximum Possible Products

Oct 18 2024 14 mins  
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 "Minimum Viable Products versus Maximum Possible Products " Memo Link: www.SpeedwellMemos.com/mvps-versus-mpps -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Housekeeping (1:06) –Memo Reading Sta

Dialogue. Explaining The Reverse DCF

Oct 16 2024 44 mins  
On this episode we talk about a recent memo, Investing is Just Answering a Series of Questions: Explaining the Reverse DCF We cover what a Reverse DCF is, how do use one, common errors, and how an investor should conceptulize the outputs. We hope you enjoy! *~*~* For full access to all of our in-depth research reports, become a Speedwell Member here. *~*~* Other Speedwell Memos

Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"

Oct 09 2024 102 mins  
In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and more! Find out more about Biz Almanac's research and wri

Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Oct 03 2024 20 mins  
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 "Investing is Just Answering a Series of Questions: Explaining the Reverse DCF" Memo Link: https://www.speedwellmemos.com/p/investing-is-just-answering-a-series Recomended Article Podcast on Hur

Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority

Sep 27 2024 196 mins  
In this company episode on CoStar Group, Speedwell Research draws on their extensive research report to cover everything from Founder Andy Florance's entrance into the real estate data space from his Princeton dorm room to becoming the dominant real estate data and analytics provider. Florance not only beat out competition in the commerical data space, but succesfully entered sever

Dialogue. Secrets from the Sell-side

Sep 05 2024 40 mins  
On this episode we talk about a recent memo, What You Don't Know About Sell-side Price Targets We cover several factors that influence a sell-side analysts' recommendations and explain that price targets don't mean what you think they do. We hope you enjoy! For full access to all of our in-depth research reports, become a Speedwell Member here. -*-*-*-*-*-*-*-*-*-*- Show Notes (