The Synopsis
Episodes
Interview. Bill Nygren on 25 Years of Beating the Market
23 Mar 2026
Contributed by Lukas
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...
Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.
18 Mar 2026
Contributed by Lukas
In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apa...
Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
12 Mar 2026
Contributed by Lukas
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 th...
Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal
05 Mar 2026
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and w...
Dialogue. ServiceNow and an AI SaaS Risk Breakdown
23 Feb 2026
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point o...
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
19 Feb 2026
Contributed by Lukas
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, t...
Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)
10 Feb 2026
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point o...
Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates
05 Feb 2026
Contributed by Lukas
In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. Watch the Constellation Software Video Fi...
Dialogue. Breaking down Uber and the AV Threat
28 Jan 2026
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a Watch the Uber YouTube Video Here Five Minute Money Newsletter S...
Interview. Former Board of Director at Prada on The Luxury Industry
19 Jan 2026
Contributed by Lukas
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....
Dialogue. The Math Behind SpaceX's $1.5T Valuation
15 Jan 2026
Contributed by Lukas
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. ...
Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)
08 Jan 2026
Contributed by Lukas
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. ...
Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes
30 Dec 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. CoreWeave YouTube Video Five Minute Money New...
Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer
18 Dec 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates. RH 3Q25 Business Update Coupang 3Q25 Business Updat...
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
11 Dec 2025
Contributed by Lukas
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...
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!
04 Dec 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Constellation Software and Copart's latest quarterly earnings, as well as new risks that are emer...
Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
22 Nov 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
15 Nov 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Article. APi Global Business History
14 Nov 2025
Contributed by Lukas
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 me...
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?
10 Nov 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings. AXON 3Q25 Business Update Floor & Decor 3Q25 Busi...
Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
08 Nov 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M
03 Nov 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter ...
Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway
01 Nov 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25
25 Oct 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues
24 Oct 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings. Evolution 3Q25 Business Update This update quoted several expert c...
Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat
18 Oct 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Company. APi Global: The B2B Service Giant Consolidator
16 Oct 2025
Contributed by Lukas
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 import...
Briefing. Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones
11 Oct 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet
09 Oct 2025
Contributed by Lukas
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...
Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan
04 Oct 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Briefing. Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
27 Sep 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.
25 Sep 2025
Contributed by Lukas
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 pu...
Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band
20 Sep 2025
Contributed by Lukas
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, y...
Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal
18 Sep 2025
Contributed by Lukas
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 u...
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009
13 Sep 2025
Contributed by Lukas
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...
Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History
12 Sep 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's do...
Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations
06 Sep 2025
Contributed by Lukas
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...
Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud
03 Sep 2025
Contributed by Lukas
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 up...
Briefing. Tarrifs Struck Down (Again), Fed Independence Threatened, Nvidia's $60bn Buyback
30 Aug 2025
Contributed by Lukas
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...
Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis
28 Aug 2025
Contributed by Lukas
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 ...
Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze
23 Aug 2025
Contributed by Lukas
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...
Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India
21 Aug 2025
Contributed by Lukas
This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, port...
Briefing. Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI
16 Aug 2025
Contributed by Lukas
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...
Briefing. Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up
09 Aug 2025
Contributed by Lukas
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...
Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed
08 Aug 2025
Contributed by Lukas
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 vers...
Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
04 Aug 2025
Contributed by Lukas
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...
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption
30 Jul 2025
Contributed by Lukas
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 m...
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks
22 Jul 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we discuss Evolution's 2Q25 earnings. We also give an overview of regulated vs unregulated markets and diffe...
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
08 Jul 2025
Contributed by Lukas
In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his inv...
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes
26 Jun 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we give an update on Constellation Software and Copart after 1Q25 earnings (or fiscal 3Q25 for Copart) . Che...
Company. Airbnb: Becoming a Verb
20 Jun 2025
Contributed by Lukas
In this Company episode of The Synopsis we draw on our 108-page research report on Airbnb; the company that pioneered the sharing economy and become a...
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences
13 Jun 2025
Contributed by Lukas
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 t...
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
06 Jun 2025
Contributed by Lukas
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 t...
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"
23 May 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written ...
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
15 May 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer...
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A
08 May 2025
Contributed by Lukas
In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below! A...
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
01 May 2025
Contributed by Lukas
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates ...
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
23 Apr 2025
Contributed by Lukas
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 mod...
Article. Airbnb Business History
18 Apr 2025
Contributed by Lukas
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, ...
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
16 Apr 2025
Contributed by Lukas
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...
Dialogue. Tariffs, Trade War, and RH Business Update
09 Apr 2025
Contributed by Lukas
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...
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
03 Apr 2025
Contributed by Lukas
On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes,...
Article. An Interview on Investing with Speedwell Research's Drew Cohen
28 Mar 2025
Contributed by Lukas
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 t...
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner
27 Mar 2025
Contributed by Lukas
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 bel...
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
25 Mar 2025
Contributed by Lukas
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 hi...
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC
19 Mar 2025
Contributed by Lukas
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 $FN...
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan
11 Mar 2025
Contributed by Lukas
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...
Article. CoStar Group Business History
07 Mar 2025
Contributed by Lukas
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 ...
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
04 Mar 2025
Contributed by Lukas
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...
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love
28 Feb 2025
Contributed by Lukas
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 s...
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
25 Feb 2025
Contributed by Lukas
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 t...
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.
18 Feb 2025
Contributed by Lukas
In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter, we have a wide ranging conversation on everything from...
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It
08 Feb 2025
Contributed by Lukas
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 t...
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns
06 Feb 2025
Contributed by Lukas
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 la...
Interview. Investment Management in Practice with Baskin Wealth Management
29 Jan 2025
Contributed by Lukas
In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great vari...
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
22 Jan 2025
Contributed by Lukas
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...
Article. Axon Business History
17 Jan 2025
Contributed by Lukas
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, yo...
Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research
14 Jan 2025
Contributed by Lukas
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 Spo...
Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy
27 Dec 2024
Contributed by Lukas
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 dis...
Company. Perimeter Solutions: Replicating the TransDigm Model
19 Dec 2024
Contributed by Lukas
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...
Article. What is a Fair Investment Assumption?
13 Dec 2024
Contributed by Lukas
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 t...
Dialogue. 3Q24 Coupang and Copart Business Update
05 Dec 2024
Contributed by Lukas
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 an...
Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update
27 Nov 2024
Contributed by Lukas
On this Dialogue episode we give an update on three of our companies: Axon, Constellation Software, and Dream Finders Homes. Plus a short tirade on th...
Interview. Compounding Quality on Investing in the Best Companies in the World
21 Nov 2024
Contributed by Lukas
In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he sc...
Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith
08 Nov 2024
Contributed by Lukas
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access t...
Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update
05 Nov 2024
Contributed by Lukas
On this Dialogue episode we talk about 3Q24 earnings for Floor & Decor, Meta, and Etsy. You can read this entire 3Q24 earnings update for free here. ...
Dialogue. 3Q24 Costar Group and Evolution Business Update
25 Oct 2024
Contributed by Lukas
On this episode we talk about 3Q24 earnings for CoStar Group ($CSGP) and Evolution ($EVO). The free versions of the earnings updates can be found here...
Interview. Sidecar Investor on Giving a Great Manager the Wheel
22 Oct 2024
Contributed by Lukas
In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "sta...
Article. Minimum Viable Products versus Maximum Possible Products
18 Oct 2024
Contributed by Lukas
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 t...
Dialogue. Explaining The Reverse DCF
16 Oct 2024
Contributed by Lukas
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 DC...
Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"
09 Oct 2024
Contributed by Lukas
In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well a...
Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
03 Oct 2024
Contributed by Lukas
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 t...
Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority
27 Sep 2024
Contributed by Lukas
In this company episode on CoStar Group, Speedwell Research draws on their extensive research report to cover everything from Founder Andy Florance's ...
Dialogue. Secrets from the Sell-side
05 Sep 2024
Contributed by Lukas
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 an...
Article. What You Don't Know About Sell-side Price Targets
23 Aug 2024
Contributed by Lukas
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 t...
Dialogue. Evolution and Floor & Decor 2Q24 Business Update
15 Aug 2024
Contributed by Lukas
On this episode we talk about 2Q24 earnings for Floor & Decor ($FND) and Evolution ($EVO). For both companies we have longer, in-depth podcast episode...
Article. Coupang Business History
09 Aug 2024
Contributed by Lukas
In this episode of The Synopsis we read an excerpt from our extensive research report of Coupang! If you prefer to read instead of listen to the memo,...
Company. Porsche AG: Driving Between Luxury and Premium
31 Jul 2024
Contributed by Lukas
On this Company episode of The Synopsis we cover Porsche AG. Porsche is a brand that has tried to become "luxury at scale" with over 300k units produc...
Dialogue. How to Identify a Great Business
18 Jul 2024
Contributed by Lukas
On this episode we talk about a recent memo, What is a Great Business? Other Memos Mentioned: The Consumer's Hierarchy of Preferences: The Other Si...
Dialogue. Constellation Software AGM and RH 1Q25 Update
09 Jul 2024
Contributed by Lukas
On this episode we talk Constellation Software and RH! Listen to our full company-specific episodes on Constellation Software and RH in our feed if ...