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. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to inf...
May 26, 2026•1 hr 1 min•Ep. 135
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 ...
May 07, 2026•1 hr 36 min•Ep. 134
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 ...
May 01, 2026•1 hr•Ep. 133
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@speedw...
Apr 23, 2026•1 hr 14 min•Ep. 146
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. ~*~ 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 ...
Apr 20, 2026•52 min•Ep. 145
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 *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Report...
Apr 08, 2026•1 hr 26 min
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 Sales...
Mar 23, 2026•1 hr 21 min•Ep. 145
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 . *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If y...
Mar 18, 2026•1 hr 6 min•Ep. 144
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 a...
Mar 12, 2026•44 min•Ep. 143
In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager. Five Minute Money Newsletter Free Sign Up YouTube Video Links: Paypal , Netflix , Duolingo ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwel...
Mar 05, 2026•57 min•Ep. 142
In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here , or the Constellation Software Video Here, the Adobe Video Here. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@s...
Feb 23, 2026•56 min•Ep. 141
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, ...
Feb 19, 2026•1 hr 41 min•Ep. 140
In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business. Five Minute Money Newsletter Free Sign Up Watch the Constellation Software Video Here, the Adobe Video Here , or The " Why Dating Apps are a Bad Business" Video Here . ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access ...
Feb 10, 2026•41 min•Ep. 139
In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. Watch the Constellation Software Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor i...
Feb 05, 2026•28 min•Ep. 138
In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a Watch the Uber YouTube Video Here Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-...
Jan 28, 2026•46 min•Ep. 137
In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here. **Coupang Webinar Sign-up Link Here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here . *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell...
Jan 19, 2026•58 min•Ep. 136
In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive! Coupang Expert Call Interview SpaceX YouTube Video Shift4 Deep Dive Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates...
Jan 15, 2026•36 min•Ep. 135
In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter. 8 Key Mistakes Investors Make YouTube Video SpaceX YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if...
Jan 08, 2026•57 min•Ep. 134
In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ...
Dec 30, 2025•54 min•Ep. 133
In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates. RH 3Q25 Business Update Coupang 3Q25 Business Update You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*...
Dec 18, 2025•50 min•Ep. 132
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! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports her...
Dec 11, 2025•1 hr 16 min•Ep. 131
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. ~*~ For full access to all of our updates and in-depth research reports bec...
Dec 04, 2025•45 min•Ep. 130
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 -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Why History Matters (2:24) –Founding History (5:41) – Bu...
Nov 14, 2025•16 min•Ep. 127
In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings. AXON 3Q25 Business Update Floor & Decor 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an app...
Nov 10, 2025•54 min•Ep. 126
In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter Solutions 3Q25 Earnings Update CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need...
Nov 03, 2025•50 min•Ep. 124
In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings. Evolution 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-...
Oct 24, 2025•28 min•Ep. 121
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 busi...
Oct 16, 2025•1 hr 42 min•Ep. 119
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 ...
Oct 09, 2025•44 min•Ep. 117
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....
Sep 25, 2025•1 hr 8 min•Ep. 114
In this Dialogue episode of The Synopsis, we provide an update for RH and talk about the recent OpenAI/ Oracle Deal. You can find a link to the RH update here . *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved res...
Sep 18, 2025•44 min•Ep. 112
