Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!  

Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen

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Show Notes

(0:00) Intro

(1:32) — RH and Macro

(7:30) — APi Global Roll-Ups (and Constellation Software Parallels)

(15:58) — NVR vs Dream Finders Home; Only Buy the Best?

(26:30) — What Investment Rule do you Disagree With? 

(31:20) — Axon, Copart, and Culture

(38:59) — How to Make a Decision

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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 [email protected] if you need help getting us to become an approved research vendor in order to expense it.

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Email us at [email protected] 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/