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 [email protected] if you need help getting us to become an a...
Jun 26, 2025•36 min•Ep. 96
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 Silicon Valley poster child for what a succesful start-up can become. Having started as a means to pay rent, Airbnb quickly turned into one of the world's largest accommodations provider. In a matter of just a decade, Airbnb was able to host more guests than Hilton could in 100 years. However, despite their large impact in how tens of millions of ...
Jun 20, 2025•3 hr 44 min•Ep. 95
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 "The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum" Memo Link: Two Ends of the Strategy Spectrum 3rd Memo in the Series: Assessing Retail Strategies with The Inventory Value Capture Index on the Value Capture Index -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A Bit About this Memo (3:49)...
Jun 13, 2025•20 min•Ep. 94
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 "The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop" Memo Link: https://www.speedwellmemos.com/p/the-consumers-hierarchy-of-preferences 2nd Memo in the series on The Consumer's Hierarchy of Preferences 3rd Memo in the series on The Consumer's Hierarchy of Preferences -*-*-*-*-*...
Jun 06, 2025•22 min•Ep. 93
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 business updates for $DFH and $PRM below! Dream Finders Homes 1Q25 Business Recap Perimeter Solutions 1Q25 Business Recap ~*~ 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 t...
May 23, 2025•45 min•Ep. 92
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 announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode ( Apple , Spotify ) Coupang Company Deep Dive Podcast Episode ( Apple , Spotify ) Last Memo Published: The Invisible Competitor ~*~ For full access to all of our updates and in-depth research r...
May 15, 2025•47 min•Ep. 91
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! Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive 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. -*-*-*-*-*-*-...
May 08, 2025•39 min•Ep. 90
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 for $CSGP and $EVO below! CoStar Group 1Q25 Business Update Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach out to [email protected] if you need help getting us to become...
May 01, 2025•59 min•Ep. 89
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 modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund has returned ~17% per annum since inception in 2018. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need hel...
Apr 23, 2025•1 hr 17 min•Ep. 88
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, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/airbnb-business-history *~* *Become a Speedwell Member or Purchase the Airbnb Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (0:40) –Memo Reading Starts (13:45) – Upcoming! -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to g...
Apr 18, 2025•14 min•Ep. 87
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, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space What is a Fair Investment Assumption? What is a Great Business? *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Re...
Apr 16, 2025•57 min•Ep. 86
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. ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Note...
Apr 09, 2025•43 min•Ep. 85
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 ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here . Please re...
Apr 03, 2025•43 min•Ep. 84
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 an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pieter Slegers of Compounding Quality. Read the Interview Transcript Here : https://www.speedwellmemos.com/p/an-interview-on-investing-with-speedwells *~...
Mar 28, 2025•27 min
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 below! CoStar Group 4Q24 Business Update Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here . Please reach out to inf...
Mar 27, 2025•56 min•Ep. 82
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 his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added...
Mar 25, 2025•1 hr 7 min•Ep. 81
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 $FND and $DFH below! Dream Finders Homes 4Q24 Business Update Floor & Decor 4Q24 Business Update ~Mentioned Memos~ Home Depot Memo: Priced to Outperform Perfection For full access to all of our updates and in-depth research reports, including our Dream Finders Homes Exploratory Report and our Floor & Decor Extensive Research Reports, become ...
Mar 19, 2025•52 min•Ep. 80
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 a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not content to just reinvent how policing worked in the field, Axon pushed into other critical areas of law enforcement like officer video, cloud-based data ma...
Mar 11, 2025•2 hr 50 min•Ep. 79
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 memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link: https://www.speedwellmemos.com/p/costar-business-history *~* *Become a Speedwell Member or Purchase the CoStar Group Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – YouTube Announcement and Episode Formats (2:33) –Mem...
Mar 07, 2025•25 min•Ep. 78
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 $PRM below! Coupang 4Q24 Business Update Perimeter Solutions 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach out to [email protected] if you need help getting us to become an approved researc...
Mar 04, 2025•44 min•Ep. 77
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 single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience down to general business lessons that are highly applicable to many industries. We hope you enjoy it! *~*~*~*~* Get access to all of Speedwell Research'...
Feb 28, 2025•1 hr 8 min•Ep. 76
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 the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below! Evolution 4Q24 Business Update Airbnb 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach ou...
Feb 25, 2025•57 min•Ep. 75
In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter , we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition. Todd Haushalter joined Evolution in 2015 and is responsible for having created billions of dollars of value for the company, in addition to having created many new live casino gaming formats that are among players...
Feb 18, 2025•2 hr 1 min•Ep. 74
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 "The Invisible Competitor: When Creating Value is Better than Fighting for It " Memo Link: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creating -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A Bit About this Memo (0:59) –Memo Reading Starts (21:08) – Connecting this Memo -*-*-*-*-*-*-*-*-*-*- Pu...
Feb 08, 2025•22 min•Ep. 73
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 later worked on the buy-side and then moved to become Colossus's CEO, which is the podcast group responsible for Business Breakdowns and Invest Like The Best. We talk about what people misunderstand about the Sell-side, why most investors fail with management meetings, what he learned from 200+ business breakdowns, and a few investing successes, as ...
Feb 06, 2025•1 hr 14 min•Ep. 72
In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund versus seperately managed accounts, as well as much more! We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Repo...
Jan 29, 2025•1 hr 12 min•Ep. 71
In this company focused interview, we talk with Abdullah Al-Rezwan, known on Twitter as Mostly Borrowed Ideas . We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments in the audio company up to current day. Our Lululemon discussion is centered around the recent shift in market sentiment on the business and how valid the adverse risks are. You ...
Jan 22, 2025•1 hr 58 min•Ep. 70
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, you can find access to the article below. Memo Link: https://www.speedwellmemos.com/p/axon-business-history Become a Speedwell Member or Purchase the Axon Single Report Here -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:25) –Memo Reading Starts (24:30) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Spe...
Jan 17, 2025•25 min•Ep. 69
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 Spotify, in addition to touching on thoughts around when to exit a postion and how to stay open to new information. The Science of Hitting Research (or TSOH for short) is an investment research service that provides subscribers in-depth analysis on public equities. Learn more about it here . You can purchase Alex's new book, Buffett and Munger Unscrip...
Jan 14, 2025•1 hr 42 min•Ep. 68
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 discussion we talk about lessons from the most boring business we covered, investing myths, our research process, and, yes, our listeners' questions too. Enjoy! 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 ap...
Dec 27, 2024•1 hr•Ep. 67
