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The Synopsis
Speedwell Research, LLC
133 episodes
6 days ago
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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Investing
Business
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All content for The Synopsis is the property of Speedwell Research, LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/133)
The Synopsis
Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes
1 week ago
54 minutes 21 seconds

The Synopsis
Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer
3 weeks ago
50 minutes 27 seconds

The Synopsis
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
4 weeks ago
1 hour 15 minutes 59 seconds

The Synopsis
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!
1 month ago
44 minutes 55 seconds

The Synopsis
Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
1 month ago
10 minutes 48 seconds

The Synopsis
Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
1 month ago
23 minutes

The Synopsis
Article. APi Global Business History
1 month ago
15 minutes 43 seconds

The Synopsis
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?
1 month ago
54 minutes 20 seconds

The Synopsis
Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
2 months ago
16 minutes 10 seconds

The Synopsis
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M
2 months ago
50 minutes 20 seconds

The Synopsis
Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway
2 months ago
14 minutes 4 seconds

The Synopsis
Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25
2 months ago
15 minutes 40 seconds

The Synopsis
Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues
2 months ago
27 minutes 45 seconds

The Synopsis
Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat
2 months ago
23 minutes 37 seconds

The Synopsis
Company. APi Global: The B2B Service Giant Consolidator
2 months ago
1 hour 42 minutes 29 seconds

The Synopsis
Briefing. Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones
2 months ago
14 minutes 59 seconds

The Synopsis
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet
3 months ago
44 minutes 15 seconds

The Synopsis
Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan
3 months ago
18 minutes 26 seconds

The Synopsis
Briefing. Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
3 months ago
18 minutes 26 seconds

The Synopsis
Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.
3 months ago
1 hour 8 minutes 2 seconds

The Synopsis
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.