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The Synopsis
Speedwell Research, LLC
129 episodes
5 hours 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 (20/129)
The Synopsis
Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
5 hours 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 week ago
23 minutes

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

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

The Synopsis
Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway
3 weeks 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
4 weeks ago
15 minutes 40 seconds

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

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

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

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

The Synopsis
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet
1 month 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
1 month ago
18 minutes 26 seconds

The Synopsis
Briefing. Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
1 month 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.
1 month ago
1 hour 8 minutes 2 seconds

The Synopsis
Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band
2 months ago
14 minutes 35 seconds

The Synopsis
Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal
2 months ago
44 minutes 5 seconds

The Synopsis
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009
2 months ago
13 minutes 30 seconds

The Synopsis
Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History
2 months ago
57 minutes 10 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.