The Synopsis

In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple, Google, and other internet businesses.

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Drew Cohen Capital

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In this episode of The Synopsis, we talk to Mostly Borrowed Ideas on how Meta's Muse signifies the beginning of a potentially very disruptive AI transition that leaves many businesses worse off. We touch on Airbnb, Booking, Uber, DoorDash, and Amazon, among others. Mostly Borrowed Ideas, or MBI, was one of the earliest stock analysts to write his thoughts publicly. He has over 150k followers on X and tens of thousands investors regularly read his stock commentary.

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Drew Cohen Capital

Learn more about advisory services offered through Davidson Kahn Capital Management...

In this episode of The Synopsis, Alex bemoans the video launch because he has to pay attention to Drew talk, and we go deep on The Trade Desk and Copart.

You can watch an in-depth deep dive on both stocks here:

The Trade Desk: https://www.youtube.com/watch?v=A0vV_w1nfNk 

Copart: https://www.youtube.com/watch?v=Ar8QlzMhcfs

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Drew Cohen Capital

Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/

Speedwell Research

In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors. 

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In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. 

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In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. 

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In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. 

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In this Dialogue episode of The Synopsis we provide an update on Meta! 

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In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. 

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In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. 

YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th) 

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In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! 

YouTube Video Links: Adobe Update (June 16th),  Uber Update (June 30th) 

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In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. 

YouTube Video Links: How to Protect Your Portfolio from Inflation

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In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider. 

YouTube Video Links: Why This Isn't an AI Bubble (Yet) 

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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 

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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! 

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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 a recording if you sign-up now and miss that time. 

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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.

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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

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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

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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 Salesforce and Airbnb postions a bit. We hope you enjoy!  

You can find a video ve...

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.

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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 about why it is so hard to copy some businesses.

**Purchase Jim's Book...

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. 

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YouTube Video Links: Paypal, Netflix, Duolingo

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In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! 

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Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here. 

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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, so you can expense your subscription, please email info@speedwellresearch.com 

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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. 

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Watch the Constellation Software Video Here, the Adobe Video Here, or The "Why Dating Apps are a Bad Business" Video Here. 

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In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. 

Watch the Constellation Software Video

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In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a 

Watch the Uber YouTube Video Here

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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.

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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

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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

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In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. 

CoreWeave YouTube Video

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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. 

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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.

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Our first post will be breaking down Duolingo stock. Make sure you are signed up to get it! 

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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. 

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Pleas...

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here. 

AlphaSense Prada Board Member Expert Webinar: Access Free Here

Copart 1Q25 Business Update

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You...

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here. 

Read the full Memo of the Week on SuperApps here 

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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

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Become a Speedwell Member or Purchase the APi Global Single Report Here

Company Episode on APi Global: Spotify, Apple

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Show Notes

(0:00) – Why History Matters

(2:24) –Founding Hist...

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. 

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Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expens...

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here. 

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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 info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interv...