The Synopsis

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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Show Notes
(0:00)  — Ferrari Report
(1:14)  — Software Selloff
(7:06)  — Will AI Become Modularized?
(8:25)  — CSU AI Risk
(24:30)  — Why Dating Apps are Bad Businesses
(39:52)  — Upcoming Announcements
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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/

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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Show Notes
(0:00)  —Monologue Intro
(1:16)  — CSU Video
(3:28)  — New Research Report Announcement
(5:02)  — LVMH 4Q25 Update
(10:26)  — AppFolio 4Q25 Update
(13:34)  — Meta 4Q25 Update
(24:51)  — Trailing Multiple Diatribe
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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/

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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Show Notes
(0:00)  — Podcast Format Announcement
(3:37)  — Uber History
(11:12)  — Alibaba Analogy
(13:24)  — Management & Increasing Monetization
(16:32)  — Opportunities
(18:57)  — Grocery Delivery
(20:42)  — Where Will Growth Come From?
(22:36)  — Uber Freight
(23:20)  —AV Opportunity
(26:22)  — AV Risk (Waymo)
(29:24)  — Robotaxi
(35:21)  — Agentic AI
(37:52)  — Valuation
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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/

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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Show Notes
(0:00) — Intro
(3:00) — Luxury Brand DNA
(8:44) — Who is Actually Luxury
(22:00) — Gen-Z
(38:00) — China Slowdown
(52:23) — More Sought After Company? 

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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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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Show Notes
(0:00)  — Shift4 & AlphaSense Coupang Announcement
(3:50)  — SpaceX Intro
(6:36)  — SpaceX Business Segments
(16:04)  — Competition in Launch
(21:36)  — Starlink Competition
(27:16)  — SpaceX Valuation
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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/