The Synopsis Podcast

Follow Speedwell Research’s Podcast, The Synopsis for In-depth Business Talks. Learn more about our different episode formats and see our episode directory below.

Episode Formats.

We have four episode formats currently.

1) Company.

These shows cover a single company, drawing on Speedwell Research’s in-depth research reports. Each of these episodes is anywhere from 1 to 2.5 hours and aims to be the most comprehensive podcast available for each company.

Given how much research is required for each Company episode, we typically only publish 1 each month. However, we have a growing backlog of company episodes that are just as relevant and helpful as ever.

2) Dialogue.

These episodes are a coversation around various business and investing topics. We have covered various Speedwell writings, business concepts, as well as commentary on current events. Despite these being more casual conversations, a listener should be able to still gain something from them even far into the future.

3) Article.

The article podcast episodes are where we read one our memos. While not everyone will prefer to listen to a memo instead of reading it for themselves, we provide these episodes for those that do.

Every Friday morning we publish a new memo on Speedwellmemos.com and publish an Article podcast of us reading it.

4) Interviews.

We will have on select guest that either are investors or business operators. We aim to have more of a fluid conversation with our guest, rather than just a Q&A. This is a newer initative and we have many guests in the works, but if you think you would be a good fit, feel free to reach out to us at info@speedwellresearch.com.

Learn more about our podcast and how we hope to differ in this post.

Podcast Directory.

This is not a comprehensive directory, but highlights all of our most important (and timeless!) content. Company Episodes are evergreen and our marquee episodes, all of which are listed below.

Company Episodes.

• Meta. (Apple, Spotify)

• RH. (Apple, Spotify)

• Copart. (Apple, Spotify)

• Etsy. (Apple, Spotify)

• Dream Finders Homes. (Apple, Spotify)

• Floor & Decor. (Apple, Spotify)

• Evolution. (Apple, Spotify)

• Constellation Software. (Apple, Spotify)

• Coupang. (Apple, Spotify)

• Porsche. (Apple, Spotify)

• CoStar Group (Apple, Spotify)

Dialogue Episodes.

(These are select Dialogue episodes that are timeless)

• The Consumer’s Hierarchy of Preferences. (Apple, Spotify)

• Threats to Google. (Apple, Spotify)

• Lessons We Can’t Draw From Wish. (Apple, Spotify)

• A New Mental Model: The Piton Network. (Apple, Spotify)

• Meta, Etsy, and Snowballing Risks. (Apple, Spotify)

• When Investors Drive the Narrative. (Apple, Spotify)

• What is the Cost of Equity? (Apple, Spotify)

• The Shein Model vs Zara, and Home Depot's Valuation circa 1999 (Apple, Spotify)

• The Business of SuperApps (Apple, Spotify)

• How to Identify a Great Business (Apple, Spotify)

• Secrets from the Sell-side (Apple, Spotify)

Interview Episodes.

• Mostly Borrowed Ideas on Google, Meta and Investment Decision Quality.

  (Apple, Spotify)

• Best Anchor Stocks' Leandro on Multiples, Nintendo, Hermes, and Quality Companies. (Apple, Spotify)

• Biz Almanac on Founder-led Companies, Serial Acquirers, & High Cash Returning Businesse. (Apple, Spotify)

Article Episodes.

All Article Episodes can be found on our feed.