Oct 9, 2024
In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo...
Oct 3, 2024
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "Investing is Just Answering a Series of Questions: Explaining the Reverse DCF"
Memo Link:
Sep 27, 2024
In this company episode on CoStar Group, Speedwell Research draws on their extensive research report to cover everything from Founder Andy Florance's entrance into the real estate data space from his Princeton dorm room to becoming the dominant real estate data and analytics provider. Florance not only beat out...
Sep 5, 2024
On this episode we talk about a recent memo, What You Don't Know About Sell-side Price Targets
We cover several factors that influence a sell-side analysts' recommendations and explain that price targets don't mean what you think they do.
We hope you enjoy!
For full access to all of our in-depth research reports,...
Aug 23, 2024
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "What You Don't Know About Sell-side analyst Price Targets"
Memo Link: