Jan 30, 2024
This week on The Synopsis, we talk about a recent memo, "The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish".
In this conversation we talk about Wish and what lessons we cannot draw from their lack of success. We also talk about our LTV and financial analaysis, as well as what...
Jan 26, 2024
In this episode of The Synopsis we read our weekly Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. There are several charts and excels in this memo that may be helpful to look at for more comprehensive understanding.
This weeks article is The...
Jan 24, 2024
In this podcast on Evolution, Speedwell Research draws on their 74-page report to cover everything from the company's inception experimenting with a single roulette wheel to a global business with 60%+ margins. Studying this extremely unique business will teach listeners about the importance of value chain...
Jan 19, 2024
In this episode of The Synopsis we read a Speedwell Research memo from our backlog. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks article is 10 Lessons from Copart's 40 Years in Business: Learning from Willis Johnson and Jay Adair
Article...
Jan 15, 2024
This week on The Synopsis, we talk about a recent memo, "Google Shut the Door on Competition, AI Swung it Back Open".
We cover some old threats to Google's Search dominance and how AI catalyzes them. This show is in our Dialogue format, which you can expect more of in the coming future. We hope you enjoy!
You can read...