Mar 29, 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.
This weeks memo is "The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification"
Memo Link:
Mar 26, 2024
In this company episode on Coupang, Speedwell Research draws on their extensive research report to cover everything from Founder Bom Kim's early foray into commerce with a Groupon-like business to an epic restructuring of the company just weeks away from IPOing that left them on the path to become the leading South...
Mar 22, 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.
This weeks memo is "Balancing Risk and Return: The Simple Statistics of Investing"
Memo Link:
Mar 15, 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.
This weeks memo is "Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding"
Memo Link:
Mar 13, 2024
On this episode we talk about a memo of ours on what the cost of equity is, and how investors can practicially contextualize the question. The memo we draw on in this episode is called "How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity" and can be found here.
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Show Notes