Apr 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.
This weeks memo is a business update on Meta.
Memo Link: https://www.speedwellmemos.com/p/meta-1q24-business-update
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Apr 19, 2024
On this episode we talk about RH and provide an update with their business. Check out our full company episode on RH if you haven't already! (Links below)
RH Company Episode: Apple, Spotify
A Written Update on RH from 1H23 can be found here.
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Show Notes
(0:00) Intro
(1:01) Announcement
(2:05) RH...
Apr 12, 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:
Apr 10, 2024
On this episode we talk about two Speedwell Memos. The first memo is titled "Priced to Outperform Perfection: The Home Depot Circa 1999" and covers how to think about valuation and what is priced into a stock.
The second memo is If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara,...
Apr 5, 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 an exceprt from our Evolution Research Report.
Memo Link: https://www.speedwellmemos.com/p/evolution-business-history
Become a...