Feb 8, 2025
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 "The Invisible Competitor: When Creating Value is Better than Fighting for It "
Memo Link:
Feb 6, 2025
In this fun and insightful conversation we talk to Matt Reustle. Matt was a credit analyst and then equity analyst at Goldman Sachs in New York. He later worked on the buy-side and then moved to become Colossus's CEO, which is the podcast group responsible for Business Breakdowns and Invest Like The Best.
We talk about...
Jan 29, 2025
In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and...
Jan 22, 2025
In this company focused interview, we talk with Abdullah Al-Rezwan, known on Twitter as Mostly Borrowed Ideas. We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments...
Jan 17, 2025
In this episode of The Synopsis we read an excerpt from our extensive research report of Axon! If you prefer to read instead of listen to the memo, you can find access to the article below.
Memo Link: https://www.speedwellmemos.com/p/axon-business-history
Become a Speedwell Member or Purchase the Axon Single Report