Mar 28, 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 an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's...
Mar 27, 2025
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below!
CoStar Group 4Q24 Business Update
Copart: 2Q25 Business Update (Calendar 4Q24)
~Mentioned Memos~
Accounting Memo: Alibaba, JD, and the $330bn Footnote
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For...
Mar 25, 2025
In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past...
Mar 19, 2025
On this Dialogue episode of The Synopsis, we give an update on Dream Finders Homes and Floor & Decor. Check out our written business updates for $FND and $DFH below!
Dream Finders Homes 4Q24 Business Update
Floor & Decor 4Q24 Business Update
~Mentioned Memos~
Home Depot Memo: Priced to Outperform Perfection
For...
Mar 11, 2025
On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company.
Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become...