Jun 26, 2025
In this Dialogue episode of The Synopsis, we give an update on Constellation Software and Copart after 1Q25 earnings (or fiscal 3Q25 for Copart) . Check out our written business updates for $CPRT and $CSU below!
Constellation Software Business Recap 1Q25
Copart Business Update Fiscal 3Q25 (Calendar 1Q25)
~*~
For full...
Jun 20, 2025
In this Company episode of The Synopsis we draw on our 108-page research report on Airbnb; the company that pioneered the sharing economy and become a Silicon Valley poster child for what a succesful start-up can become.
Having started as a means to pay rent, Airbnb quickly turned into one of the world's largest...
Jun 13, 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 Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum"
Memo Link: Two Ends of the Strategy Spectrum
3rd...
Jun 6, 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 Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop"
Memo Link: