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The Synopsis

Aug 28, 2025

In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below. 

AppFolio 2Q25 Business Update

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Aug 21, 2025

This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here. 

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Aug 8, 2025

In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below. 

Meta 2Q25 Business Update 

Floor & Decor 2Q25 Business Update

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Aug 4, 2025

In this new episode format we give a very short briefing on financial news of the week. 

This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here

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