『The Synopsis: Speedwell Research In-Depth Business Talks』のカバーアート

The Synopsis: Speedwell Research In-Depth Business Talks

The Synopsis: Speedwell Research In-Depth Business Talks

著者： Drew Cohen
無料で聴く

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrasts, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis through an investors lens. Start listening today to become a better analyst and investor.© 2023 個人ファイナンス 経済学
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  • Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

    Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing
    2026/09/15

    In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors.

    ~*~

    You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

    ~*~

    For full access to all of our updates and in-depth research reports become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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    Show Notes

    0:00) — Denying Allegations
    (3:04) — Using Multiples
    (6:58) — The Importance of Making Your Assumptions Known
    (19:56) — Why a Multiple is a Shorthand For a DCF
    (24:44) — You Don't Need a Terminal Value
    (27:00) — Adobe Business Update
    (34:12) — Adobe's Incoherent Strategy and CEO Transition

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    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    *-*-*-

    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

    Email us at info@speedwellresearch.com for any questions, comments, or feedback.

    -*-*-*-*-*-*-*-*-*-*-

    Disclaimer

    Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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    50 分
  • Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

    Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital
    2026/09/03

    In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early.

    ~*~

    You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

    ~*~

    For full access to all of our updates and in-depth research reports become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    Show Notes

    (0:00) — Dimitry's Investment Philosophy
    (8:14) — What is a Quality Business?
    (10:36) — Dimitry's Palantir Investment Thesis
    (22:45) — How Do You Gain Confidence in High Growth Assumptions?
    (26:00) — A High Multiple Isn't Always Bad
    (32:31) — 2 Investment Mistakes
    (40:26) — Circle of Competence
    (44:51) — The Importance of Understanding Your Psychology
    (51:52) — Study History
    (53:31) — Drawdowns and Destination Analysis
    (1:02:12) — Dimitry's Thesis on Netflix
    (1:07:22) — Dimitry's Thesis on DLocal
    (1:13:42) — How Dimitry Thinks About Portfolio Construction
    (1:23:12) — Where to Find Dimitry

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    *-*-*-

    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

    Email us at info@speedwellresearch.com for any questions, comments, or feedback.

    -*-*-*-*-*-*-*-*-*-*-

    Disclaimer

    Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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    1 時間 24 分
  • Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

    Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle
    2026/08/26

    In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy.

    ~*~

    You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

    ~*~

    For full access to all of our updates and in-depth research reports become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    Show Notes

    (0:00) — Should You Concentrate or Diversify?
    (11:45) — Investment Matching Principle
    (19:53) — Don't Overweight One Individual Risk
    (26:44) — Position Sizing is Unscientific
    (38:09) — Find Your Sweet Spot

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    *-*-*-

    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

    Email us at info@speedwellresearch.com for any questions, comments, or feedback.

    -*-*-*-*-*-*-*-*-*-*-

    Disclaimer

    Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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    40 分
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