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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.

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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.

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    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.

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    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) — 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

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

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    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.

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    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) — 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

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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.

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    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

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

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    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
  • Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

    Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong
    2026/08/20

    In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong.

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    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) — Viewer Comments
    (7:06) — Buffett's 3 Lessons That Investors Misunderstand
    (10:22) — What Value Investing Really Means
    (19:06) — Margin of Safety
    (28:49) — Circle of Competence
    (37:46) — Meli Update
    (44:43) — Meli Net Interest Margin
    (50:41) — Meli's Credit Risk
    (59:23) — Interest Margin Sustainability

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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.

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    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

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

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    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 7 分
  • Dialogue. What Meta's Capex is Really for and Their 6 Call Options

    Dialogue. What Meta's Capex is Really for and Their 6 Call Options
    2026/08/13

    In this Dialogue episode of The Synopsis we provide an update on Meta!

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    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) — The Synopsis is Coming to YouTube!
    (3:01) — Meta Update
    (13:34) — Meta's 6 Call Options
    (24:12) — Meta Compute
    (30:18) — Meta AI
    (33:16) — Does Meta Need a Frontier Model?
    (39:41) — Litigation Risk

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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.

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    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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    52 分
  • Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

    Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber
    2026/07/23

    In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast.

    ~*~

    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) — Atlassian Business Overview
    (8:45) — Vertical vs Horizontal Software
    (11:15) — Is Atlassian a Melting Ice Cube?
    (12:56) — Atlassian AI Argument
    (35:11) — Duolingo Update
    (50:45) — Uber News
    (53:53) — Buffett Leads Berkshire's Google Investment

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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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    1 時間 2 分
  • Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

    Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away
    2026/07/15

    In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home.

    YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th)

    Five Minute Money Newsletter Free Sign Up

    ~*~

    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) —Netflix Narrative
    (6:31) — Why is Engagement Falling?
    (9:38) — Netflix Ad Tech
    (17:44) — Netflix Content Cost Per Sub Advantage
    (21:37) — Netflix Valuation
    (27:35) — Should You Buy or Rent a Home?
    (34:28) — Home Buying Rules

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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.

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    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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    45 分
  • Dialogue. Copart, Adobe, and Uber Business Updates

    Dialogue. Copart, Adobe, and Uber Business Updates
    2026/07/03

    In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber!

    YouTube Video Links: Adobe Update (June 16th), Uber Update (June 30th)

    Five Minute Money Newsletter Free Sign Up

    ~*~

    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) — Intro
    (3:08) — Copart Update: Is IAA Out Competing Copart?
    (20:35) — Adobe Update: Is AI Replacing Adobe?
    (47:05) — Uber Update: Is Waymo Disrupting Uber?

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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.

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    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

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

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    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 5 分