The Synopsis

Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway


Listen Later

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.

~*~

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

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

~*~

You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews.

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

Show Notes

(0:00) — Updates & Announcements

(1:33) — Financial News

(4:14) — Amazon

(8:19) — Chipotle

(10:28) — Spotlight: Value Capture Index

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

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

Please reach out to [email protected] 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 [email protected] 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 our full disclaimers here: https://speedwellresearch.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

The SynopsisBy Speedwell Research, LLC

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

22 ratings


More shows like The Synopsis

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,385 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

277 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

193 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

214 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

559 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

446 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

The Business Brew by Bill Brewster

The Business Brew

247 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

352 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

48 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

97 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

8 Listeners