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. 

~*~

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) — LVMH

(1:57) — In Financial Markets 

(7:40) — Company News 

(12:25) — Spotlight

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

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/

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

*Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link 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.

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

Show Notes

(0:00) — Intro

(0:52) — AppFolio Background

(2:29) — High Level Update

(8:57) — AppFolio AI vs. competitors, Cushman & Wakefield Expert Call Interview

(20:50) — AppFolio Stack Marketplace 

(23:59) — Valuation, G&A, and Mature Margins

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

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. At the time of publication, one or more contributors to this report has a position in APPF. Furthermore, accounts one or more contributors advise on may also have a position in APPF. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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. 

~*~

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) — Intro

(0:43 ) — In Financial Markets 

(6:17 ) — Company News 

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

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/

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. 

*~*~*~*~* 

Get access to all of Speedwell Research's in-depth Research Reports here.

If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected] 

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

Show Notes

(0:00) — Investment Philosophy

(12:44) — A Great Business Ramneek Recently Found

(19:50) — Portfolio Construction 

(24:27) — How to Treat the Market 

(40:54) — Investing In Indian Stocks 

(54:00)  — Importance of Corporate Access 

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

Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!  

Sign up for Speedwell's free newsletter and weekly memos here

*~*~*~*~* 

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. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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. 

~*~

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) — Intro

(1:14 ) — In Financial Markets 

(6:50 ) — Company News 

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

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/

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. 

~*~

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) — Intro

(0:51 ) — In Financial Markets 

(5:04 ) — Company News 

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

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/

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

**If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link 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.

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

Show Notes

(0:00) — Intro

(1:24) — Floor & Decor 2Q25 Update

(16:07) — Meta 2Q25 Update 

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

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. At the time of publication, one or more contributors to this report has a position in META and FND. Furthermore, accounts one or more contributors advise on may also have a position in META and FND. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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. 

~*~

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) — 100th Episode, New Product Announcement 

(2:29 ) — The Investor's Briefing #1 

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

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/

In this Dialogue episode we talk about a Speedwell Memo: The Invisible Competitor: When Creating Value is Better than Fighting for It. Read the full memo here. 

*Sign-up* for our Exclusive Constellation Software interview with a Head of M&A from the Volaris Group 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.

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

Show Notes

(0:00) — Intro 

(1:27 ) — CSU Head of M&A Interview Announcement

(3:18) — Memo Overview

(8:58) — PC Competition

(21:24) — Reframing Disruption

(27:05) — Good Business Can Become Irrelevant 

(37:55) — When to Copy Competition

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

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/

In this Dialogue episode of The Synopsis, we discuss Evolution's 2Q25 earnings. We also give an overview of regulated vs unregulated markets and different complexities of regulation and solving the Asia Cyber attacks.. 

Evolution 2Q25 Business Update 

This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve 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 [email protected] if you need help getting us to become an approved research vendor in order to expense it.

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

Show Notes

(0:00) — High Level Earnings Review

(19:31) — Overview of Market Regulation

(23:17) — UK Investigation and EU Ring-Fencing

(29:19) — Asia Market Regulation and Cyber Attacks 

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

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. At the time of publication, one or more contributors to this report has a position in Evolution. Furthermore, accounts one or more contributors advise on may also have a position in Evolution. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/