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.

AlphaSense Prada Board Member Expert Webinar: Access Free Here

Copart 1Q25 Business Update

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Show Notes

(0:00) — Copart & Announcements (1:31) — Financial News (3:38) — Dior Executive Expert Call (5:35) — Appfolio Investor Day

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

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.

Read the full Memo of the Week on SuperApps here

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Show Notes

(0:00) — Updates & Announcements (1:30) — Financial News (4:00) — CSU Expert Call (12:54) — Disney's Turnaround (17:12) — PRM Conference (18:46) — Memo of the Week

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

In this episode of The Synopsis we read an excerpt from our extensive research report of APi Global! If you prefer to read instead of listen to the memo, you can find access to the article below.

Read the Excerpt here: https://www.speedwellmemos.com/p/api-group-business-history

*~*

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Company Episode on APi Global: Spotify, Apple

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Show Notes

(0:00) – Why History Matters

(2:24) –Founding History

(5:41) – Business History

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Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more.

Speedwell Research's main website can be found here.

Find Speedwell's free newsletter here.

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Threads: @speedwell_research

Email us at [email protected] 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. At the time of publication, one or more contributors to this report has a position in APG. Furthermore, accounts one or more contributors advise on may also have a position in APG. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings.

AXON 3Q25 Business Update

Floor & Decor 3Q25 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.

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Show Notes

(0:00) — Intro (2:10) — Axon 3Q25 Update (13:50) — Axon 911 Push (18:08) — Axon Enterprise Call Option (22:20) — Axon Valuation (30:00) — Floor & Decor 3Q25 Update (38:24) — FND Valuation (53:47) — Outro

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

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.

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

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

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Show Notes

(0:00) — Updates & Announcements (1:30) — Financial News (2:52) — Constellation Software (6:07) — Perplexity AI (9:16) — McDonald's (11:45) — Coverage News (14:12) — Memo of the Week

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

In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings.

Meta 3Q25 Earnings Update

Perimeter Solutions 3Q25 Earnings Update

CoStar Earnings Recap

This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.

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Show Notes

(0:00) — Intro (0:55) — CoStar 3Q25 Update (3:30) — CoStar's S&M Spend (10:10) — CoStar Valuation (12:10) — Meta 3Q25 Update (18:30) — Meta Capex Spend (29:05) — Competition For Time Spent (32:36) — Meta Valuation (35:30) — PRM 3Q25 Update (45:35) — PRM Valuation (49:00) — Outro

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

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.

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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

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

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.

Piton Network Dialogue Podcast (Spotify, Apple)

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Show Notes

(0:00) — Intro

(1:09) — Financial news

(2:48) — Netflix

(6:00) — Intel

(8:58 ) — Airbnb

(11:58 — Yelp + Airbnb

(14:00) — Memo of the week

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

In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings.

Evolution 3Q25 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.

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Show Notes

(0:00) — Evolution Intro

(2:09) — High Level Overview

(4:38) — Asia Developments

(17:45) — Competitve Dynamics, Asia a Zero?

(24:37) — Other Notables

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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. 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/

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.

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

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

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

Show Notes

(0:00) — Intro, Casey's

(2:26) — Financial news

(6:23) — TSMC

(10:46) — Prologis

(14:37) — CoStar

(20:18) — LVMH

(21:30) — Spotlight

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