In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a

Watch the Uber YouTube Video Here

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Show Notes

(0:00) — Podcast Format Announcement (3:37) — Uber History (11:12) — Alibaba Analogy (13:24) — Management & Increasing Monetization (16:32) — Opportunities (18:57) — Grocery Delivery (20:42) — Where Will Growth Come From? (22:36) — Uber Freight (23:20) —AV Opportunity (26:22) — AV Risk (Waymo) (29:24) — Robotaxi (35:21) — Agentic AI (37:52) — Valuation

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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 rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here.

**Coupang Webinar Sign-up Link Here

AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

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Show Notes

(0:00) — Intro (3:00) — Luxury Brand DNA (8:44) — Who is Actually Luxury (22:00) — Gen-Z (38:00) — China Slowdown (52:23) — More Sought After Company?

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Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive!

Coupang Expert Call Interview

SpaceX YouTube Video

Shift4 Deep Dive

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Show Notes

(0:00) — Shift4 & AlphaSense Coupang Announcement (3:50) — SpaceX Intro (6:36) — SpaceX Business Segments (16:04) — Competition in Launch (21:36) — Starlink Competition (27:16) — SpaceX Valuation

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In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter.

8 Key Mistakes Investors Make YouTube Video

SpaceX YouTube Video

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Show Notes

(0:00) — Intro (2:49) — Mistake #1: Position Sizing (12:25) — Mistake #2: Overlooking Conflicting Info (20:11) — Mistake #3: Borrowing Conviction (25:44) — Mistake #4: Selling Too Soon (32:28) — Mistake #5: Overlooking Intuition (39:56) — Mistake #6: Dismissing Ideas Due to Bias (45:23) — Mistake #7: Sentiment Driving Emotions (54:13) — Mistake #8: Monitoring (56:10) — Outro

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In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast.

CoreWeave YouTube Video

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Show Notes

(0:00) — Intro & Announcements (4:30) — CoreWeave Overview (21:25) — CoreWeave vs. Hyperscalers (34:30) — Is Today like the 1990s? (40:15) — CoreWeave Capital Structure (46:18) — CoreWeave Bull Case (45:17) — How CoreWeave is Similar to AerCap (52:22) — CoreWeave Rough Valuation (54:10) — Outro

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In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates.

RH 3Q25 Business Update

Coupang 3Q25 Business Update

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Show Notes

(0:00) — New Newsletter (4:30) — RH 3Q25 Update (10:32) — RH Accessory Business (22:30) — RH Design Studios & International (34:15) — CPNG 3Q25 Update (32:14) — CPNG AI & Data Leak (45:17) — Taiwan (49:24) — CPNG AlphaSense Webinar Announcement

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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 CPNG and RH. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and RH. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

In this fascinating interview with Kris, also known as From Growth to Value, we talk in-depth about growth investing and his investing style, as well as several of his investments. You can read his thoughts on various stocks at Potential Multibaggers.

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Our first post will be breaking down Duolingo stock. Make sure you are signed up to get it!

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Show Notes

(0:00) — New Finance Newsletter

(1:24) — Kris's Investment Style

(4:32) — Portfolio Construction

(13:46) — Case Study: Duolingo

(31:18) — Investing Growth Assumptions

(46:29) — DCFs, Valuation, and Growth Investing

(1:01:13) — Tesla, Nvidia

(1:15:22) — Conclusion

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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 Dialogue episode of The Synopsis, we discuss Constellation Software and Copart's latest quarterly earnings, as well as new risks that are emerging.

Constellation Software 3Q25 Business Update

Copart 1Q26 (Calendar 3Q25) Business Update

**Check out a conversation with a former board of director of Prada on Luxury here (free).

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Show Notes

(0:00) — Intro (1:48) — Nvidia & Google Diatribe (5:44) — CSU Update (6:29) — CSU's AI Risk (24:43) — Copart Update (28:06) — IAA Market Share Gain (32:14) — Market Dynamics (34:22) — AV Risk (41:20) — Stock Buybacks? (43:00) — Outro and Announcements

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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 CPRT and CSU. Furthermore, accounts one or more contributors advise on may also have a position in CPRT and CSU. 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.

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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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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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/