The Synopsis

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

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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/