Best Funded Today LLC Podcasts (2025)

1
EP #7 | The Heart and Hard Truths of Family Law with Attorney Andreas Mittry 56:22

8d ago56:22

56:22

In this episode of the Reading Financial Advisors podcast, host Chris Hall interviews attorney Andreas Mittry, who specializes in family law. They discuss Andreas's background, the challenges of passing the bar exam, and his transition from insurance defense to family law. The conversation delves into the importance of prenuptial and postnuptial ag…

1
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation" 45:24

11d ago45:24

45:24

In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written business updates for $DFH and $PRM below! Dream Finders Homes 1Q25 Business Recap Perimeter Solutions 1Q25 Business Recap ~*~ For full access to all of our updates and in-depth research reports become…

1
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex 47:23

18d ago47:23

47:23

In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode (Apple, Spotify) Coupang Company Deep Dive …

1
EP #6 | The Truth About the Carnivore Diet With Dr. Anthony Chaffee 1:11:45

21d ago1:11:45

1:11:45

In this conversation, Dr. Anthony Chaffee discusses the carnivore diet, emphasizing the dangers of plant toxins and the benefits of a meat-based diet. He shares his personal journey from a traditional diet to adopting a carnivore lifestyle, highlighting the health improvements he experienced. The discussion also touches on the corporate influence o…

1
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A 39:13

26d ago39:13

39:13

In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below! Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here. P…

1
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues 59:21

1M ago59:21

59:21

On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below! CoStar Group 1Q25 Business Update Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolu…

1
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers 1:17:26

1M ago1:17:26

1:17:26

In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund ha…

1
Article. Airbnb Business History 14:06

2M ago14:06

14:06

In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! 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/airbnb-business-history *~* *Become a Speedwell Member or Purchase the Airbnb Single Report Here* -*-*…

1
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses 56:41

2M ago56:41

56:41

In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future De…

1
Dialogue. Tariffs, Trade War, and RH Business Update 42:54

2M ago42:54

42:54

On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update. ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@sp…

1
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best? 42:41

2M ago42:41

42:41

On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy! Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of o…

1
Article. An Interview on Investing with Speedwell Research's Drew Cohen 26:51

2M ago26:51

26:51

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pie…

1
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner 56:21

2M ago56:21

56:21

On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below! CoStar Group 4Q24 Business Update Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and…

1
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies 1:06:31

2M ago1:06:31

1:06:31

In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality busine…

1
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC 51:43

3M ago51:43

51:43

On this Dialogue episode of The Synopsis, we give an update on Dream Finders Homes and Floor & Decor. Check out our written business updates for $FND and $DFH below! Dream Finders Homes 4Q24 Business Update Floor & Decor 4Q24 Business Update ~Mentioned Memos~ Home Depot Memo: Priced to Outperform Perfection For full access to all of our updates and…

1
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan 2:49:44

3M ago2:49:44

2:49:44

On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not conte…

1
Article. CoStar Group Business History 24:58

3M ago24:58

24:58

In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link: https://www.speedwellmemos.com/p/costar-business-history *~* *Become a Speedwell …

1
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce 44:12

3M ago44:12

44:12

On this Dialogue episode of The Synopsis, we give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below! Coupang 4Q24 Business Update Perimeter Solutions 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Resea…

1
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love 1:08:04

3M ago1:08:04

1:08:04

In this insightful conversation we talk with Philz Coffee Cofounder, Jacob Jaber, on what it was like to build and operate a coffee business from a single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience dow…

1
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif 56:59

3M ago56:59

56:59

On this Dialogue episode of The Synopsis, we debreif on our Todd Haushalter interview and give an update on Evolution and Airbnb. We also talk about the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below! Evolution 4Q24 Business Update Airbnb 4Q24 Business Update For full access to all of our …

1
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them. 2:00:38

3M ago2:00:38

2:00:38

In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter, we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition. Todd Haushalter joined Evolution in 2015 and is responsible for …

1
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It 22:26

4M ago22:26

22:26

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Invisible Competitor: When Creating Value is Better than Fighting for It " Memo Link: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creati…

1
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns 1:13:48

4M ago1:13:48

1:13:48

In this fun and insightful conversation we talk to Matt Reustle. Matt was a credit analyst and then equity analyst at Goldman Sachs in New York. He later worked on the buy-side and then moved to become Colossus's CEO, which is the podcast group responsible for Business Breakdowns and Invest Like The Best. We talk about what people misunderstand abo…

1
Interview. Investment Management in Practice with Baskin Wealth Management 1:12:16

4M ago1:12:16

1:12:16

In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund v…

1
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI 1:57:57

4M ago1:57:57

1:57:57

In this company focused interview, we talk with Abdullah Al-Rezwan, known on Twitter as Mostly Borrowed Ideas. We focus on just two companies: Spotify and Lululemon. In our Spotify segment we cover what an investor would have thought in 2021 about Spotify without the ex post facto analysis and walk through developments in the audio company up to cu…

1
Article. Axon Business History 25:08

5M ago25:08

25:08

In this episode of The Synopsis we read an excerpt from our extensive research report of Axon! If you prefer to read instead of listen to the memo, you can find access to the article below. Memo Link: https://www.speedwellmemos.com/p/axon-business-history Become a Speedwell Member or Purchase the Axon Single Report Here -*-*-*-*-*-*-*-*-*-*- Show N…

1
Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research 1:42:17

5M ago1:42:17

1:42:17

In this company focused interview, we talk with The Science of Hitting's Alex Morris on the Dollar Tree, Netflix, Disney, Match Group, Airbnb, and Spotify, in addition to touching on thoughts around when to exit a postion and how to stay open to new information. The Science of Hitting Research (or TSOH for short) is an investment research service t…

1
Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy 1:00:01

5M ago1:00:01

1:00:01

On this Dialogue episode of The Synopsis, we took notes on all of our listener questions and answered different ones instead. In this wide ranging discussion we talk about lessons from the most boring business we covered, investing myths, our research process, and, yes, our listeners' questions too. Enjoy! For full access to all of our updates and …

1
Company. Perimeter Solutions: Replicating the TransDigm Model 1:18:33

6M ago1:18:33

1:18:33

On this Company episode of The Synopsis we cover Perimeter Solutions. Perimeter Solutions is the sole provider of a key fire fighting product, as well as other fire safety solutons. They went public through an acquistion vehicle controlled by Transdigm Founder and Billionaire, Nick Howley, as well as "The Outsiders" Author, William Thorndike. Nick …

1
Article. What is a Fair Investment Assumption? 15:50

6M ago15:50

15:50

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "What is a Fair Investment Assumption? " Memo Link: https://www.speedwellmemos.com/p/what-is-a-fair-investment-assumption -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00…

1
Dialogue. 3Q24 Coupang and Copart Business Update 1:04:55

6M ago1:04:55

1:04:55

On this Dialogue episode we give an update on two of our companies: Copart and Coupang! We talk about Coupang's new entrance into the luxury market and two call options for Copart. Plus a short diatribe on Temu and Aliexpress. You can read the 3Q24 business update on Coupang here and on Copart here. *Note: it is Copart's 1Q25 fiscal year* *Apologie…

1
Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update 44:31

6M ago44:31

44:31

On this Dialogue episode we give an update on three of our companies: Axon, Constellation Software, and Dream Finders Homes. Plus a short tirade on the OTAs business model and companies that don't host quarterly earnings calls! You can read the 3Q24 business update on all three companies here. (The written update is partially paywalled, so become a…

1
Interview. Compounding Quality on Investing in the Best Companies in the World 1:25:48

6M ago1:25:48

1:25:48

In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he screens for companies, when to sell, and much more! Find out more about Compounding Quality here and follow him on Twitter @QCompounding The mentioned Speedwell memo on Sell Side Price Targets can be fo…

1
EP #5 | Griff Tonkin With The Intersection of Law and Finance 59:27

7M ago59:27

59:27

Summary In this engaging conversation, Chris Hall interviews attorney Griff Tonkin, who shares his journey from aspiring astronaut to personal injury lawyer. They discuss the importance of proper insurance coverage, the impact of distracted driving, and the intersection of legal and financial planning. Griff emphasizes the need for liability insura…

1
Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith 20:25

7M ago20:25

20:25

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith" Memo Link: https://www.speedwellmemos.com/p/how-axons-founder-built-a-35bn-business Get …

1
Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update 1:05:34

7M ago1:05:34

1:05:34

On this Dialogue episode we talk about 3Q24 earnings for Floor & Decor, Meta, and Etsy. You can read this entire 3Q24 earnings update for free here. For full access to all of our updates and in-depth research reports, become a Speedwell Member here. *~*~*~*~* Link for Podcast Mentioned in the Show: "Dialogue. Meta, Etsy, and Snowballing Risks" (App…

1
Dialogue. 3Q24 Costar Group and Evolution Business Update 1:00:54

7M ago1:00:54

1:00:54

On this episode we talk about 3Q24 earnings for CoStar Group ($CSGP) and Evolution ($EVO). The free versions of the earnings updates can be found here: CoStar Group, Evolution For full access to all of our updates and in-depth research reports, become a Speedwell Member here. For both companies we have longer, in-depth podcast episodes which you ca…

1
Interview. Sidecar Investor on Giving a Great Manager the Wheel 1:11:51

7M ago1:11:51

1:11:51

In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "stable assumptions", and when to not trust an operator, among much more! Find out more about Sidecar Investor here and follow him on Twitter @sidecarcap The Mentioned Memo on Home Depot can be found here…

1
EP #4 | Author Madison Kopta discusses "Watched in the Woods" 23:43

7M ago23:43

23:43

In this episode of the Redding Financial Advisor podcast, host Chris Hall interviews local author Madison Kopta about her journey in writing and publishing her middle-grade novel, 'Watched in the Woods.' Madison shares insights into her writing process, the challenges of getting published, and her experiences with hybrid publishing. The conversatio…

1
Article. Minimum Viable Products versus Maximum Possible Products 14:01

8M ago14:01

14:01

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "Minimum Viable Products versus Maximum Possible Products " Memo Link: www.SpeedwellMemos.com/mvps-versus-mpps -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Houseke…

1
Dialogue. Explaining The Reverse DCF 44:55

8M ago44:55

44:55

On this episode we talk about a recent memo, Investing is Just Answering a Series of Questions: Explaining the Reverse DCF We cover what a Reverse DCF is, how do use one, common errors, and how an investor should conceptulize the outputs. We hope you enjoy! *~*~* For full access to all of our in-depth research reports, become a Speedwell Member her…

1
Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac" 1:42:25

8M ago1:42:25

1:42:25

In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo Libre, and more! Find out more abo…

1
Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF 20:23

8M ago20:23

20:23

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "Investing is Just Answering a Series of Questions: Explaining the Reverse DCF" Memo Link: https://www.speedwellmemos.com/p/investing-is-just-answering-a-series…

1
Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority 3:16:14

8M ago3:16:14

3:16:14

In this company episode on CoStar Group, Speedwell Research draws on their extensive research report to cover everything from Founder Andy Florance's entrance into the real estate data space from his Princeton dorm room to becoming the dominant real estate data and analytics provider. Florance not only beat out competition in the commerical data sp…

1
Dialogue. Secrets from the Sell-side 40:52

9M ago40:52

40:52

On this episode we talk about a recent memo, What You Don't Know About Sell-side Price Targets We cover several factors that influence a sell-side analysts' recommendations and explain that price targets don't mean what you think they do. We hope you enjoy! For full access to all of our in-depth research reports, become a Speedwell Member here. -*-…

1
Article. What You Don't Know About Sell-side Price Targets 21:29

9M ago21:29

21:29

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "What You Don't Know About Sell-side analyst Price Targets" Memo Link: https://www.speedwellmemos.com/p/what-you-dont-know-about-sell-side -*-*-*-*-*-*-*-*-*-*-…

1
Ep #3 | Tips and Tricks in Today's Mortgage Market 43:50

10M ago43:50

43:50

Sabrina Schmitt, a lending expert from Prime Lending, discusses the current state of interest rates and the housing market. She explains that interest rates are influenced by bond markets and the decisions of the Federal Reserve. While rates have been increasing, there is anticipation of a rate cut in the near future. Sabrina also highlights the va…

1
Dialogue. Evolution and Floor & Decor 2Q24 Business Update 56:47

10M ago56:47

56:47

On this episode we talk about 2Q24 earnings for Floor & Decor ($FND) and Evolution ($EVO). For both companies we have longer, in-depth podcast episodes which you can listen to below. These are evergreen and give a lot of more details on each companies' history, business, industry, and competitve dynamics. Listen to the Floor & Decor Company Podcast…

1
Article. Coupang Business History 16:13

10M ago16:13

16:13

In this episode of The Synopsis we read an excerpt from our extensive research report of Coupang! If you prefer to read instead of listen to the memo, you can find access to the article below. Memo Link: https://www.speedwellmemos.com/p/coupang-business-history Become a Speedwell Member or Purchase the Coupang Single Report Here The Synopsis Coupan…

1
Company. Porsche AG: Driving Between Luxury and Premium 1:01:57

10M ago1:01:57

1:01:57

On this Company episode of The Synopsis we cover Porsche AG. Porsche is a brand that has tried to become "luxury at scale" with over 300k units produced annually versus undisputed luxury car brands who produce closer to ~10k. While their strategy might have diluted their brand, they still enjoy superior positioning compared to most premium car manu…

Podcasts Worth a Listen

Funded Today LLC Podcasts

Podcasts Worth a Listen

Quick Reference Guide