Best Speedwell Research Podcasts (2025)

1
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption 46:53

10h ago46:53

46:53

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 …

1
21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar Investor 1:02:12

9d ago1:02:12

1:02:12

This week I had the pleasure of having Sidecar Investor on the show (@sidecarcap). We discussed many topics during our conversation, especially how Sidecar applies a people-driven investing approach. Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Listen to the Chit Chat Stocks podcast for discussions on stocks, financial markets, sup…

1
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks 42:42

7d ago42:42

42:42

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 rea…

1
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers" 1:15:59

23d ago1:15:59

1:15:59

In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening! *~*~*~*~* Get access to all of Speedwell Researc…

1
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes 36:02

1M ago36:02

36:02

In this Dialogue episode of The Synopsis, we give an update on Constellation Software and Copart after 1Q25 earnings (or fiscal 3Q25 for Copart) . Check out our written business updates for $CPRT and $CSU below! Constellation Software Business Recap 1Q25 Copart Business Update Fiscal 3Q25 (Calendar 1Q25) ~*~ For full access to all of our updates an…

1
Company. Airbnb: Becoming a Verb 3:44:11

1M ago3:44:11

3:44:11

In this Company episode of The Synopsis we draw on our 108-page research report on Airbnb; the company that pioneered the sharing economy and become a Silicon Valley poster child for what a succesful start-up can become. Having started as a means to pay rent, Airbnb quickly turned into one of the world's largest accommodations provider. In a matter…

1
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences 19:47

2M ago19:47

19:47

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 Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum" Memo Link: Two Ends of the Strategy Spectrum 3rd Memo in the Series: Assessing Reta…

1
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop 22:26

2M 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 Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop" Memo Link: https://www.speedwellmemos.com/p/the-consumers-hierarchy-of-pref…

1
20. How JAPAN became INVISIBLE without losing DOMINANCE w/ Ulrike Schaede 46:23

2M ago46:23

46:23

This week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (`The Business Reinvention of Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to have her on the podcast to discuss... The bubble period in Japan How Japan became Invisible without lo…

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

2M 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

3M 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
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A 39:13

3M 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

3M 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

3M 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

3M 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

4M 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
19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital) 1:00:40

4M ago1:00:40

1:00:40

This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the Japanese video game and IP giant. I hope you enjoy the episode and if you do feel free to leave a 5-s…

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

4M 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

4M 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
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug 59:39

4M ago59:39

59:39

If you enjoy this episode feel free to share and rate the podcast, it would help me a lot! Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (aka. Borlaug) and we decided to focus on the profitable niches one can find in the lifesciences industry and what makes them great. We discussed...…

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

4M 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

4M 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

4M 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
17. Understanding Shorting w/ Paul Cerro 1:07:06

4M ago1:07:06

1:07:06

This week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management. We discussed the topic of shorting. I hope you enjoy it! Link to Cedar Grove: https://www.cedargrovecm.com/ Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Disclosure in Podcast Description: All investing involves the risk of lo…

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

4M 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

5M 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

5M 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

5M 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
16. Quality Where You Least Expect it To w/ Jeremy Kokemor 57:46

5M ago57:46

57:46

In this week’s episode I was joined by Jeremy Kokemor, founder of Right Tail Capital. We remained true to the essence of this podcast and talked about quality, but in a rather special way. Disclaimer: Nothing in this podcast constitutes investment advice or recommendation. Right Tail Capital: https://www.righttailcapital.com/ Best Anchor Stocks: ht…

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

5M 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

5M 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

5M 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
15. Returns, Reinvestment, & Valuation w/ Andy Feldman 53:53

6M ago53:53

53:53

In this week's episode I discussed the three most important variables in investing (reinvestment rate, returns, and valuation) with my good friend Andy Feldman. We discuss these topics and the topic of selling and cover a good number of companies like CME, Nasdaq, Judges Scientific, Constellation Software, MSCI, Intuit... Feel free to leave a like …

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

6M 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

6M 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

6M 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
14. The Qualities of Industrial Assets w/ John Rotonti 1:15:56

6M ago1:15:56

1:15:56

John Rotonti joined me for the first episode of 2025. We discuss... John's upcoming role as a Portfolio Manager How he plans to fight the incentive structure that professional managers face The Qualities of industrial assets The current state of the market Best Anchor Stocks: https://www.bestanchorstocks.com/ Islamorada: https://www.islainvest.com/…

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

6M 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

6M 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

7M 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

7M 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

7M 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

8M 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
Writing Stories Close to Life: Jared Dillian's Night Moves 47:30

8M ago47:30

47:30

I talk to author, trader, and DJ Jared Dillian about writing, lives, and his new collection of short stories: Night Moves. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.frederikjournals.com/subscribeBy Frederik Gieschen

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

8M 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

8M 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
13. Palantir: Business & Valuation w/ Arny Trezzi 1:05:17

8M ago1:05:17

1:05:17

Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/ -------------- This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot…

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

8M 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
Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith 20:25

9M 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

9M 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…

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