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Podcast

The Synopsis

Speedwell Research's podcast featuring in-depth company research reports and business analysis of high-quality companies.

Mentions44
Episodes8
Latest episode26 Aug 2026
KKR & Co. Inc.Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 30:2126 Aug 2026
Costco Wholesale CorporationDialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 15:13
+2Listen · 31:38Listen · 37:26
26 Aug 2026
Berkshire Hathaway Inc.Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 10:54
+1Listen · 37:26
26 Aug 2026
Meta Platforms, Inc.Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 34:2026 Aug 2026
Airbnb, Inc.Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 16:1226 Aug 2026
Booking Holdings Inc.Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 16:1226 Aug 2026
Alibaba Group Holding LimitedDialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 3:2226 Aug 2026
American Express CompanyDialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle Listen · 3:0526 Aug 2026
Meta Platforms, Inc.Dialogue. What Meta's Capex is Really for and Their 6 Call Options Listen · 9:21
+11Listen · 11:13Listen · 14:35Listen · 16:09Listen · 17:11Listen · 21:10Listen · 22:23Listen · 23:52Listen · 27:07Listen · 28:29Listen · 30:08Listen · 33:07
13 Aug 2026
Alphabet Inc.Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Uber Technologies, Inc.Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Floor & Decor Holdings, Inc.Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Copart, Inc.Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Duolingo, Inc.Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Atlassian CorporationDialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber-23 Jul 2026
Netflix, Inc.Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away-15 Jul 2026
Netflix, Inc.Dialogue. Copart, Adobe, and Uber Business Updates Listen · 2:11
+3Listen · 21:18Listen · 42:03Listen · 1:04:44
3 Jul 2026
Uber Technologies, Inc.Dialogue. Copart, Adobe, and Uber Business Updates Listen · 2:02
+10Listen · 21:18Listen · 36:15Listen · 42:03Listen · 44:14Listen · 48:47Listen · 56:22Listen · 59:02Listen · 1:00:40Listen · 1:02:22Listen · 1:03:36
3 Jul 2026
Adobe Inc.Dialogue. Copart, Adobe, and Uber Business Updates Listen · 0:12
+11Listen · 11:12Listen · 20:31Listen · 23:21Listen · 26:18Listen · 27:20Listen · 31:40Listen · 33:11Listen · 35:05Listen · 37:22Listen · 59:06Listen · 1:04:49
3 Jul 2026
Copart, Inc.Dialogue. Copart, Adobe, and Uber Business Updates Listen · 1:25
+9Listen · 3:06Listen · 6:33Listen · 8:32Listen · 10:52Listen · 12:30Listen · 14:53Listen · 17:59Listen · 41:03Listen · 1:00:32
3 Jul 2026
Alphabet Inc.Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy-18 Jun 2026
Adobe Inc.Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy-18 Jun 2026
ASML Holding N.V.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Apple Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Allbirds IncDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
ServiceNow, Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Spotify Technology S.A.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Oracle CorporationDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Microsoft CorporationDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Amazon.com, Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Meta Platforms, Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Alphabet Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Intel CorporationDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Taiwan Semiconductor Manufacturing Company LimitedDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Advanced Micro Devices, Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Micron Technology, Inc.Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
NVIDIA CorporationDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Sea LimitedDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
ServiceNow, Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Constellation Software Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
MercadoLibre, Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Adobe Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Axon Enterprise, Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Intuit Inc.Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026