The Synopsis

• Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior

  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  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- 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/

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• Article. APi Global Business History

  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 *~* Become a Speedwell Member or Purchase the APi Global Single Report Here Company Episode on APi Global: Spotify, Apple -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Why History Matters (2:24) –Founding History (5:41) – Business History -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- 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/ 

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• Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?

  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.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- 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/

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• Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off

  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.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- 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/

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• Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M

  In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings.  Meta 3Q25 Earnings Update  Perimeter Solutions 3Q25 Earnings Update  CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (0:55)  — CoStar 3Q25 Update (3:30)  — CoStar's S&M Spend (10:10)  — CoStar Valuation (12:10)  — Meta 3Q25 Update (18:30)  — Meta Capex Spend (29:05)  — Competition For Time Spent (32:36)  — Meta Valuation (35:30)  — PRM 3Q25 Update (45:35)  — PRM Valuation (49:00)  — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- 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 CoStar, Meta, and Perimeter Solutions. Furthermore, accounts one or more contributors advise on may also have a position in CoStar, Meta, and Perimeter Solutions. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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