The Synopsis

In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast.  CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls 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 & 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates.  RH 3Q25 Business Update  Coupang 3Q25 Business Update   You can also get a free trial to AlphaSense to read 200k+ expert calls 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)  — 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 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. ~*~ --> *CLICK THIS LINK TO GET OUR NEW NEWSLETTER --> Sign Up Here Our first post will be breaking down Duolingo stock. Make sure you are signed up to get it!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected]  -*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  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. 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).  You can also get a free trial to AlphaSense to read 200k+ expert calls 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 (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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 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 ~*~ 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)  — Copart & Announcements (1:31)  — Financial News (3:38)  — Dior Executive Expert Call (5:35)  — Appfolio Investor Day -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/