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The Synopsis: Speedwell Research In-Depth Business Talks

The Synopsis: Speedwell Research In-Depth Business Talks

By: Drew Cohen
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Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrasts, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis through an investors lens. Start listening today to become a better analyst and investor.© 2023 Economics Personal Finance
Episodes
  • Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

    Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy
    Jun 18 2026

    In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it.

    YouTube Video Links: How to Protect Your Portfolio from Inflation

    Five Minute Money Newsletter Free 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 info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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    Show Notes

    (0:00) — Why Cash is Not Trash
    (4:34) — Duration Risk
    (10:32) — Berkshire Hathaway and the Cost of Equity
    (16:50) — Lump Sum or Dollar Cost Average?
    (19:10) — Don't Position Your Portfolio for Macro Calls
    (24:34) — End of World Portfolio
    (29:10) — Emergency Savings
    (34:47) — Real Estate

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    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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    Follow Us:

    Twitter: @Speedwell_LLC

    Threads: @speedwell_research

    Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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    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 Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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    43 mins
  • Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

    Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle
    Jun 10 2026

    In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider.

    YouTube Video Links: Why This Isn't an AI Bubble (Yet)

    Five Minute Money Newsletter Free 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 info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    Show Notes

    (0:00) — Financial vs Technology Bubbles
    (5:45) — Are AI Model Companies in a Bubble?
    (11:04) — Arguments For Why We Are in an AI Bubble
    (25:51) — How Reflexivity Affects Outcomes
    (35:33) — Software Bull Case
    (38:12) — AI Bubble Argument Summary
    (41:29) — AI Bubble Counterarguments
    (46:36) — What You Can Do as an Investor

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    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com 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 info@speedwellresearch.com 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 Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

    Show More Show Less
    59 mins
  • Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

    Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update
    May 26 2026

    In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.

    YouTube Video Links: S&P 500 Concentration

    Five Minute Money Newsletter Free 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 info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    Show Notes

    (0:00) — S&P 500 Concentration a Risk?
    (20:40) — Adobe Report Tease
    (23:18) — Intuit Earnings Review
    (36:12) — CSU Earnings and AGM
    (44:34) — Why AI is a Beneficiary for Axon
    (49:17) — Mercado Libre Earnings Takeaways and Risks
    (56:38) — Sea Limited Earnings Takeaways and Risks

    -*-*-*-*-*-*-*-*-*-*-*-*-*-*-

    For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

    Please reach out to info@speedwellresearch.com 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 info@speedwellresearch.com 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 Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

    Show More Show Less
    1 hr and 1 min
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