The Synopsis

In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. 
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Show Notes
(0:00)  — Viewer Comments
(7:06)  — Buffett's 3 Lessons That Investors Misunderstand
(10:22)  — What Value Investing Really Means
(19:06)  — Margin of Safety
(28:49)  — Circle of Competence
(37:46)  — Meli Update
(44:43)  — Meli Net Interest Margin
(50:41)  — Meli's Credit Risk
(59:23)  — Interest Margin Sustainability


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

In this Dialogue episode of The Synopsis we provide an update on Meta! 
 
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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 
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Show Notes
(0:00)  — The Synopsis is Coming to YouTube!
(3:01)  — Meta Update
(13:34)  — Meta's 6 Call Options
(24:12)  — Meta Compute
(30:18)  — Meta AI
(33:16)  — Does Meta Need a Frontier Model?
(39:41)  — Litigation Risk


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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

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. 
 
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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 
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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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Show Notes
(0:00)  — Atlassian Business Overview
(8:45)  — Vertical vs Horizontal Software
(11:15)  — Is Atlassian a Melting Ice Cube?
(12:56)  — Atlassian AI Argument
(35:11)  — Duolingo Update
(50:45)  — Uber News
(53:53)  — Buffett Leads Berkshire's Google Investment


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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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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

In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. 
YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th) 
Five Minute Money Newsletter Free Sign Up
 
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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 
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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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Show Notes
(0:00)  —Netflix Narrative
(6:31)  — Why is Engagement Falling?
(9:38)  — Netflix Ad Tech
(17:44)  — Netflix Content Cost Per Sub Advantage
(21:37)  — Netflix Valuation
(27:35)  — Should You Buy or Rent a Home?
(34:28)  — Home Buying Rules
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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

In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! 
YouTube Video Links: Adobe Update (June 16th),  Uber Update (June 30th) 
Five Minute Money Newsletter Free Sign Up
 
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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. 
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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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Show Notes
(0:00)  — Intro
(3:08)  — Copart Update: Is IAA Out Competing Copart?
(20:35)  — Adobe Update: Is AI Replacing Adobe? 
(47:05)  — Uber Update: Is Waymo Disrupting Uber?
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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.
-*-*-*-*-*-*-*-*-*-*-
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