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 contrast, 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 and an investors lens. Start listening today to become a better analyst and investor.
In this episode of The Synopsis we read our weekly Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is a business update on Meta.
Memo Link: https://www.speedwellmemos.com/p/meta-1q24-business-update
...
Published 04/26/24
On this episode we talk about RH and provide an update with their business. Check out our full company episode on RH if you haven't already! (Links below)
RH Company Episode: Apple, Spotify
A Written Update on RH from 1H23 can be found here.
-*-*-*-*-*-*-*-*-*-*-
Show Notes
(0:00) Intro
...
Published 04/19/24