The Synopsis

• Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences

  In this episode of The Synopsis we read our latest 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 "The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum"  Memo Link: Two Ends of the Strategy Spectrum 3rd Memo in the Series: Assessing Retail Strategies with The Inventory Value Capture Index on the Value Capture Index   -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A Bit About this Memo (3:49) –Memo Reading Starts (15:39) – Explaining Some Key Ideas from the Memo -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more.  Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. 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. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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  19:47
• Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop

  In this episode of The Synopsis we read our latest 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 "The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop"  Memo Link: https://www.speedwellmemos.com/p/the-consumers-hierarchy-of-preferences  2nd Memo in the series on The Consumer's Hierarchy of Preferences  3rd Memo in the series on The Consumer's Hierarchy of Preferences -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A Bit About this Memo (1:05) –Memo Reading Starts (15:39) – Explaining Some Key Ideas from the Memo -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell’s Extensive Research Reports, Models, Company Updates, and more.  Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it. 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. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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  22:26
• Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"

  In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written business updates for $DFH and $PRM below!  Dream Finders Homes 1Q25 Business Recap Perimeter Solutions 1Q25 Business Recap ~*~ 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 (1:09) — Perimeter Solutions 1Q25 Recap (25:41) — Dream Finders Homes 1Q25 Recap -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 DFH and PRM. Furthermore, accounts one or more contributors advise on may also have a position in DFH and PRM. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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  45:24
• Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

  In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below!  Meta 1Q25 Update Coupang 1Q25 Update  Meta Company Deep Dive Podcast Episode (Apple, Spotify) Coupang Company Deep Dive Podcast Episode  (Apple, Spotify) Last Memo Published: The Invisible Competitor ~*~ 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) — Airbnb Comments post Announcement (1:53) — Meta 1Q25 Update (24:03) — Growth Vectors (29:26) — Coupang 1Q25 Update (42:37) — Forex Considerations with Investing -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 META. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and META. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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  47:23
• Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A

  In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below!  Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive 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 (1:49) — Airbnb High Level Update  (6:40) — Diatribe on Sell-Side Analyst Q&A (9:00) — Airbnb Growth Slowdown and Macro (22:30) — Airbnb’s New Businesses (29:30) — Valuation, Mature Margin Defense -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 ABNB. Furthermore, accounts one or more contributors advise on may also have a position in ABNB. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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  39:13

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