The Synopsis

• Interview. A Deep Dive on Growth Investing with "From Growth to Value"

  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/

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• Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!

  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/

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• Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

  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/

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• Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior

  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.  Read the full Memo of the Week on SuperApps here  ~*~ 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)  — Updates & Announcements (1:30)  — Financial News (4:00)  — CSU Expert Call (12:54)  — Disney's Turnaround (17:12)  — PRM Conference (18:46)  — Memo of the Week -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

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• Article. APi Global Business History

  In this episode of The Synopsis we read an excerpt from our extensive research report of APi Global! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/api-group-business-history *~* Become a Speedwell Member or Purchase the APi Global Single Report Here Company Episode on APi Global: Spotify, Apple -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Why History Matters (2:24) –Founding History (5:41) – Business History -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more.  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. At the time of publication, one or more contributors to this report has a position in APG. Furthermore, accounts one or more contributors advise on may also have a position in APG. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

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