Speedwell Research, LLC

The Synopsis

Únete a Speedwell Research mientras exploran negocios públicos cada mes, ofreciendo perspectivas claras sobre los desafíos específicos de la industria y estrategias para inversores astutos.

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Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

E104 • 60 mins • Aug 21, 2025

Episodios recientes

Aug 21, 2025

Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

E104 • 60 mins

Aug 16, 2025

Briefing. Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI

E103 • 15 mins

Aug 9, 2025

Briefing. Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up

E102 • 11 mins

Aug 8, 2025

Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed

E101 • 32 mins

Aug 4, 2025

Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates

E100 • 12 mins

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