Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Airbnb Business History
April 18, 2025, 10:05 a.m.
Speedwell Research's News Update and Weekly Recap
April 13, 2025, 10:45 a.m.
April 6, 2025, 10:46 a.m.
RH: 4Q24 Business Update
April 4, 2025, 10:03 a.m.
An Interview on Investing with Speedwell Research's Drew Cohen
March 28, 2025, 10:03 a.m.
Speedwell Weekly Recap & Coverage News
March 23, 2025, 10:30 a.m.
API Group Deep Dive
March 21, 2025, 10:05 a.m.
Speedwell Research's Weekly Recap
March 16, 2025, 10:25 a.m.
*New Synopsis Company Podcast Released* Axon Enterprises
March 11, 2025, 10:15 a.m.
CoStar Business History
March 7, 2025, 11:31 a.m.
Coupang 4Q24 Business Update
Feb. 28, 2025, 11:45 a.m.
Dream Finders Homes: 4Q24 Business Update
Feb. 27, 2025, 11:05 a.m.
Copart: 2Q25 Business Update (Calendar 4Q24)
Feb. 26, 2025, 11:03 a.m.
Feb. 23, 2025, 12:45 p.m.
Floor & Decor 4Q24 Business Update
Feb. 22, 2025, 12:03 p.m.
Perimeter Solutions 4Q24 Business Update
Feb. 21, 2025, 10:10 p.m.
CoStar Group: 4Q24 Business Update
Feb. 21, 2025, 11:05 a.m.
Evolution's Todd Haushalter on The Synopsis Podcast
Feb. 18, 2025, 11:03 a.m.
Airbnb 4Q24 Business Update
Feb. 17, 2025, 11:02 a.m.
The Invisible Competitor: When Creating Value is Better than Fighting for It
Feb. 8, 2025, 12:02 p.m.
Evolution: 4Q24 Business Update
Feb. 5, 2025, 11:04 p.m.
Axon Business History
Jan. 17, 2025, 11:03 a.m.
Airbnb Deep Dive
Jan. 2, 2025, 10:20 p.m.
2024 Year-end Review: Gratitude and Struggles
Dec. 28, 2024, 1:02 p.m.
*New Synopsis Company Podcast Released* Perimeter Solutions: Replicating the TransDigm Model
Dec. 19, 2024, 8:22 p.m.