The Synopsis

On this episode we talk about a recent memo on how investors can influence businesses and what is difference between being a public versus private company. The memo we draw on is called "From Private to Public Markets: The Detrimental Impact of Investors' Expectations" and can be found here.   We recently found out we have a *duplicate Spotify feed* and will be *removing* it this week. Please follow this correct Spotify feed  just called "The Synopsis" to keep getting our content!   -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro (1:21) Two Extremes of Investing  (6:49) Reflexivity, Difference Between Analyst and Operator  (19:36) Risk Embedded in Assumptions were Too High, Illustration  (23:57) The Role of Narrative  (28:24) 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 info@speedwellresearch.com 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 discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

*Important* If you listen on Spotify, make sure you follow us on this Spotify feed. We just became aware there was a duplicate feed, which we are disconnecting next week.  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 article is From Public to Private Markets: The Detrimental Impact of Investors' Expectations Article Link:  https://www.speedwellmemos.com/p/from-private-to-public-markets-the -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:20) –Memo Reading Starts (20:52) – Closing Comments -*-*-*-*-*-*-*-*-*-*- 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 info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

In this interview, Mostly Borrowed Ideas provides deep insights into Meta, Google, and investment decision quality. Topics discussed include Meta's challenges, Google's future, constraints in cloud computing, Meta's real estate investments, the importance of writing in investment decision making, and the danger of borrowed confidence.

A discussion on investment risks impacting Etsy and Meta, with insights on Etsy's value proposition and Meta's key risks. The podcast explores the impact of new competitors like Timu on Etsy's advertising strategy and analyzes ad tech changes affecting Meta's stock value. It also delves into challenges in marketing strategies and the complexity of digital advertising evolution.

In this episode of The Synopsis we read an excerpt from our 79 page Etsy Report, covering Etsy's Business History. If you prefer to read instead of listening to this article, you can find access to it below.   Article Link: https://www.speedwellmemos.com/p/etsy-business-history    -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Important Announcement (0:45) – Intro  (1:36) – Article Reading Starts (30:31) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase Etsy Research Report Purchase a Speedwell Membership to gain access to all of Speedwell’s Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Speedwell's free newsletter can be found here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Charlie Munger discusses the Latticework of Mental Models and the importance of metaphors in connecting different disciplines. The podcast explores the two Piton Network business philosophy memos, focusing on decision clusters, optimization in business, case studies of Restoration Hardware and Netflix, and the significance of the Piton Network in analyzing executive decisions.

Delving into business strategies, the podcast explores optimizing from strength or weakness, meta-optimizations, supply chain efficiency, and Netflix's shift to streaming. Insightful case studies and examples showcase the importance of balancing variables for success.

The podcast dives into the tumultuous journey of the e-commerce platform Wish, revealing the stark contrast between its initial allure and eventual financial woes. Discover how Wish's price-centric model faces challenges compared to giants like Amazon and Pinduoduo. It also explores critical concepts like customer acquisition costs, lifetime value, and the dangers of maintenance marketing. Listeners will gain insights into the complexities of business failures, emphasizing the need for data-driven strategies to navigate the unpredictable world of e-commerce.

This podcast discusses the failure of Wish, an e-commerce platform. It compares Wish's unique approach to Amazon's and analyzes the reasons behind Wish's failure, including ineffective advertising. The podcast also explores the factors contributing to Wish's success and downfall, such as their user acquisition engine and direct relationships with manufacturers. It addresses criticisms of low-quality products and slow shipping times. The struggles in attracting new shoppers and the impact of rising advertising costs are also discussed.

This podcast covers Evolution, a leading live casino supplier in the online casino space. It discusses Evolution's history, market dominance, and differentiation strategies. It also explores the complexities of the gaming industry, customer acquisition, and the advantage of direct customer relationships. The podcast analyzes Evolution's business model, competitive advantages, and their partnerships with land-based casinos. Additionally, it delves into pricing strategies, capital allocation, company acquisitions and growth, and the potential impact of increasing gaming taxes.