The Synopsis

In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! 
YouTube Video Links: Adobe Update (June 16th),  Uber Update (June 30th) 
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Show Notes
(0:00)  — Intro
(3:08)  — Copart Update: Is IAA Out Competing Copart?
(20:35)  — Adobe Update: Is AI Replacing Adobe? 
(47:05)  — Uber Update: Is Waymo Disrupting Uber?
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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 Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. 
YouTube Video Links: How to Protect Your Portfolio from Inflation
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Show Notes
(0:00)  — Why Cash is Not Trash
(4:34)  — Duration Risk
(10:32)  — Berkshire Hathaway and the Cost of Equity
(16:50)  — Lump Sum or Dollar Cost Average?
(19:10)  — Don't Position Your Portfolio for Macro Calls
(24:34)  — End of World Portfolio
(29:10)  — Emergency Savings
(34:47)  — Real Estate
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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 Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider. 
YouTube Video Links: Why This Isn't an AI Bubble (Yet) 
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Show Notes
(0:00)  — Financial vs Technology Bubbles
(5:45)  — Are AI Model Companies in a Bubble?
(11:04)  — Arguments For Why We Are in an AI Bubble
(25:51)  — How Reflexivity Affects Outcomes
(35:33)  — Software Bull Case
(38:12)  — AI Bubble Argument Summary
(41:29)  — AI Bubble Counterarguments
(46:36)  — What You Can Do as an Investor
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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 Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre. 
YouTube Video Links: S&P 500 Concentration 
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Show Notes
(0:00)  — S&P 500 Concentration a Risk?
(20:40)  — Adobe Report Tease
(23:18)  — Intuit Earnings Review
(36:12)  — CSU Earnings and AGM
(44:34)  — Why AI is a Beneficiary for Axon
(49:17)  — Mercado Libre Earnings Takeaways and Risks
(56:38)  — Sea Limited Earnings Takeaways and Risks
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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 Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy! 
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Show Notes
 (0:00)  — Rose's Background 
(6:31)  — Investment Philosophy
(8:46)  — Punch Card Investing
(13:27)  — Axon Mistake
(20:28)  — Mercado Libre Investment Case
(27:37)  — Thoughts on Sea Limited Competition
(32:44)  — South America Profitability vs the U.S.?
(40:28)  — Portfolio Construction
(44:38)  —  DLocal Investment Thesis
(54:45)  — Importance of Management
(55:57)  — Why Rose Invested in ServiceNow
(59:32)  — Valuation Thoughts
(1:10:50)  — Mercado Libre FinTech Risk
(1:17:58)  — Business Models Rose Avoids
(1:21:42)  — How to Judge an Opportunity Based on Opportunity Cost
(1:29:07)  — Sell a Great Business When it's Overvalued?

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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 securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers