open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J

Preview meta tags from the open.spotify.com website.

Linked Hostnames

1

Thumbnail

Search Engine Appearance

Google

https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J

Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

Listen to this episode from The Synopsis on Spotify. On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!   Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive 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 (1:32) — RH and Macro (7:30) — APi Global Roll-Ups (and Constellation Software Parallels) (15:58) — NVR vs Dream Finders Home; Only Buy the Best? (26:30) — What Investment Rule do you Disagree With?  (31:20) — Axon, Copart, and Culture (38:59) — How to Make a Decision   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/



Bing

Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J

Listen to this episode from The Synopsis on Spotify. On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!   Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive 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 (1:32) — RH and Macro (7:30) — APi Global Roll-Ups (and Constellation Software Parallels) (15:58) — NVR vs Dream Finders Home; Only Buy the Best? (26:30) — What Investment Rule do you Disagree With?  (31:20) — Axon, Copart, and Culture (38:59) — How to Make a Decision   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/



DuckDuckGo

https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J

Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?

Listen to this episode from The Synopsis on Spotify. On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!   Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive 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 (1:32) — RH and Macro (7:30) — APi Global Roll-Ups (and Constellation Software Parallels) (15:58) — NVR vs Dream Finders Home; Only Buy the Best? (26:30) — What Investment Rule do you Disagree With?  (31:20) — Axon, Copart, and Culture (38:59) — How to Make a Decision   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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/

  • General Meta Tags

    15
    • title
      Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best? - The Synopsis | Podcast on Spotify
    • charset
      utf-8
    • X-UA-Compatible
      IE=9
    • viewport
      width=device-width, initial-scale=1
    • fb:app_id
      174829003346
  • Open Graph Meta Tags

    179
    • og:site_name
      Spotify
    • og:title
      Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
    • og:description
      The Synopsis · Episode
    • og:url
      https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J
    • og:type
      music.song
  • Twitter Meta Tags

    5
    • twitter:site
      @spotify
    • twitter:title
      Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
    • twitter:description
      The Synopsis · Episode
    • twitter:image
      https://i.scdn.co/image/ab6765630000ba8a56de4143f3ace29442963d67
    • twitter:card
      summary
  • Link Tags

    31
    • alternate
      https://open.spotify.com/oembed?url=https%3A%2F%2Fopen.spotify.com%2Fepisode%2F0NRtl4gj64zpSnTO5ZEg8J
    • alternate
      android-app://com.spotify.music/spotify/episode/0NRtl4gj64zpSnTO5ZEg8J
    • canonical
      https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J
    • icon
      https://open.spotifycdn.com/cdn/images/favicon32.b64ecc03.png
    • icon
      https://open.spotifycdn.com/cdn/images/favicon16.1c487bff.png
  • Website Locales

    2
    • EN country flagen
      https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J
    • DEFAULT country flagx-default
      https://open.spotify.com/episode/0NRtl4gj64zpSnTO5ZEg8J

Links

9