On this episode we talk about Meta, Evolution, and their 1Q24 results. Check out our full company episodes on Meta and Evolution below if you haven't already!

Meta Company Episode: Apple, Spotify

Evolution Company Episode: Apple, Spotify

A written update on Meta's 1Q24 results can be found here.

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Show Notes

(0:00) Intro

(1:06) Evolution Business Update

(16:06) Meta Business Update

(48:37) Conclusion

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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

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Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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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 discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

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 memo is a business update on Meta.

Memo Link: https://www.speedwellmemos.com/p/meta-1q24-business-update

Purchase our Meta Research Report here.

Become a full Speedwell Member and gain access to the updated reverse DCF and Meta Report here.

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Show Notes

(0:00) – Intro

(1:04) –Memo Reading Starts

(17:17) – Closing Comments

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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.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback

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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 discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

On this episode we talk about RH and provide an update with their business. Check out our full company episode on RH if you haven't already! (Links below)

RH Company Episode: Apple, Spotify

A Written Update on RH from 1H23 can be found here.

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Show Notes

(0:00) Intro

(1:01) Announcement

(2:05) RH Business Update

(30:44) Conclusion

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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/