On this episode we talk Constellation Software and RH!

Listen to our full company-specific episodes on Constellation Software and RH in our feed if you haven't already!

*Note* After this recording we switched how we record our podcasts, so you should enjoy better sound quality in the future!

Memo Mentioned: The Investment Matching Principle

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Show Notes

(0:00) Intro

(1:40) Constellation Software Update

(33:09) RH Update

(52:42) Conclusion

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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 "What is a Great Business?"

Memo Link: https://www.speedwellmemos.com/p/what-is-a-great-company

Check out Speedwell's Interview with Best Anchor Stocks (Spotify, YouTube)

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Show Notes

(0:00) – Intro

(1:01) –Memo Reading Starts

(18:37) – 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/

In this wide spanning interview episode we talk with Best Anchor Stocks' Leandro on investment philosophy, quality businesses, Nintendo, Deere, Copart, Hermes, and much more!

Find out more about Best Anchor Stocks here, follow Leandro on Twitter @Invesquotes and Best Anchor Stocks Podcast can be found here.

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Show Notes

(0:00) Intro

(1:16) What Characterizes a Good Business?

(6:15) Multiples, Implied Valuation, Reverse DCF

(26:00) Great Companies and Valuation, Copart, Constellation Software

(35:32) Nintendo and Deere, Transitioning Business Models

(49:01) Hermes, Durability, Ferrari, Rolex, and Luxury

(1:15:12) A Good Business versus a Good Investment

(1:18:05) Book Recommendations

(1:22:58) Conculsion

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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/