In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter.

8 Key Mistakes Investors Make YouTube Video

SpaceX YouTube Video

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Show Notes

(0:00) — Intro
(2:49) — Mistake #1: Position Sizing
(12:25) — Mistake #2: Overlooking Conflicting Info
(20:11) — Mistake #3: Borrowing Conviction
(25:44) — Mistake #4: Selling Too Soon
(32:28) — Mistake #5: Overlooking Intuition
(39:56) — Mistake #6: Dismissing Ideas Due to Bias
(45:23) — Mistake #7: Sentiment Driving Emotions
(54:13) — Mistake #8: Monitoring
(56:10) — Outro

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For full access to all of our updates and in-depth research reports, become a Speedwell Member 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 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/

In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast.

CoreWeave YouTube Video

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

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For full access to all of our updates and in-depth research reports become a Speedwell Member here.

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Show Notes

(0:00) — Intro & Announcements
(4:30) — CoreWeave Overview
(21:25) — CoreWeave vs. Hyperscalers
(34:30) — Is Today like the 1990s?
(40:15) — CoreWeave Capital Structure
(46:18) — CoreWeave Bull Case
(45:17) — How CoreWeave is Similar to AerCap
(52:22) — CoreWeave Rough Valuation
(54:10) — Outro

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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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 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/

In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates.

RH 3Q25 Business Update

Coupang 3Q25 Business Update

You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

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For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — New Newsletter
(4:30) — RH 3Q25 Update
(10:32) — RH Accessory Business
(22:30) — RH Design Studios & International
(34:15) — CPNG 3Q25 Update
(32:14) — CPNG AI & Data Leak
(45:17) — Taiwan
(49:24) — CPNG AlphaSense Webinar Announcement

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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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 discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and RH. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and RH. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/