Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Equity Bottom-Up

<ul><li>AppFolio offers software for real estate managers to help run their businesses, including leasing, rent collection, accounting, and maintenance requests</li><li>The company reported a 19% growth in both core services and value-added services, with 8.9 million units under management</li><li>AppFolio's pricing model charges based on a unit basis, incentivizing all members of an organization to use the software and increasing customer retention. Total customers increased by 6% to 21,400.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AppFolio offers software for real estate managers to help run their businesses, including leasing, rent collection, accounting, and maintenance requestsThe company reported a 19% growth in both core services and value-added services, with 8.9 million units under managementAppFolio's pricing model charges based on a unit basis, incentivizing all members of an organization to use the software and increasing customer retention. Total customers increased by 6% to 21,400.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

Cross Asset Strategy

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

United States

AppFolio, Inc. provides cloud-based software solutions. The Company offers a cloud-based property management software that allows apartment and residential property managers to market, manage, and grow their business. AppFolio conducts business in the United States.

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AppFolio Inc A (APPF US)

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

AppFolio provides software for property managers to run their real estate businesses, with revenues growing 19% year over year in 2Q25 and a focus...

The Synopsis

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

AppFolio provides software for property managers to run their real estate businesses, with revenues growing 19% year over year in 2Q25 and a focus...

The Synopsis

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis