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>CoStar's revenue grew 20% year over year, with strong growth in residential segments such as Apartments.com and Homes.com</li><li>Elevated sales and marketing expenses account for 50% of revenue, raising questions about sustainable growth and margin levels</li><li>Management is optimistic about gaining momentum and investing in two-sided marketplace platform for future success, but concerns remain about long-term profitability and valuation metrics.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CoStar's revenue grew 20% year over year, with strong growth in residential segments such as Apartments.com and Homes.comElevated sales and marketing expenses account for 50% of revenue, raising questions about sustainable growth and margin levelsManagement is optimistic about gaining momentum and investing in two-sided marketplace platform for future success, but concerns remain about long-term profitability and valuation metrics.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul><li>Federal Reserve expected to reduce interest rates amid labor market weakness and inflation concerns</li><li>Fed officials divided on future rate cuts, with market anticipating continued easing cycle and potential changes in personnel influencing decisions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Federal Reserve expected to reduce interest rates amid labor market weakness and inflation concernsFed officials divided on future rate cuts, with market anticipating continued easing cycle and potential changes in personnel influencing decisionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat

United States

CoStar Group Inc. provides building-specific information to the United States commercial real estate industry and related industries. The Company's database details office and industrial space. The database provides digitized photographs and floor plan images on individual commercial buildings in the company's markets.

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Costar Group (CSGP US)

Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales ...

CoStar's strong revenue growth, high customer retention rates, and investments in building a two-sided marketplace raise questions about future...

The Synopsis

Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat

Casey's research report on unique business model with fresh food offerings and pizza sales released, Federal Reserve likely to reduce interest...

The Synopsis

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