The Synopsis

In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here. 
**Coupang Webinar Sign-up Link Here
AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.
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Show Notes
(0:00) — Intro
(3:00) — Luxury Brand DNA
(8:44) — Who is Actually Luxury
(22:00) — Gen-Z
(38:00) — China Slowdown
(52:23) — More Sought After Company? 

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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive! 
Coupang Expert Call Interview
SpaceX YouTube Video
Shift4 Deep Dive
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Show Notes
(0:00)  — Shift4 & AlphaSense Coupang Announcement
(3:50)  — SpaceX Intro
(6:36)  — SpaceX Business Segments
(16:04)  — Competition in Launch
(21:36)  — Starlink Competition
(27:16)  — SpaceX Valuation
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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 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
Five Minute Money Newsletter Sign Up
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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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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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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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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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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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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/