In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written business updates for $DFH and $PRM below!

Dream Finders Homes 1Q25 Business Recap

Perimeter Solutions 1Q25 Business Recap

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Show Notes

(0:00) — Intro

(1:09) — Perimeter Solutions 1Q25 Recap

(25:41) — Dream Finders Homes 1Q25 Recap

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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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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 DFH and PRM. Furthermore, accounts one or more contributors advise on may also have a position in DFH and PRM. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below!

Meta 1Q25 Update

Coupang 1Q25 Update

Meta Company Deep Dive Podcast Episode (Apple, Spotify)

Coupang Company Deep Dive Podcast Episode (Apple, Spotify)

Last Memo Published: The Invisible Competitor

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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) — Airbnb Comments post Announcement

(1:53) — Meta 1Q25 Update

(24:03) — Growth Vectors

(29:26) — Coupang 1Q25 Update

(42:37) — Forex Considerations with Investing

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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 META. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and META. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below!

Airbnb 1Q25 Business Update

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For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive 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) Intro

(1:49) — Airbnb High Level Update

(6:40) — Diatribe on Sell-Side Analyst Q&A

(9:00) — Airbnb Growth Slowdown and Macro

(22:30) — Airbnb’s New Businesses

(29:30) — Valuation, Mature Margin Defense

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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 ABNB. Furthermore, accounts one or more contributors advise on may also have a position in ABNB. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/