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The Synopsis

Sep 3, 2026

In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. 

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For full access to all of our updates and in-depth...


Aug 26, 2026

In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. 

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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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Aug 20, 2026

In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. 

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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...


Aug 13, 2026

In this Dialogue episode of The Synopsis we provide an update on Meta! 

 

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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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Jul 23, 2026

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. 

 

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

~*~

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