Dialogue. Copart, Adobe, and Uber Business Updates

Jul 3, 2026

In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! 

YouTube Video Links: Adobe Update (June 16th),  Uber Update (June 30th) 

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Show Notes

(0:00)  — Intro
(3:08)  — Copart Update: Is IAA Out Competing Copart?
(20:35)  — Adobe Update: Is AI Replacing Adobe? 
(47:05)  — Uber Update: Is Waymo Disrupting Uber?

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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 [e-mail] if you need help getting us to become an approved research vendor in order to expense it.

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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 Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers