In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments.

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Show Notes

(0:00) —Monologue Intro
(1:16) — CSU Video
(3:28) — New Research Report Announcement
(5:02) — LVMH 4Q25 Update
(10:26) — AppFolio 4Q25 Update
(13:34) — Meta 4Q25 Update
(24:51) — Trailing Multiple Diatribe

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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/

Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates

The Synopsis