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

Page: https://stenobird.com/podcast/the-synopsis-6505916/monologue-csu-comments-plus-appfolio-meta-lvmh-updates
Text version: https://stenobird.com/podcast/the-synopsis-6505916/monologue-csu-comments-plus-appfolio-meta-lvmh-updates.md
Podcast: [The Synopsis](https://stenobird.com/podcast/the-synopsis-6505916)
Published: 2026-02-05T12:00:00+00:00
Episode link: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/monologue-csu-comments-plus-appfolio-meta-lvmh-updates
Audio file: https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Monolouge._meta_appf_lvmh.mp3?dest-id=4092573
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JSON: https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/monologue-csu-comments-plus-appfolio-meta-lvmh-updates
Duration seconds: 1670

## Resource

In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. Watch the Constellation Software Video Five Minute Money Newsletter Sign Up ~*~ 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 . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- 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/

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## Transcript

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