{"podcast":{"title":"The Synopsis","slug":"the-synopsis-6505916","podcast_index_feed_id":6505916,"rss_url":"https://feeds.libsyn.com/481071/rss","website_url":"https://sites.libsyn.com/481071","image_url":"https://static.libsyn.com/p/assets/5/2/d/7/52d76b8b82d0390516c3140a3186d450/The_Synopsis_Podcast_Logo-20260225-5hcpjhqhg8.png","author":"Drew Cohen","episode_count":140,"summary":"In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Drew Cohen is an investment manager, registered investment advisor, and founder of Speedwell Research, which produces in-depth research reports for hedge funds and asset managers. Speedwell Research spends hundreds of hours researching public businesses and I share my insights in various episodes. Start listening today to become a better analyst, investor and business-person.","last_synced_at":"2026-07-23T22:19:12.092819+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916"},"episode":{"title":"Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M","slug":"dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m","published_at":"2025-11-03T18:12:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m","show_page_url":"https://stenobird.com/podcast/the-synopsis-6505916","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-sm","audio_url":"https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Dialogue._CSGP_META_PRM_3Q25.mp3?dest-id=4092573","summary":"In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter Solutions 3Q25 Earnings Update CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve 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) — Intro (0:55) — CoStar 3Q25 Update (3:30) — CoStar's S&M Spend (10:10) — CoStar Valuation (12:10) — Meta 3Q25 Update (18:30) — Meta Capex Spend (29:05) — Competition For Time Spent (32:36) — Meta Valuation (35:30) — PRM 3Q25 Update (45:35) — PRM Valuation (49:00) — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. At the time of publication, one or more contributors to this report has a position in CoStar, Meta, and Perimeter Solutions. Furthermore, accounts one or more contributors advise on may also have a position in Co…","meta_description":"In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter Solutions…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3020,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}