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Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25
Episode 122

Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25

The Synopsis · Speedwell Research, LLC

October 25, 202515m 40s

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Show Notes

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.

Piton Network Dialogue Podcast (Spotify, Apple)

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Show Notes

(0:00) — Intro

(1:09) — Financial news

(2:48) — Netflix

(6:00) — Intel

(8:58 ) — Airbnb

(11:58 — Yelp + Airbnb

(14:00) — Memo of the week

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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 [email protected] 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 our full disclaimers here: https://speedwellresearch.com/disclaimer/