Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.

YouTube Video Links: S&P 500 Concentration

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Show Notes

(0:00) — S&P 500 Concentration a Risk? (20:40) — Adobe Report Tease (23:18) — Intuit Earnings Review (36:12) — CSU Earnings and AGM (44:34) — Why AI is a Beneficiary for Axon (49:17) — Mercado Libre Earnings Takeaways and Risks (56:38) — Sea Limited Earnings Takeaways and Risks

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