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Speedwell Research Process & Philosophy
Why we created Speedwell Research—Buy-Side Research for the Buy-Side
Feb 1, 2023
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Speedwell Research
38
8
1
ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
16 hrs ago
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Speedwell Research
9
The Investor's Briefing #15
Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
Nov 8
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Speedwell Research
9
2
Most Popular
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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Oct 3, 2024
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Speedwell Research
51
10
10
What is a Great Business?
Jun 27, 2024
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Speedwell Research
39
4
6
The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
Jan 26, 2024
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Speedwell Research
29
4
4
Dream Finders Home Exploratory Report
Nov 17, 2023
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Speedwell Research
25
2
4
What is a Fair Investment Assumption?
Dec 13, 2024
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Speedwell Research
31
2
9
Evolution: 4Q24 Business Update
Feb 5
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Speedwell Research
18
2
Recent posts
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Axon: 3Q25 Business Update
Can they outexecute their valuation?
Nov 6
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Speedwell Research
13
1
The Investor's Briefing #14
AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter’s Runway
Nov 1
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Speedwell Research
6
1
1
Floor & Decor: 3Q25 Business Update
Still Treading, but Reiterate Long-Term Vision, CEO Transition, Valuation Exhibits
Oct 31
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Speedwell Research
7
Perimeter Solutions: 3Q25 Business Update
Deepening the Moat
Oct 30
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Speedwell Research
12
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Company Research Reports
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Casey's Exploratory Report
Casey's Company Exploratory Research Report
Oct 15
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Speedwell Research
8
1
LVMH Deep Dive
Announcing the release of our 121-page Extensive Research Report on LVMH
Aug 29
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Speedwell Research
13
1
AppFolio Deep Dive
Announcing the release of our 66-page Extensive Research Report on AppFolio
May 14
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Speedwell Research
6
1
2
API Group Deep Dive
Announcing the release of our 61-page Extensive Research Report on APi Group
Mar 21
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Speedwell Research
5
Memos on Business
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The Invisible Competitor: When Creating Value is Better than Fighting for It
Competing vs. Creating. Not all problems have solutions. Preferences meet Pitons.
Feb 8
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Speedwell Research
14
6
5
How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith
10 Lessons from our hundreds of hours of research on Axon.
Nov 8, 2024
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Speedwell Research
5
1
Minimum Viable Products versus Maximum Possible Products
The Difference Between Learning and Proving
Oct 18, 2024
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Speedwell Research
15
3
1
What is a Great Business?
A Framework for Building a Deep Understanding of Business.
Jun 27, 2024
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Speedwell Research
39
4
6
Memos on Investing
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An Interview on Investing with Speedwell Research's Drew Cohen
Reproducing Drew's uneditied interview feature on Compounding Quality
Mar 28
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Speedwell Research
15
3
What is a Fair Investment Assumption?
Information Theory, Falsification, and why the Independent Investor has every advantage.
Dec 13, 2024
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Speedwell Research
31
2
9
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
How to use a Reverse DCF
Oct 3, 2024
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Speedwell Research
51
10
10
What You Don’t Know About Sell-side Analyst Price Targets
Five Pernicious Influences to Price Targets
Aug 23, 2024
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Speedwell Research
21
4
4
Business Philosophy
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Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
Netflix's advantage in 2009, How Square beat Amazon, Why Ford needed a standalone EV Business, and where Gopuff beats DoorDash.
Feb 2, 2024
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Speedwell Research
11
4
The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space
Business Philosophy Series
Dec 8, 2023
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Speedwell Research
20
The Consumer's Hierarchy of Preferences: Assessing Retail Strategies with The Inventory Value Capture Index
Speedwell Research: Business Philosophy Series
Mar 14, 2023
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Speedwell Research
25
2
1
The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum
Speedwell Research: Business Philosophy Series
Feb 5, 2023
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Speedwell Research
22
1
Business Updates
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ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
16 hrs ago
•
Speedwell Research
9
Axon: 3Q25 Business Update
Can they outexecute their valuation?
Nov 6
•
Speedwell Research
13
1
Floor & Decor: 3Q25 Business Update
Still Treading, but Reiterate Long-Term Vision, CEO Transition, Valuation Exhibits
Oct 31
•
Speedwell Research
7
Perimeter Solutions: 3Q25 Business Update
Deepening the Moat
Oct 30
•
Speedwell Research
12
Business History
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Airbnb Business History
From Starving Artists to Multi-Billionaires Pioneering a New Industry
Apr 18
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Speedwell Research
13
1
CoStar Business History
Creating the Bloomberg Data Service of the Real Estate Industry
Mar 7
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Speedwell Research
8
1
Axon Business History
Turning a failed product into a multi-billion dollar industry.
Jan 17
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Speedwell Research
11
Coupang Business History
Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity
Aug 9, 2024
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Speedwell Research
10
1
The Investor's Briefing
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The Investor's Briefing #15
Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
Nov 8
•
Speedwell Research
9
2
The Investor's Briefing #14
AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter’s Runway
Nov 1
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Speedwell Research
6
1
1
The Investor's Briefing #13
Evolution 3Q25, Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?
Oct 25
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Speedwell Research
7
2
The Investor's Briefing #12
TSMC Dismissed Bubble Fears, Why 2%?, Warehouse Market Turns, New CoStar Threat
Oct 18
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Speedwell Research
9
3
1
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