Speedwell Memos

Constellation Software: 2Q26 Recap

AI Didn’t Hurt... or Help

Aug 13 • Speedwell Research

18

1

Coupang: 2Q26 Business Recap

Data Scandal Lingers on Growth, Trading at 12x Mature Earnings

Aug 5 • Speedwell Research

18

1

Perimeter Solutions: 2Q26 Business Recap

Light Fire Safety Earnings, but Strong M&A Execution

Aug 5 • Speedwell Research

13

1

Floor & Decor: 2Q26 Business Update

Could encouraging same store sales trends mean an inflection is here?

Aug 4 • Speedwell Research

18

July 2026

Meta: 2Q26 Business Update

The 5 Call Options

Jul 31 • Speedwell Research

12

2

June 2026

Adobe Business History

From a Garage Start-Up to Industry Standard

Jun 25

16

2

May 2026

Constellation Software: 1Q26 Business Recap

AI Strategy Revealed

May 30 • Speedwell Research

25

2

Adobe Deep Dive

Announcing the release of our 99-page Extensive Research Report on Adobe

May 26 • Speedwell Research

20

1

1

Adobe Expert Insight Interview (No Paywall)

Adobe Executive on Innovation, Transformation, and AI Fears

May 4 • Speedwell Research

24

1

April 2026

Meta: 1Q26 Business Update

The Big Personalzied AI Bet

Apr 30 • Speedwell Research

30

3

Adobe Expert Insight Interview (No Paywall)

Adobe Executive on Innovation, Transformation, and AI Fears

Apr 28 • Speedwell Research

21

4

1

March 2026

Billionaire Square (Block) Cofounder Jim McKelvey on The Synopsis Podcast

How Square beat Amazon; explaining his insightful "Innovation Stack" Framework

Mar 13 • Speedwell Research

16

1