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The Investor's Briefing #9
Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
Sep 27
•
Speedwell Research
9
The Investor's Briefing #8
Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band
Sep 20
•
Speedwell Research
8
RH: 2Q25 Business Update
Inflection just Around the Corner… (Again)
Sep 17
•
Speedwell Research
5
The Investor's Briefing #7
Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009
Sep 13
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Speedwell Research
13
The Investor's Briefing #6
Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations
Sep 6
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Speedwell Research
12
2
Perimeter Solutions: 2Q25 Business Update
Stock +72% YTD, Platform Acquisition Ahead of Expectations, Normalized Fire Season Driving Strong Results
Sep 4
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Speedwell Research
11
August 2025
The Investor's Briefing #5
Tariffs Struck Down (again), Fed Independence Threatened, Nvidia's Record $60bn Buyback
Aug 30
•
Speedwell Research
14
LVMH Deep Dive
Announcing the release of our 121-page Extensive Research Report on LVMH
Aug 29
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Speedwell Research
13
The Investor's Briefing #4
Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze
Aug 23
•
Speedwell Research
10
The Investor's Briefing #3
Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI
Aug 16
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Speedwell Research
16
Airbnb: 2Q25 Business Update
Core Slows (Again)
Aug 12
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Speedwell Research
13
Axon: 2Q25 Business Update
Growing over 30%... What's Priced In?
Aug 11
•
Speedwell Research
7
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