Archive - Speedwell Memos

The Investor's Briefing #3

Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI

Aug 16 •

Speedwell Research

Airbnb: 2Q25 Business Update

Core Slows (Again)

Aug 12 •

Speedwell Research

Axon: 2Q25 Business Update

Growing over 30%... What's Priced In?

Aug 11 •

Speedwell Research

The Investor's Briefing #2

Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up

Aug 9 •

Speedwell Research

Coupang: 2Q25 Business Update

Boosted Confidence in Taiwan, Growing Selection, and Execution

Aug 7 •

Speedwell Research

The Investor's Briefing #1

Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates

Aug 3

AppFolio: 2Q25 Business Update

Successfully Upselling, Leading in Innovation, Growth Reaccelerates

Aug 2 •

Speedwell Research

Floor & Decor: 2Q25 Business Update

Taking Market Share, Positive Comps Revert Negative, $22mn Mature Stores

Aug 1 •

Speedwell Research

APi Group: 2Q25 Business Update

Revenues Reaccelerate, Strong Organic Growth, 2028 Long-Term Targets

Aug 1 •

Speedwell Research

July 2025

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