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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
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The Invisible Competitor: When Creating Value is Better than Fighting for It
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Evolution: 4Q24 Business Update
Smoke versus Signal
Feb 5
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17
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Evolution: 4Q24 Business Update
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January 2025
Axon Business History
Turning a failed product into a multi-billion dollar industry.
Jan 17
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Speedwell Research
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Axon Business History
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Airbnb Deep Dive
Announcing the release of our 108-page Extensive Research Report on Airbnb
Jan 2
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Airbnb Deep Dive
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December 2024
2024 Year-end Review: Gratitude and Struggles
An Update on the Speedwell Research Business
Dec 28, 2024
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Speedwell Research
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2024 Year-end Review: Gratitude and Struggles
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*New Synopsis Company Podcast Released* Perimeter Solutions: Replicating the TransDigm Model
We just dropped our latest in-depth company podcast episode on Perimeter Solutions ($PRM)
Dec 19, 2024
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Speedwell Research
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*New Synopsis Company Podcast Released* Perimeter Solutions: Replicating the TransDigm Model
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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
25
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What is a Fair Investment Assumption?
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November 2024
Copart Business Update 3Q24 (Fiscal 1Q25)
Service revenue growth reaccelerates, we update our reverse DCF, and autonomous vehicles aren't the risk investors think
Nov 23, 2024
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Speedwell Research
12
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Copart Business Update 3Q24 (Fiscal 1Q25)
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AXON, CSU, and DFH: 3Q24 Business Update
+28% stock jump, building homes through high interest rates, and Constellation Software grew revenues +20% y/y
Nov 12, 2024
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Speedwell Research
5
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AXON, CSU, and DFH: 3Q24 Business Update
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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
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How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith
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CPNG: 3Q24 Business Update
Coupang—Korea's #1 ecommerce platform—keeps growing, WOW members still increasing spend, developing offerings progressing
Nov 6, 2024
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CPNG: 3Q24 Business Update
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META, ETSY, and FND 3Q24 Business Update
Flooring, Digital Ads, and Unwanted Handmade Goods. Plus an Update on Speedwell.
Nov 1, 2024
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Speedwell Research
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META, ETSY, and FND 3Q24 Business Update
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