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The Investor's Briefing #16
CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
Nov 15
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Speedwell Research
7
1
1
APi Group Business History
From a Small Plumbing Company to a Global B2B Service Provider
Nov 14
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Speedwell Research
10
3
Constellation Software: 3Q25 Update
AI Narrowing the Moat?
Nov 13
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Speedwell Research
21
2
2
ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
Nov 12
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Speedwell Research
11
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
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
October 2025
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
Meta: 3Q25 Business Update
AI is Working.
Oct 30
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Speedwell Research
9
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
Evolution: 3Q25 Business Update
Revenue Falls for the First Time Ever
Oct 24
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Speedwell Research
13
1
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