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ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
18 hrs ago
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Speedwell Research
9
The Investor's Briefing #15
Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
Nov 8
•
Speedwell Research
9
2
Axon: 3Q25 Business Update
Can they outexecute their valuation?
Nov 6
•
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
•
Speedwell Research
12
Meta: 3Q25 Business Update
AI is Working.
Oct 30
•
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
•
Speedwell Research
13
1
The Investor's Briefing #12
TSMC Dismissed Bubble Fears, Why 2%?, Warehouse Market Turns, New CoStar Threat
Oct 18
•
Speedwell Research
9
3
1
Casey's Exploratory Report
Casey's Company Exploratory Research Report
Oct 15
•
Speedwell Research
8
1
The Investor's Briefing #11
Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones
Oct 11
•
Speedwell Research
7
1
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