Speedwell Memos

Adobe Expert Insight Interview (No Paywall)

Adobe Executive on Innovation, Transformation, and AI Fears

May 4 • Speedwell Research

23

1

April 2026

Meta: 1Q26 Business Update

The Big Personalzied AI Bet

Apr 30 • Speedwell Research

30

3

Adobe Expert Insight Interview (No Paywall)

Adobe Executive on Innovation, Transformation, and AI Fears

Apr 28 • Speedwell Research

21

4

1

March 2026

Billionaire Square (Block) Cofounder Jim McKelvey on The Synopsis Podcast

How Square beat Amazon; explaining his insightful "Innovation Stack" Framework

Mar 13 • Speedwell Research

16

1

February 2026

Copart: 2Q26 Business Recap

Buying back stock for first time since 2019, Volumes Contract (Again),

Feb 21 • Speedwell Research

33

1

Shift4 Company Podcast Episode Released!

We just released an new, in-depth, 2 hour company episode on Shift4 ($FOUR)

Feb 19 • Speedwell Research

25

1

Airbnb 4Q25: Business Update

The AI Risk, Growth Reaccelerates, AI Changes on the Horizon

Feb 14 • Speedwell Research

13

Adobe Stock Breakdown (Five Minute Money)

Will AI Kill Adobe?

Feb 12 • Speedwell Research

13

1

Ferrari Exploratory Report

Announcing our Ferrari Research Report!

Feb 10 • Speedwell Research

16

2

Evolution: 4Q25 Business Update

The Slog Continues, 9.5x P/E Multiple

Feb 6 • Speedwell Research

20

January 2026

Meta: 4Q25 Business Update

Is AI a Business Accelerator or Cash Incinerator?

Jan 29 • Speedwell Research

28

LVMH: 4Q25 Business Recap

2025 Profits Contract -9%

Jan 28 • Speedwell Research

15