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The Investor's Briefing #3
Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI
Aug 16
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The Investor's Briefing #3
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Airbnb: 2Q25 Business Update
Core Slows (Again)
Aug 12
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Airbnb: 2Q25 Business Update
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Axon: 2Q25 Business Update
Growing over 30%... What's Priced In?
Aug 11
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7
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Axon: 2Q25 Business Update
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The Investor's Briefing #2
Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up
Aug 9
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The Investor's Briefing #2
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Coupang: 2Q25 Business Update
Boosted Confidence in Taiwan, Growing Selection, and Execution
Aug 7
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Coupang: 2Q25 Business Update
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The Investor's Briefing #1
Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
Aug 3
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The Investor's Briefing #1
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AppFolio: 2Q25 Business Update
Successfully Upselling, Leading in Innovation, Growth Reaccelerates
Aug 2
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4
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AppFolio: 2Q25 Business Update
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Floor & Decor: 2Q25 Business Update
Taking Market Share, Positive Comps Revert Negative, $22mn Mature Stores
Aug 1
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Floor & Decor: 2Q25 Business Update
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APi Group: 2Q25 Business Update
Revenues Reaccelerate, Strong Organic Growth, 2028 Long-Term Targets
Aug 1
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4
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APi Group: 2Q25 Business Update
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July 2025
Meta: 2Q25 Business Update
Calculating Incremental ROIC from Capex, 5 Business Opportunities, AI Everywhere
Jul 31
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Meta: 2Q25 Business Update
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Speedwell Research's News Update and Weekly Recap
Evolution Dialogue, Exclusive CSU Head of M&A Interview, The Trust Differentiator, Copart's Integration Advantage
Jul 27
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Speedwell Research's News Update and Weekly Recap
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Announcement: Expert Insight Interview (No Paywall)
Interviewing a former head of M&A at Constellation Software
Jul 23
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Announcement: Expert Insight Interview (No Paywall)
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