Speedwell Memos
Subscribe
Sign in
Home
Directory
The Synopsis Podcast
Archive
About
Latest
Top
Discussions
2025 Year-end Review: Charging Ahead
An Update on the Speedwell Research Business
Dec 30, 2025
•
Speedwell Research
10
4
RH: 3Q25 Business Recap
The risks are real... so is the opportunity
Dec 15, 2025
•
Speedwell Research
11
Important New Development
Launching a new stock breakdown and business newsletter
Dec 11, 2025
•
Speedwell Research
15
2
1
November 2025
The Investor's Briefing #17
Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
Nov 22, 2025
•
Speedwell Research
13
Copart: 1Q26 Business Update (Calendar 3Q25)
Do Volume Slips Threaten Quality Compounder Status?
Nov 21, 2025
•
Speedwell Research
18
LVMH Expert Insight Interview (No Paywall)
Prada Board Member on the Luxury Industry
Nov 20, 2025
•
Speedwell Research
9
Announcement: Expert Insight Interview (No Paywall)
From Hype to Heritage: Identifying Durable Winners in Luxury Investing, Interviewing an Advisor and Board Member at Prada
Nov 19, 2025
•
Speedwell Research
7
1
The Investor's Briefing #16
CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
Nov 15, 2025
•
Speedwell Research
10
1
1
APi Group Business History
From a Small Plumbing Company to a Global B2B Service Provider
Nov 14, 2025
•
Speedwell Research
15
5
Constellation Software: 3Q25 Update
AI Narrowing the Moat?
Nov 13, 2025
•
Speedwell Research
28
2
2
ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
Nov 12, 2025
•
Speedwell Research
13
The Investor's Briefing #15
Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
Nov 8, 2025
•
Speedwell Research
11
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
