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Speedwell Research's News Update and Weekly Recap
New Appfolio Report, Meta & Coupang Dialogue, Perimeter Solutions Business Recap, and Airbnb Podcast Feature
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Speedwell Research
AppFolio Deep Dive
Announcing the release of our 66-page Extensive Research Report on AppFolio
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Speedwell Research
Speedwell Research's News Update and Weekly Recap
Airbnb Dialogue, 3 New Business Recaps, Coupang Business Update, and the Importance of Mature Margins
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Speedwell Research
Coupang: 1Q25 Business Update
Strong Core Growth and Gaining Traction in Taiwan
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Speedwell Research
2
Speedwell Research's News Update and Weekly Recap
4 Business Updates, Balancing Humility & Confidence, Meta's 5 Opportunities, What CoStar's 50% S&M spend implies for Mature Margins
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Speedwell Research
Airbnb: 1Q25 Business Update
Core Business Strong Enough to Launch Their Next Chapter
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Speedwell Research
Meta: 1Q25 Business Update
Running Capex at ~40% of revenues seemed to solve all their problems
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Speedwell Research
CoStar Group: 1Q25 Business Update
Reaccelerated Revenue Growth, But Elevated S&M Remains
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Speedwell Research

April 2025

Evolution: 1Q25 Business Update
Stock tanked -18%: Revenue softness transitory or a thesis breaker?
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Speedwell Research
Speedwell Research's News Update and Weekly Recap
Enablers vs Disruptors, Inverted Champagne Tower, Why Most Fail to Build a "SuperApp"
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Speedwell Research
Speedwell Research's News Update and Weekly Recap
Luxury Wins (Again), Value Extraction Risks, Early Airbnb History, Being Beloved to Drive Customer Loyalty
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Speedwell Research
Airbnb Business History
From Starving Artists to Multi-Billionaires Pioneering a New Industry
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Speedwell Research
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