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Copart: 2Q26 Business Recap
Buying back stock for first time since 2019, Volumes Contract (Again),
Feb 21
•
Speedwell Research
26
Shift4 Company Podcast Episode Released!
We just released an new, in-depth, 2 hour company episode on Shift4 ($FOUR)
Feb 19
•
Speedwell Research
24
Airbnb 4Q25: Business Update
The AI Risk, Growth Reaccelerates, AI Changes on the Horizon
Feb 14
•
Speedwell Research
12
Adobe Stock Breakdown (Five Minute Money)
Will AI Kill Adobe?
Feb 12
•
Speedwell Research
11
1
Ferrari Exploratory Report
Announcing our Ferrari Research Report!
Feb 10
•
Speedwell Research
14
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
Stock Coverage Selling Off... Opportunity?
Some of the largest drawdowns in history.
Jan 23
•
Speedwell Research
9
1
2
Coupang Expert Insight Interview (No Paywall)
Coupang Executive on Taiwan, growth opportunities, and risks
Jan 20
•
Speedwell Research
11
3
Uber Stock Breakdown (Five Minute Money)
Will AV kill Uber?
Jan 16
•
Speedwell Research
17
Coupang Expert Insight Interview (No Paywall)
Coupang Executive on Taiwan, growth opportunities, and risks
Jan 14
•
Speedwell Research
14
2
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