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CoStar Group: 1Q25 Business Update
Reaccelerated Revenue Growth, But Elevated S&M Remains
2 hrs ago
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CoStar Group: 1Q25 Business Update
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April 2025
Evolution: 1Q25 Business Update
Stock tanked -18%: Revenue softness transitory or a thesis breaker?
15 hrs ago
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Evolution: 1Q25 Business Update
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Speedwell Research's News Update and Weekly Recap
Enablers vs Disruptors, Inverted Champagne Tower, Why Most Fail to Build a "SuperApp"
Apr 27
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Speedwell Research's News Update and Weekly Recap
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Speedwell Research's News Update and Weekly Recap
Luxury Wins (Again), Value Extraction Risks, Early Airbnb History, Being Beloved to Drive Customer Loyalty
Apr 20
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Speedwell Research's News Update and Weekly Recap
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Airbnb Business History
From Starving Artists to Multi-Billionaires Pioneering a New Industry
Apr 18
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Airbnb Business History
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Speedwell Research's News Update and Weekly Recap
Navigating The Tariff Storm, Built to Last, Execution Dance, RH's Mouse Trap, Seeking Risk Clarity
Apr 13
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Speedwell Research's News Update and Weekly Recap
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Speedwell Research's News Update and Weekly Recap
Confidence Trade-off, APi Global Parallels to Constellation Software, The Founder's Surplus, Horizontal vs Vertical Inventory, RH Update
Apr 6
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Speedwell Research's News Update and Weekly Recap
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RH: 4Q24 Business Update
-40% Stock Drop, Tariff Impacts, Debt Maturities Nearing, 7 Beautiful Gallery Launches, and Great Gary Friedman Quotes
Apr 4
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RH: 4Q24 Business Update
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March 2025
Speedwell Research's News Update and Weekly Recap
Right Tail Capital Interview, Borrowed Judgement, Why Decisions Clarify with Research, Copart (somehow) Increasing their Moat, CoStar CEO Plate Spinning
Mar 30
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Speedwell Research's News Update and Weekly Recap
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An Interview on Investing with Speedwell Research's Drew Cohen
Reproducing Drew's uneditied interview feature on Compounding Quality
Mar 28
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An Interview on Investing with Speedwell Research's Drew Cohen
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Speedwell Weekly Recap & Coverage News
New APi Group Report, Founders vs. Operators, where DFH copies CSU, Distinguishing Signal from Noise, The Privilege of the Long-Term Investor
Mar 23
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Speedwell Weekly Recap & Coverage News
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API Group Deep Dive
Announcing the release of our 61-page Extensive Research Report on APi Group
Mar 21
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API Group Deep Dive
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