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Airbnb: 2Q25 Business Update
Core Slows (Again)
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Speedwell Research
Axon: 2Q25 Business Update
Growing over 30%... What's Priced In?
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Speedwell Research
The Investor's Briefing #2
Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up
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Speedwell Research
4
Coupang: 2Q25 Business Update
Boosted Confidence in Taiwan, Growing Selection, and Execution
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Speedwell Research
The Investor's Briefing #1
Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
AppFolio: 2Q25 Business Update
Successfully Upselling, Leading in Innovation, Growth Reaccelerates
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Speedwell Research
Floor & Decor: 2Q25 Business Update
Taking Market Share, Positive Comps Revert Negative, $22mn Mature Stores
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Speedwell Research
APi Group: 2Q25 Business Update
Revenues Reaccelerate, Strong Organic Growth, 2028 Long-Term Targets
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Speedwell Research

July 2025

Meta: 2Q25 Business Update
Calculating Incremental ROIC from Capex, 5 Business Opportunities, AI Everywhere
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Speedwell Research
Speedwell Research's News Update and Weekly Recap
Evolution Dialogue, Exclusive CSU Head of M&A Interview, The Trust Differentiator, Copart's Integration Advantage
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Speedwell Research
4
Announcement: Expert Insight Interview (No Paywall)
Interviewing a former head of M&A at Constellation Software
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Speedwell Research
Speedwell Research's News Update and Weekly Recap
New EVO Update, Why Precision Medicine is Like Dating Apps, The Netflix Piton, ABNB Declaring War on Clones
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Speedwell Research
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