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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
How to use a Reverse DCF
Oct 3, 2024
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Speedwell Research
52
10
10
What is a Great Business?
A Framework for Building a Deep Understanding of Business.
Jun 27, 2024
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Speedwell Research
40
4
6
The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
What an Investor Could Have Learned From Wish's S-1
Jan 26, 2024
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Speedwell Research
29
4
4
Speedwell Research Process & Philosophy
Why we created Speedwell Research—Buy-Side Research for the Buy-Side
Feb 1, 2023
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Speedwell Research
39
8
1
Dream Finders Home Exploratory Report
Releasing Free Our First Exploratory Report
Nov 17, 2023
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Speedwell Research
25
2
4
What is a Fair Investment Assumption?
Information Theory, Falsification, and why the Independent Investor has every advantage.
Dec 13, 2024
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Speedwell Research
31
2
9
Evolution: 4Q24 Business Update
Smoke versus Signal
Feb 5
•
Speedwell Research
18
2
Constellation Software: 3Q25 Update
AI Narrowing the Moat?
Nov 13
•
Speedwell Research
28
2
2
Google Shut the Door on Competition, AI Swung it Back Open
Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape
Jan 12, 2024
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Speedwell Research
16
1
The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
Speedwell Research: Business Philosophy Series
Nov 18, 2022
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Speedwell Research
22
2
2024 Year-end Review: Gratitude and Struggles
An Update on the Speedwell Research Business
Dec 28, 2024
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Speedwell Research
24
7
1
What You Don’t Know About Sell-side Analyst Price Targets
Five Pernicious Influences to Price Targets
Aug 23, 2024
•
Speedwell Research
21
4
4
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