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Speedwell Memos
Meta: 1Q25 Business Update
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Meta: 1Q25 Business Update
Speedwell Research
May 2
9
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Speedwell Memos
Meta: 1Q25 Business Update
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Running Capex at ~40% of revenues seemed to solve all their problems
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Meta: 1Q25 Business Update
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Running Capex at ~40% of revenues seemed to solve all their problems