Speedwell Weekly Recap

Edition #5: Never say brand, Lindy's not entropic, NASCAR, Google circa 2012, and Competition for capital

This is a series where we compile some of the best content we put out each week. You can expect to get a mix of interesting and insightful takeaways on various businesses and investing! Follow us at @speedwell_llc and @kevg1412 for more timely updates!

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Speedwell Research Universe

Copart (Coming Soon)

RH

META

CSU

General

Accounting

Big Tech

Musings

History

Links of Note

• Frederic Arnault on Tag Heur

• Brett Bivens on Spotify

• Jason Kilar on Hulu and the future of TV

• Jon Pollock on Elliot

• Don Valentine on “real VCs”

• Brad Jacobs on Express-1 Acquisition

• Paul Buchheit and Jessica Livingston & Carolynn Levy

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Thanks for reading this week’s roundup! If you have any questions or suggestions on what you’d like to see more of, please reach out!