Stock Coverage Selling Off... Opportunity?

Some of the largest drawdowns in history.

Welcome to Speedwell Memos. Our main website is SpeedwellResearch.com.

Many of the stocks in our coverage have had some of their largest drawdowns in history.

Constellation Software for instance is now down almost 50% from its price just last May!

That is significantly more than their largest prior draw down of 29%.

Many other names we cover also are well off their highs:

CoStar Group: -33%

Copart: -35%

Coupang: -36%

Dream Finders Homes: -38%

Floor & Decor: -43% (after rallying 25% in the past month)

Shift4: -47%

RH: -68% (from their 2021 highs)

Now we are not a stock picking service and do not give recommendations, but we know from history that the best time to own a stock is usually when it is down a lot and the original investment thesis is intact.

Instead of spending hundreds of hours researching these names yourself, if you become a Speedwell Research member today you will get access to our in-depth reports on all of these companies.

These are reports that the companies themselves have told us are among the most in-depth ever produced.

“I thought it was one of the most comprehensive reports written about our company, went all the way back to the very beginning, wrote about everything.”

- Gary Friedman, CEO of RH, 3Q24 Earnings Call

“I was in awe of your research. I am pretty sure you are in the top 3 world experts, including us who work here!”

–C-Suite Executive of a $20bn business

Plus you will also get access to the rest of our coverage, which includes companies like Airbnb, Axon, AppFolio, Meta, and LVMH.

Additionally, you will receive quarterly updates on all of our covered companies. That means with earnings starting next week, there will be over a dozen fresh updates sent to you.

Plus you will receive our newest research report on Ferrari when it is released next week!

We sell individual research reports for $500.

But with a membership you get ALL of our reports.

That is 16 Extensive Research Reports, worth $8,000!

Plus 4 shorter Exploratory Research Reports.

And over 60 business updates!

All for only $999 a year (or $83/ month).

Sign up today to lock in a membership at a fixed price for life.

No future price increases will impact your membership.

Please reach out at info@speedwellresearch.com if you need help getting your membership expensed. We also offer institutional memberships starting at $4,999.

Full Coverage:

PLUS, we add coverage of 4-6 new companies every year!

“How did you know so much about the company? You understood our company more than any of the investors we met on our IPO roadshow”

-CFO of $50bn company

“I’m a huge Speedwell fan. In my opinion, one of the absolute best in quality and depth.”

– Positive Sum VC, Head of Research