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Copart: 1Q26 Business Update (Calendar 3Q25)
Do Volume Slips Threaten Quality Compounder Status?
Nov 21
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Speedwell Research
18
Constellation Software: 3Q25 Update
AI Narrowing the Moat?
Nov 13
•
Speedwell Research
28
2
2
ABNB 3Q25 Business Update
New AI Chatbot Risk as Growth Reaccelerates
Nov 12
•
Speedwell Research
13
Axon: 3Q25 Business Update
Can they outexecute their valuation?
Nov 6
•
Speedwell Research
14
1
Floor & Decor: 3Q25 Business Update
Still Treading, but Reiterate Long-Term Vision, CEO Transition, Valuation Exhibits
Oct 31
•
Speedwell Research
8
Perimeter Solutions: 3Q25 Business Update
Deepening the Moat
Oct 30
•
Speedwell Research
13
Meta: 3Q25 Business Update
AI is Working.
Oct 30
•
Speedwell Research
10
1
Evolution: 3Q25 Business Update
Revenue Falls for the First Time Ever
Oct 24
•
Speedwell Research
16
1
RH: 2Q25 Business Update
Inflection just Around the Corner… (Again)
Sep 17
•
Speedwell Research
5
Perimeter Solutions: 2Q25 Business Update
Stock +72% YTD, Platform Acquisition Ahead of Expectations, Normalized Fire Season Driving Strong Results
Sep 4
•
Speedwell Research
12
Airbnb: 2Q25 Business Update
Core Slows (Again)
Aug 12
•
Speedwell Research
13
Axon: 2Q25 Business Update
Growing over 30%... What's Priced In?
Aug 11
•
Speedwell Research
7
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