Speedwell Memos

Speedwell Memos

Home
Directory
The Synopsis Podcast
Archive
About

Business Updates

Coupang: 1Q25 Business Update
Strong Core Growth and Gaining Traction in Taiwan
 • 
Speedwell Research
2
Airbnb: 1Q25 Business Update
Core Business Strong Enough to Launch Their Next Chapter
 • 
Speedwell Research
Meta: 1Q25 Business Update
Running Capex at ~40% of revenues seemed to solve all their problems
 • 
Speedwell Research
CoStar Group: 1Q25 Business Update
Reaccelerated Revenue Growth, But Elevated S&M Remains
 • 
Speedwell Research
Evolution: 1Q25 Business Update
Stock tanked -18%: Revenue softness transitory or a thesis breaker?
 • 
Speedwell Research
RH: 4Q24 Business Update
-40% Stock Drop, Tariff Impacts, Debt Maturities Nearing, 7 Beautiful Gallery Launches, and Great Gary Friedman Quotes
 • 
Speedwell Research
Coupang 4Q24 Business Update
The "Amazon" of South Korea will now Change your Tires
 • 
Speedwell Research
Dream Finders Homes: 4Q24 Business Update
8x Earnings, Regions Run like Constellation Software's Business Units, Record Home Closings
 • 
Speedwell Research
Copart: 2Q25 Business Update (Calendar 4Q24)
The Unspoken Tailwind
 • 
Speedwell Research
Floor & Decor 4Q24 Business Update
Inflection Point or Confidence Slipping?
 • 
Speedwell Research
Perimeter Solutions 4Q24 Business Update
Sell-off brings Valuation to 10x Earnings, First Acquistion Since Going Public, Following the Transdigm Model
 • 
Speedwell Research
CoStar Group: 4Q24 Business Update
The World's Greatest Plate Spinner
 • 
Speedwell Research
© 2025 Speedwell Research
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture