Business Updates

Copart: 2Q26 Business Recap

Buying back stock for first time since 2019, Volumes Contract (Again),

Feb 21 • Speedwell Research

Airbnb 4Q25: Business Update

The AI Risk, Growth Reaccelerates, AI Changes on the Horizon

Feb 14 • Speedwell Research

Evolution: 4Q25 Business Update

The Slog Continues, 9.5x P/E Multiple

Feb 6 • Speedwell Research

Meta: 4Q25 Business Update

Is AI a Business Accelerator or Cash Incinerator?

Jan 29 • Speedwell Research

LVMH: 4Q25 Business Recap

2025 Profits Contract -9%

Jan 28 • Speedwell Research

RH: 3Q25 Business Recap

The risks are real... so is the opportunity

Dec 15, 2025 • Speedwell Research

Copart: 1Q26 Business Update (Calendar 3Q25)

Do Volume Slips Threaten Quality Compounder Status?

Nov 21, 2025 • Speedwell Research

Constellation Software: 3Q25 Update

AI Narrowing the Moat?

Nov 13, 2025 • Speedwell Research

ABNB 3Q25 Business Update

New AI Chatbot Risk as Growth Reaccelerates

Nov 12, 2025 • Speedwell Research

Axon: 3Q25 Business Update

Can they outexecute their valuation?

Nov 6, 2025 • Speedwell Research

Floor & Decor: 3Q25 Business Update

Still Treading, but Reiterate Long-Term Vision, CEO Transition, Valuation Exhibits

Oct 31, 2025 • Speedwell Research

Perimeter Solutions: 3Q25 Business Update

Deepening the Moat

Oct 30, 2025 • Speedwell Research

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