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Memos on Business

The Invisible Competitor: When Creating Value is Better than Fighting for It
Competing vs. Creating. Not all problems have solutions. Preferences meet Pitons.
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Speedwell Research
How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith
10 Lessons from our hundreds of hours of research on Axon.
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Speedwell Research
Minimum Viable Products versus Maximum Possible Products
The Difference Between Learning and Proving
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Speedwell Research
What is a Great Business?
A Framework for Building a Deep Understanding of Business.
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Speedwell Research
WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
Understanding Business Prerogatives as Seperate from The Consumer Value Prop
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Speedwell Research
If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
Retail Industry Issues, Estimating Demand, and Two Better Models
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Speedwell Research
From Private to Public Markets: The Detrimental Impact of Investors’ Expectations
How to Inoculate Your Business Against the Whims of the Crowd
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Speedwell Research
The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
What an Investor Could Have Learned From Wish's S-1
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Speedwell Research
Google Shut the Door on Competition, AI Swung it Back Open
Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape
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Speedwell Research
Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency
Clay Christensen, Ben Thompson, the iPhone, A&P, Bloomberg Terminals, Prime Air and AWS.
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Speedwell Research
How an Investor Can Evaluate Managers: The Gary Friedman Playbook
10 Lessons from RH's Gary Friedman
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Speedwell Research
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