Speedwell Memos

Speedwell Memos

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Memos on Investing

An Interview on Investing with Speedwell Research's Drew Cohen
Reproducing Drew's uneditied interview feature on Compounding Quality
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Speedwell Research
What is a Fair Investment Assumption?
Information Theory, Falsification, and why the Independent Investor has every advantage.
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Speedwell Research
Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
How to use a Reverse DCF
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Speedwell Research
What You Don’t Know About Sell-side Analyst Price Targets
Five Pernicious Influences to Price Targets
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Speedwell Research
The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification
The Number of Investments in a Portfolio is Dictated by the Probability of Returns
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Speedwell Research
Balancing Risk and Return: The Simple Statistics of Investing
What Buffett's Two Rules of Investing Mean in Probabilistic Terms
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Speedwell Research
Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding
Why you should fire your analyst who keeps calling everything "the Uber of _____"
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Speedwell Research
If You Don't Know What Game You're Playing, You've Already Lost
How Long-term Investors Lie to Themselves
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Speedwell Research
The Risk Circle: Deciding What Risks Matter and When
Solar Flares, Aswath Damodaran, 75bps 2022 Fed Funds, The Pentagon Papers, Buffett's Washington Post Investment
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Speedwell Research
How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity
Reading into Commentary from Warren Buffett and Charlie Munger on Hurdle Rates
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Speedwell Research
Priced to Outperform Perfection: The Home Depot Circa 1999
Memos on Investing: Looking at Home Depot's 2003 store goals from an investor's perspective in 1999
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Speedwell Research
Accounting Insights: Alibaba, JD, and the $330bn Footnote
A case study on how to utilize financial disclosures to better understand a business
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Speedwell Research
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