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The Investor's Briefing #17
Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
Nov 22
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Speedwell Research
12
The Investor's Briefing #16
CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
Nov 15
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Speedwell Research
10
1
1
The Investor's Briefing #15
Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
Nov 8
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Speedwell Research
11
2
The Investor's Briefing #14
AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter’s Runway
Nov 1
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Speedwell Research
8
1
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The Investor's Briefing #13
Evolution 3Q25, Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?
Oct 25
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Speedwell Research
9
2
The Investor's Briefing #12
TSMC Dismissed Bubble Fears, Why 2%?, Warehouse Market Turns, New CoStar Threat
Oct 18
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Speedwell Research
9
3
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The Investor's Briefing #11
Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones
Oct 11
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Speedwell Research
7
1
The Investor's Briefing #10
Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan
Oct 4
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Speedwell Research
13
2
The Investor's Briefing #9
Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
Sep 27
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Speedwell Research
9
1
The Investor's Briefing #8
Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band
Sep 20
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Speedwell Research
8
The Investor's Briefing #7
Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009
Sep 13
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Speedwell Research
14
2
The Investor's Briefing #6
Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations
Sep 6
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Speedwell Research
12
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