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The Investor's Briefing

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