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Recent posts

Important New Development

Launching a new stock breakdown and business newsletter

Dec 11, 2025 • Speedwell Research

The Investor's Briefing #17

Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Nov 22, 2025 • Speedwell Research

Copart: 1Q26 Business Update (Calendar 3Q25)

Do Volume Slips Threaten Quality Compounder Status?

Nov 21, 2025 • Speedwell Research

LVMH Expert Insight Interview (No Paywall)

Prada Board Member on the Luxury Industry

Nov 20, 2025 • Speedwell Research

Company Research Reports

Casey's Exploratory Report

Casey's Company Exploratory Research Report

Oct 15, 2025 • Speedwell Research

Announcing the release of our 121-page Extensive Research Report on LVMH

Aug 29, 2025 • Speedwell Research

AppFolio Deep Dive

Announcing the release of our 66-page Extensive Research Report on AppFolio

May 14, 2025 • Speedwell Research

API Group Deep Dive

Announcing the release of our 61-page Extensive Research Report on APi Group

Mar 21, 2025 • Speedwell Research

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.

Feb 8, 2025 • 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.

Nov 8, 2024 • Speedwell Research

Minimum Viable Products versus Maximum Possible Products

The Difference Between Learning and Proving

Oct 18, 2024 • Speedwell Research

What is a Great Business?

A Framework for Building a Deep Understanding of Business.

Jun 27, 2024 • Speedwell Research

Memos on Investing

An Interview on Investing with Speedwell Research's Drew Cohen

Reproducing Drew's uneditied interview feature on Compounding Quality

Mar 28, 2025 • Speedwell Research

What is a Fair Investment Assumption?

Information Theory, Falsification, and why the Independent Investor has every advantage.

Dec 13, 2024 • Speedwell Research

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

How to use a Reverse DCF

Oct 3, 2024 • Speedwell Research

What You Don’t Know About Sell-side Analyst Price Targets

Five Pernicious Influences to Price Targets

Aug 23, 2024 • Speedwell Research

Business Philosophy

Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness

Netflix's advantage in 2009, How Square beat Amazon, Why Ford needed a standalone EV Business, and where Gopuff beats DoorDash.

Feb 2, 2024 • Speedwell Research

The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

Business Philosophy Series

Dec 8, 2023 • Speedwell Research

The Consumer's Hierarchy of Preferences: Assessing Retail Strategies with The Inventory Value Capture Index

Speedwell Research: Business Philosophy Series

Mar 14, 2023 • Speedwell Research

The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum

Speedwell Research: Business Philosophy Series

Feb 5, 2023 • Speedwell Research

Business Updates

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

Business History

APi Group Business History

From a Small Plumbing Company to a Global B2B Service Provider

Nov 14, 2025 • Speedwell Research

Airbnb Business History

From Starving Artists to Multi-Billionaires Pioneering a New Industry

Apr 18, 2025 • Speedwell Research

CoStar Business History

Creating the Bloomberg Data Service of the Real Estate Industry

Mar 7, 2025 • Speedwell Research

Axon Business History

Turning a failed product into a multi-billion dollar industry.

Jan 17, 2025 • Speedwell Research

The Investor's Briefing

The Investor's Briefing #17

Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Nov 22, 2025 • Speedwell Research

The Investor's Briefing #16

CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior

Nov 15, 2025 • Speedwell Research

The Investor's Briefing #15

Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off

Nov 8, 2025 • Speedwell Research

The Investor's Briefing #14

AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter’s Runway

Nov 1, 2025 • Speedwell Research

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