Welcome to Speedwell Research
We focus on producing comprehensive research on great public companies to equip investors with a thorough understanding of the business. Our research covers individual businesses and goes into an incredible level of detail. Our investment analysis is not focused on quarterly trends, but rather distilling information down to make the big picture clear.
Speedwell is named for the ship that helped ferry passengers to the Mayflower, which is how we view our role: we want to help investors so they can take their own journeys.
Speedwell Jobs to be Done
You want to build an in-depth understanding of a company that will give you a foundational understanding of the business and industry in a couple hours.
Yes, our reports are long. However, if you are willing to give us the 2-4 hours it takes to read a report then you will have a very comprehensive understanding of the company. We have consistently heard that there is no better way to quickly understand a company.
You do not have the time to read all of the company’s documents, transcripts, and financials going back to the beginning of their founding.
We read every earnings transcript, conference transcript, and company document for you and distill down the key insights across time. Yes, it’s true that these are publicly accessible documents that anyone can freely download and read, however not all investors have the luxury of the time to do so. We read all historical documents and will write about something we think is key that may have happened 20 years ago.
You want to learn about certain elements relating to a company that are our deep research process uncovers that may not be widely known.
We not only read every company document, but also scavenge the internet and our networks for information. Our channel checks typically include current or past employees, managers, and customers. In the past we have run our own proprietary surveys when applicable. We also read deeply about not just competitors, but the history of companies in similar businesses. In the past we have been able to utilize competitors public financials to triangulate financial insights for our covered company (while the data isn’t proprietary, the amount of documents you need to go through typically means it is missed by most investors).
You want someone to point you to a quality company you hadn’t heard of or give you an understanding of a company that may allow you to change your opinion on it.
While we are not a stock picking service and do not give recommendations, we still intend to only look at high quality businesses. Our valuation analysis will help frame for the investor what the return profile could look like under varying circumstances so the investor can make their own judgement.
You want to learn in-depth about businesses.
All of our reports are written assuming zero prior knowledge of the company. Not only will you be more knowledgeable after reading each report, but you may learn business and investment lessons that you can generalize to your other investing endeavors. Many of our reports history sections are written like case studies with lessons that can be broadly applied.
You want an independent perspective.
We provide our own opinion on a company that isn’t influenced by consensus, the sell-side, or other investors. We start all of our research at the beginning of the company’s founding and come up with our own opinions from first principles. While we like to be aware of others thinking, our independent, research-oriented process helps us avoid group think.
See Companies for a list of companies we’ve covered, and Media for free resources: