Home

Welcome to Speedwell Research!

We focus on producing comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company 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.  

Check out our current reports on the Companies page or drop your email below to get notified when we have new posts! 


Newsfeed

The Consumer’s Hierarchy of Preferences: The Other Side of the Consumer Value Prop

“Clarity of thought is only made possible by clarity of language. Lacking the latter, the former will forever remain out of reach.” We are all familiar with the idea that companies have different and specific value propositions (or “value prop” for short). The value prop is what a company offers a customer. At a high …

Floor & Decor Business History

This is an excerpt from our second Speedwell Research piece, which goes over Floor & Decor’s early history. It is just the beginning (<2 pages) of our ~14k word deep dive (50+ pages). We hope you enjoy it! Please email us at info@speedwellresearch.com for any questions, concerns, or comments. See our full disclaimer on our website. Business History. Floor …

Floor & Decor Deep Dive

For our latest research report, we chose to cover Floor & Decor (FND, ~$8bn market cap). If you take Costco and mix it with Sherwin Williams and focus on just the hard surface flooring market, then Floor & Decor (one of Berkshire’s more unmentioned stakes) is what you’d get.  Floor & Decor is a fast-growing …

Constellation Software Business History

This is an excerpt from our first Speedwell Research piece, which goes over Constellation Software’s early history. It is just the beginning (<2 pages) of our 12k+ word deep dive (40+ pages). We hope you enjoy it! Please email us at info@speedwellresearch.com for any questions, concerns, or comments. See our full disclaimer on our website. Introduction. Founding History. An …