Category: Business Philosophy
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Minimum Viable Products versus Maximum Possible Products
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo that is available if you prefer listening to it. You can find it on our…
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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo that is available if you prefer listening to it. You can find it on our podcast feed here (Apple, Spotify).…
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What is a Great Business?
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo that is available if you prefer listening to it. You can find it on our podcast feed here (Apple, Spotify).…
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The Investment Matching Principle: How the Risk/Return Profile Connects to Diversification
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed…
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Balancing Risk and Return: The Simple Statistics of Investing
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed here (Apple, Spotify). If you…
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Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed…
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If the Model Don’t Work, Don’t Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed…
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If You Don’t Know What Game You’re Playing, You’ve Already Lost
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed here (Apple, Spotify). Intro. It…
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From Private to Public Markets: The Detrimental Impact of Investors’ Expectations
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed…
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Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. There is a podcast of this memo available if you prefer listening to it. You can find it on our podcast feed…