Category: Business Philosophy
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About Speedwell’s New Podcast: The Synopsis
Hi all, As you might have noticed, Speedwell just launched a podcast 3 weeks ago called “The Synopsis”. We wanted to share a bit more with you on the thinking behind it and what we hope is different. When we research a company, we read everything from their S-1 filing…
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Speedwell Research Process & Philosophy
Speedwell Philosophy PowerPoint presentations, heavy in graphics and light in text, make it easy to BS and seem knowledgeable without having much expertise. Steve Jobs opined, “I hate the way people use slide presentations instead of thinking”. Jeff Bezos would ban them from his boardroom in favor of written memos…
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The Consumer’s Hierarchy of Preferences: Two Ends of the Strategy Spectrum
“To not decide where to go, is to decide where to go.” Marshalls and Hermès At the extremes, there are two strategies in retail: 1) work hard to get people to spend a lot for your product so you can charge a high price, 2) work hard to get your product cost down so…
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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…