Category: Newsfeed
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Evolution: Business History
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). We also…
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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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Coupang Deep Dive
It wasn’t born with 7-hour delivery, box-less returns, or 21 million active customers in a country of 22mn households. It started with impulsion, countdown clocks, and one of the most copied business models in VC history. In 2010, it seemed the future of the next Google or Amazon was clear:…
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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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Etsy Business History.
A podcast of this memo has been released if you prefer listening over reading. You can find it on our podcast feed here (Apple, Spotify). We have an 1 hour 30 minute Company Podcast just on Etsy! Listen here: Apple, Spotify. This is an excerpt from our Etsy Research Report.…
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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…