Category: Newsfeed
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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…
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The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
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).…
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Constellation Software Update Jan. 2024 (3Q23)
Last year we published a short Constellation update when they released their 2022 results. As it has now been a bit over a year since our original Extensive Research Report, we wanted to provide a more comprehensive of an update to our Constellation Software report. While we will update various numbers and provide some…
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Google Shut the Door on Competition, AI Swung it Back Open
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. This is paraphrased from the Graham & Dodd Annual Breakfast 2022 with guest speaker Todd Combs: “[Todd] Combs recalled the first question Charlie Munger ever asked him was what…
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The Risk Circle: Deciding What Risks Matter and When
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).…