Category: Newsfeed
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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…
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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…
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Constellation Software PM Summary
PM Summary: Our PM Summaries are designed to make our content more accessible to readers who have time constraints or want to get a sense of whether a business could be of interest to them before having to go through the full report. These PM Summaries are very high-level compared to…
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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…
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Constellation Software Deep Dive
Best business in the world? How about a provider of a service that absent of which the business stops functioning entirely and only charges a small fraction of the overall cost base for it? Add in that the service isn’t just mission critical, but usually customized on the client’s dollar with…