Category: Newsfeed
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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…
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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…