Category: Newsfeed
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Meta 1Q25 Business Update: No Problems Here
(Speedwell Members please click here for a members version of this post or here for a full PDF) Business Update and Commentary. Meta reported 1Q25 and the stock rose +6% the trading day after. All aspects of the business seem to be humming along nicely. Revenues grew +16% y/y (+19%…
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CoStar Group 1Q25 Business Update: Reaccelerated Growth, But Elevated S&M Remains.
(Members can download a PDF of this post here) 1Q25 Business Update. CoStar reported 1Q25 and their stock dropped -10% the following day. What drove the large stock movement is a bit perplexing as they reaccelerated revenue growth from +10% y/y last Q to +12% y/y. One theory is that…
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Evolution 1Q25 Business Update: Revenue Softness Transitory?
(Speedwell Members please click here for a members version of this post). Evolution reported 1Q25 and the stock tanked -18% on the results. Revenue growth decelerated to just +4% y/y (constant currency +6% y/y), down from +12% y/y last quarter. While it is always hard to attribute a stock movement…
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Airbnb 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. This is an excerpt from our research report on Airbnb. If you prefer to listen to it, you can find a podcast reading…
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RH: 4Q25 Business Update
(If you are a Speedwell Member, click here to get the full version of this post) RH reported 4Q24 yesterday and today the stock is down -40%. This puts the stock’s YTD performance at -60%. While RH has always been a volatile stock, this movement is extreme. While attributing stock…
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An Interview on Investing with Speedwell’s Drew Cohen
Reproducing Drew’s uneditied interview feature on Compounding Quality 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 that is available if you prefer listening to it. You…
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APi Group Deep Dive
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. This is a new company report announcement. Members can access Speedwell’s Reports here. You can become a Speedwell Member here. A SPAC IPO,…
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CoStar Group 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…
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Coupang 4Q24 Business Update
(Speedwell Members can find a subscriber version of this post here.) 4Q24 Business Commentary. Coupang reported 4Q24, closing another year of strong growth and further entrenching their dominance as an ecommerce leader in South Korea. For 4Q24 CPNG grew revenues +21% y/y versus +25% y/y last Q (FXN). For the…
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Dream Finders Homes: 4Q24 Business Update
(Speedwell Members can download a PDF of this update here. Click twice if you aren’t logged in). Business Commentary. Dream Finders Homes reported 4Q24, closing another strong year. Whereas many would have thought high interest rates and inflation would weigh on the homebuilder, DFH’s results almost make an investor question…