Category: Newsfeed
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The Invisible Competitor: When Creating Value is Better than Fighting for It
Intro. “When people compete, somebody loses. So go where you’re the only one. Do what only you can do. Run a race with yourself.” – Peter Thiel If you were taking a test and didn’t know the answer, you might cheat and look at how someone else was answering. However,…
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Evolution: 4Q24 Business Update
Before we get to the update, we have a very exciting announcement! Evolution’s Todd Haushalter will be on The Synopsis Podcast! We are very excited to announce that Todd Haushalter will be featured on our podcast next week! We are recording the episode Friday, so feel free to comment any…
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Axon 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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Airbnb 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. Airbnb was a…
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2024 Year-end Review: Gratitude and Struggles
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 our end of the year memo on the Speedwell Research business. *Please note: As a special thank you, at the end of this memo…
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What is a Fair Investment Assumption?
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 can find it on our podcast feed here (Apple, Spotify).…
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Copart Business Update 3Q24 (Fiscal 1Q25)
Welcome to Speedwell Research. This is a business update on a company we have previously written an in-depth research report on. To read the full research report become a member today. Members get access all of our research reports and all prior updates (most of which are paywalled). You can…
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AXON, CSU, and DFH: 3Q24 Business Update
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. We will provide an update on CSU and DFH through our podcast too. Follow our feed here (Apple, Spotify) Paying Speedwell Members…
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How Axon’s Founder Built a $35bn Business: 10 Lessons from Rick Smith
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 can find it on our podcast feed here (Apple, Spotify).…
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CPNG: 3Q24 Business Update
Coupang reported 3Q24 earnings and the stock fell -12% after the release. Revenue, excluding the FarFetch acquisition, was +25% on a FX-neutral basis. Comment: There are a lot of different revenue numbers floating around so let us add some context. While they disclose revenue impacts from FX and the FarFetch…