Category: Newsfeed
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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
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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Axon Deep Dive
Members can access Speedwell’s Reports here. You can become a Speedwell Member here. For 40 years a great idea was a failed business. A weapon straight out of science fiction, the TASER was nothing more than a low production, rarely used police tool since its creation in 1974. It performed…
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Coupang 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…
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What is a Great Business?
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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CoStar 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. Members can access Speedwell’s Reports here. You can become a Speedwell Member here. What changes when one of the oldest industries—real estate—gets…
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META: 1Q24 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. 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). If you…
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Evolution: 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 (Apple, Spotify). We also…
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The Investment Matching Principle: How the Risk/Return Profile Connects to Diversification
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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Balancing Risk and Return: The Simple Statistics of Investing
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). If you…
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Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding
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…