Category: Reports
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Shift4 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. While nearly every…
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LVMH 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. $15 million and…
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AppFolio 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. Almost no successful…
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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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Coupang Deep Dive
It wasn’t born with 7-hour delivery, box-less returns, or 21 million active customers in a country of 22mn households. It started with impulsion, countdown clocks, and one of the most copied business models in VC history. In 2010, it seemed the future of the next Google or Amazon was clear:…
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Etsy Deep Dive
We just released our latest report on Etsy! Some background on it below. Robert Kalin felt there had been a multi-century war against the individual craftsman. The unrelenting drive of standardization and mass production kicked off by the industrial revolution centuries ago had driven consumers away from carefully crafted, unique…