Category: Uncategorized
-
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…
-
What You Don’t Know About Sell-side Price Targets
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…
-
WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
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). An Alternate…