Companies

Airbnb

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 4Q24 Business Update
  • 1Q25 Business Update
  • 2Q25 Business Update
  • 3Q25 Business Update
  • 4Q25 Business Update

APi Group

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 1Q25 Business Recap
  • 2Q25 Business Update

AppFolio

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 2Q25 Business Update
  • 3Q25 Business Recap
  • 4Q25 Business Update

Axon

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q24 Business Update
  • 2Q25 Business Update
  • 3Q25 Business Update

Casey’s

• Report
  • Exploratory Research Report (PDF)

Constellation Software

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • Business Update (3Q23)
  • 2022 Earnings Recap
  • Business History
  • 3Q24 Business Update
  • 1Q25 Business Recap
  • 2Q25 Business Recap
  • 3Q25 Business Recap

Copart

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
  • Business History
• Updates
  • Fiscal 1Q25 (Calendar 3Q24) Business Update
  • Fiscal 2Q25 (Calendar 4Q24) Business Update
  • Fiscal 3Q25 (Calendar 1Q25) Business Update
  • Fiscal 4Q25 (Calendar 2Q25) Business Recap
  • Fiscal 1Q26 (Calendar 3Q25) Business Update

CoStar Group

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q24 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Update
  • 2Q25 Business Recap

Coupang

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q24 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Update
  • 2Q25 Business Update

Dream Finders Homes

• Report
  • Exploratory Report (PDF)
• Updates
  • 3Q24 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Recap
  • 2Q25 Business Recap

Etsy

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q24 Business Update

Evolution

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q24 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Update
  • 2Q25 Business Update
  • 3Q25 Business Update
  • 4Q25 Business Update

Ferrari

• Report
  • Exploratory Research Report (PDF)

Floor & Decor

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
  • Business History
• Updates
  • 2022 Business Update
  • 2Q23 Business Update
  • 3Q24 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Recap
  • 2Q25 Business Update
  • 3Q25 Business Update

LVMH

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
• Updates
  • 3Q25 Business Recap
  • 4Q25 Business Recap

Meta Platforms

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
  • Business History
• Updates
  • 2Q23 Business Update
  • 1Q24 Business Update
  • 3Q24 Business Update
  • 1Q25 Business Update
  • 2Q25 Business Update
  • 3Q25 Business Update
  • 4Q25 Business Update

Perimeter Solutions

• Exploratory Report (PDF)
• Updates
  • 4Q24 Business Update
  • 2Q25 Business Update
  • 3Q25 Business Update

Porsche AG

• Exploratory Report

RH

• Report
  • Extensive Research Report (PDF)
• Other Resources
  • Excel Worksheet
  • Business History
  • How an Investor Can Evaluate Managers: The Gary Friedman Playbook
• Updates
  • 2022 Business Update
  • 2Q23 Business Update
  • 4Q24 Business Update
  • 1Q25 Business Recap
  • 2Q25 Business Update
  • 3Q25 Business Recap

Shift4

• Report
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet

Walker & Dunlop

• Report
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet

Philosophy, Frameworks, and Accounting

Philosophy

• Speedwell Research Process and Philosophy
• About Speedwell’s New Podcast: The Synopsis

Frameworks

• The Consumer’s Hierarchy of Preferences
  • Part 1: The Other Side of the Consumer Value Prop
  • Part 2: Two Ends of the Strategy Spectrum
  • Part 3: Assessing Retail Strategies with The Inventory Value Capture Index

Accounting

• Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements
• Accounting Insights: Alibaba, JD, and the $330bn Footnote

*All Members and Members Plus subscribers have access to the entire archive of KG’s previous project DJY Research. Click here for access.