Speedwell Research

Companies

Constellation Software

• Report
  • Full Report (HTML)
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet
  • PM Summary
  • 2022 Earnings Recap
  • Business History

Copart

• Report
  • Full Report (HTML)
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet
  • Business History

Etsy

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

Floor & Decor

• Report
  • Full Report (HTML)
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet
  • 2022 Earnings Recap
  • 2Q23 Earnings Recap
  • Business History

Meta Platforms

• Report
  • Full Report (HTML)
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet
  • PM Summary (PDF)
  • 2Q23 Earnings Recap
  • Business History

RH

• Report
  • Full Report (HTML)
  • Full Report (PDF)
• Other Resources
  • Excel Worksheet
  • PM Summary (PDF)
  • 2022 Earnings Recap
  • 2Q23 Business Update
  • Business History
  • How an Investor Can Evaluate Managers: The Gary Friedman Playbook

Walker & Dunlop

• Report
  • Full Report (HTML)
  • 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

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