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Speedwell Research Process & Philosophy
Why we created Speedwell Research—Buy-Side Research for the Buy-Side
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Accounting Insights: Alibaba, JD, and the $330bn Footnote
A case study on how to utilize financial disclosures to better understand a business
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Speedwell Research
Copart Deep Dive
Junkyards, wrecked cars, a duopoly, 30% operating margins, and two self-made billionaires: this is the story of Copart. From a single salvage yard in…
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Speedwell Research
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Meta Platforms Business History
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The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum
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Accounting Insights: Alibaba, JD, and the $330bn Footnote
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The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
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The Consumer's Hierarchy of Preferences: Assessing Retail Strategies with The Inventory Value Capture Index
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Speedwell Weekly Recap
Edition #5: Never say brand, Lindy's not entropic, NASCAR, Google circa 2012, and Competition for capital
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Speedwell Research
Coupang 2022 Earnings Recap
Speedwell Research: Business Updates Series
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Speedwell Research
RH 2022 Earnings Recap
Speedwell Research: Business Updates Series
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Speedwell Research
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Constellation Software 2022 Earnings Recap
Speedwell Research: Business Updates Series
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Speedwell Research
Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements
Speedwell Research: Investor Education Series
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Speedwell Research
1
Speedwell Weekly Recap
Edition #4: Junkyard MBA, Raising at the Bottom, Reliability as CAC, Apple squatting on Google, and Expensing a Dollar
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Speedwell Research
RH Deep Dive
From a money-losing retail mall concept that sold gimmicky mayonnaise spreaders, garden gnomes, and nostalgic snack foods to elaborate six-floor luxury…
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Speedwell Research
Speedwell Snippets
Speedwell Snippets
Comprehensive research on great public companies.

Speedwell Snippets

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