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Speedwell Research Process & Philosophy
Why we created Speedwell Research—Buy-Side Research for the Buy-Side
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Speedwell Research
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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…
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Speedwell Research
RH 2Q23 Business Update
Arrogant Pricing, Biggest Transformation Yet, Driving Conversation, and 2016 Parallels
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Speedwell Research
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Accounting Insights: Alibaba, JD, and the $330bn Footnote
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The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum
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The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
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Meta Platforms Business History
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The Consumer's Hierarchy of Preferences: Assessing Retail Strategies with The Inventory Value Capture Index
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About Speedwell's New Podcast: The Synopsis
Hi all, As you might have noticed, Speedwell just launched a podcast 3 weeks ago called “The Synopsis”. We wanted to share a bit more with you on the…
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Speedwell Research
Speedwell Weekly Recap
Edition #8: New RH Podcast, Overlapping Circles, FND Reports, Magnetic Hurdle Rates, Meta Myths Dispelled
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Speedwell Research
RH: From Near Bankruptcy to Multi-Billion Dollar Luxury Retailer
Listen now (89 mins) | In this podcast on RH, Speedwell Research covers everything from Restoration Hardware’s beginnings as just a catalog in a…
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KG
Floor & Decor 2Q23 Earnings Recap
Speedwell Research: Business Updates
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Speedwell Research
2
Floor & Decor 2022 Earnings Recap
Speedwell Research: Business Updates Series
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Speedwell Research
Meta 2Q23 Earnings Recap
Speedwell Research: Business Updates Series
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Speedwell Research
Speedwell Weekly Recap
Edition #7: Announcing the new Speedwell Research Podcast, Selling Buildings, Conversion's the Wrong Metric, Balancing Experimentation and Focus, and…
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Speedwell Research
Speedwell Snippets
Speedwell Snippets
Comprehensive research on great public companies.

Speedwell Snippets

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