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WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
Understanding Business Prerogatives Separate from The Consumer Value Prop
Apr 12
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Speedwell Research
8
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WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
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Evolution Business History
Speedwell Research: Business History
Apr 5
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Speedwell Research
8
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Evolution Business History
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March 2024
The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification
The Number of Investments in a Portfolio is Dictated by the Probability of Returns
Mar 29
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Speedwell Research
7
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The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification
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Balancing Risk and Return: The Simple Statistics of Investing
What Buffett's Two Rules of Investing Mean in Probabilistic Terms
Mar 22
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Speedwell Research
14
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Balancing Risk and Return: The Simple Statistics of Investing
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Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding
Why you should fire your analyst who keeps calling everything "the Uber of _____"
Mar 15
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Speedwell Research
15
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Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding
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3
Coupang Deep Dive
Announcing the Release of our Coupang Extensive Research Report
Mar 12
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Speedwell Research
5
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Coupang Deep Dive
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If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
Retail Industry Issues, Estimating Demand, and Two Better Models
Mar 8
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Speedwell Research
11
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If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
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Constellation Software Business History
Speedwell Research: Business History
Mar 1
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Speedwell Research
16
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Constellation Software Business History
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February 2024
If You Don't Know What Game You're Playing, You've Already Lost
How Long-term Investors Lie to Themselves
Feb 23
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Speedwell Research
14
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If You Don't Know What Game You're Playing, You've Already Lost
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From Private to Public Markets: The Detrimental Impact of Investors’ Expectations
How to Inoculate Your Business Against the Whims of the Crowd
Feb 16
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Speedwell Research
15
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From Private to Public Markets: The Detrimental Impact of Investors’ Expectations
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Etsy Business History
Speedwell Research: Business History
Feb 9
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Speedwell Research
14
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Etsy Business History
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Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
Netflix's advantage in 2009, How Square beat Amazon, Why Ford needed a standalone EV Business, and where Gopuff beats DoorDash.
Feb 2
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Speedwell Research
7
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Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness
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