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This is Speedwell Research’s Substack where we share free content. Our main research product can be found at our website at SpeedwellResearch.com. To learn more about what content you can expect to receive, check our about page. We also have a Podcast, called The Synopsis, that you can subscribe to here (Apple, Spotify).
Speedwell Research produces comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company and goes into an incredible level of detail. To learn more about what you get with a Speedwell Membership, please visit our website.
Content Directory
Philosophy
Frameworks
The Consumer’s Hierarchy of Preferences
The Piton Network
Extensive Reports
Exploratory Reports
Memos On Business
If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
From Private to Public Markets: The Detrimental Impact of Investors’ Expectations
The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency
10 Lessons from Copart's 40 Years in Business: Learning from Willis Johnson & Jay Adair
Memos On Investing
Business History
Business Updates
(Paying Speedwell Members will find more updates on our main website)
Year-end Speedwell Review
Weekly Recaps
Edition #1: Dumb Decisions, Sell-side Gripes, Floors (& Decor), and Korea's Amazon
Edition #3: Mayonnaise Spreaders, RH's Playbook, Biased Photos, Gambling, and Nonsocial Commerce