Sitemap - 2023 - Speedwell Memos
2023 Year-end Review: Highlights, Changes, and Business Thoughts
How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity
Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency
Walker & Dunlop Business History
The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space
Priced to Outperform Perfection: The Home Depot Circa 1999
Dream Finders Home Exploratory Report
Announcing New Membership Benefits
About Speedwell's New Podcast: The Synopsis
RH: From Near Bankruptcy to Multi-Billion Dollar Luxury Retailer
Floor & Decor 2Q23 Earnings Recap
Floor & Decor 2022 Earnings Recap
Meta Platforms: Competitive Dynamics, History, Business Analysis, and Investment Case.
Accounting Insights: Alibaba, JD, and the $330bn Footnote
Constellation Software 2022 Earnings Recap
Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements
How an Investor Can Evaluate Managers: The Gary Friedman Playbook
Meta Platforms Business History
The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum
Speedwell Research Process & Philosophy
[REPOST] The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop