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Recent posts

Coupang: 1Q25 Business Update

Strong Core Growth and Gaining Traction in Taiwan

May 8 •

Speedwell Research

Speedwell Research's News Update and Weekly Recap

4 Business Updates, Balancing Humility & Confidence, Meta's 5 Opportunities, What CoStar's 50% S&M spend implies for Mature Margins

May 4 •

Speedwell Research

Airbnb: 1Q25 Business Update

Core Business Strong Enough to Launch Their Next Chapter

May 3 •

Speedwell Research

Meta: 1Q25 Business Update

Running Capex at ~40% of revenues seemed to solve all their problems

May 2 •

Speedwell Research

Company Research Reports

AppFolio Deep Dive

Announcing the release of our 66-page Extensive Research Report on AppFolio

May 14 •

Speedwell Research

API Group Deep Dive

Announcing the release of our 61-page Extensive Research Report on APi Group

Mar 21 •

Speedwell Research

Airbnb Deep Dive

Announcing the release of our 108-page Extensive Research Report on Airbnb

Jan 2 •

Speedwell Research

Perimeter Solutions Exploratory Report

Research Report on a Fire Safety Solutions and Specialty Chemical Company

Oct 29, 2024 •

Speedwell Research

Memos on Business

The Invisible Competitor: When Creating Value is Better than Fighting for It

Competing vs. Creating. Not all problems have solutions. Preferences meet Pitons.

Feb 8 •

Speedwell Research

How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

10 Lessons from our hundreds of hours of research on Axon.

Nov 8, 2024 •

Speedwell Research

Minimum Viable Products versus Maximum Possible Products

The Difference Between Learning and Proving

Oct 18, 2024 •

Speedwell Research

What is a Great Business?

A Framework for Building a Deep Understanding of Business.

Jun 27, 2024 •

Speedwell Research

Memos on Investing

An Interview on Investing with Speedwell Research's Drew Cohen

Reproducing Drew's uneditied interview feature on Compounding Quality

Mar 28 •

Speedwell Research

What is a Fair Investment Assumption?

Information Theory, Falsification, and why the Independent Investor has every advantage.

Dec 13, 2024 •

Speedwell Research

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

How to use a Reverse DCF

Oct 3, 2024 •

Speedwell Research

What You Don’t Know About Sell-side Analyst Price Targets

Five Pernicious Influences to Price Targets

Aug 23, 2024 •

Speedwell Research

Business Philosophy

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, 2024 •

Speedwell Research

The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

Business Philosophy Series

Dec 8, 2023 •

Speedwell Research

The Consumer's Hierarchy of Preferences: Assessing Retail Strategies with The Inventory Value Capture Index

Speedwell Research: Business Philosophy Series

Mar 14, 2023 •

Speedwell Research

The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum

Speedwell Research: Business Philosophy Series

Feb 5, 2023 •

Speedwell Research

Business Updates

Business History

Weekly Recap

Speedwell Research's News Update and Weekly Recap

Airbnb Dialogue, 3 New Business Recaps, Coupang Business Update, and the Importance of Mature Margins

May 11 •

Speedwell Research

Speedwell Research's News Update and Weekly Recap

4 Business Updates, Balancing Humility & Confidence, Meta's 5 Opportunities, What CoStar's 50% S&M spend implies for Mature Margins

May 4 •

Speedwell Research

Speedwell Research's News Update and Weekly Recap

Enablers vs Disruptors, Inverted Champagne Tower, Why Most Fail to Build a "SuperApp"

Apr 27 •

Speedwell Research

Speedwell Research's News Update and Weekly Recap

Luxury Wins (Again), Value Extraction Risks, Early Airbnb History, Being Beloved to Drive Customer Loyalty

Apr 20 •

Speedwell Research

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