Best business in the world? How about a provider of a service that absent of which the business stops functioning entirely and only charges a small fraction of the overall cost base for it? Add in …| Speedwell Research
Five Pernicious Influences to Price Targets| www.speedwellmemos.com
Business Philosophy Series| www.speedwellmemos.com
Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape| www.speedwellmemos.com
The Number of Investments in a Portfolio is Dictated by the Probability of Returns| www.speedwellmemos.com
Speedwell Research: Business Philosophy Series| www.speedwellmemos.com
Netflix's advantage in 2009, How Square beat Amazon, Why Ford needed a standalone EV Business, and where Gopuff beats DoorDash.| www.speedwellmemos.com
Memos on Investing: Looking at Home Depot's 2003 store goals from an investor's perspective in 1999| www.speedwellmemos.com
What an Investor Could Have Learned From Wish's S-1| www.speedwellmemos.com
Retail Industry Issues, Estimating Demand, and Two Better Models| www.speedwellmemos.com
It wasn’t born with 7-hour delivery, box-less returns, or 21 million active customers in a country of 22mn households. It started with impulsion, countdown clocks, and one of the most copied busine…| Speedwell Research
A case study on how to utilize financial disclosures to better understand a business| www.speedwellmemos.com
Podcast · Speedwell Research, LLC · Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and a...| Spotify
Investing Podcast · 67 Episodes · Updated Weekly| Apple Podcasts
SubscriptionsSingle ReportsInstitutions Newsletter FREE Business Histories Frameworks The Synopsis Podcast Ad-hoc Company Updates 4+ New Extensive Research Reports/year 4+ New Exploratory Research …| Speedwell Research