Perimeter Solutions 4Q24 Business Update
Sell-off brings Valuation to 10x Earnings, First Acquistion Since Going Public, Following the Transdigm Model| www.speedwellmemos.com
Sell-off brings Valuation to 10x Earnings, First Acquistion Since Going Public, Following the Transdigm Model| www.speedwellmemos.com
The World's Greatest Plate Spinner| www.speedwellmemos.com
Growth Inflection Brings Confidence, but are Ambitions Stretching Too Far?| www.speedwellmemos.com
Flooring, Digital Ads, and Unwanted Handmade Goods. Plus an Update on Speedwell.| 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
For our latest research report, we chose to cover Floor & Decor (FND, ~$8bn market cap). If you take Costco and mix it with Sherwin Williams and focus on just the hard surface flooring market, …| Speedwell Research
