Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements
Sea Limited, Amazon, and in-depth accounting| www.speedwellmemos.com
Sea Limited, Amazon, and in-depth accounting| www.speedwellmemos.com
(Speedwell Members can download a PDF of this post here) 1Q25 Financials. Net revenues were +11% or +21% y/y on a FX-neutral basis. Gross profit margins improved y/y +217bps to 29.3%. In total gros…| Speedwell Research
Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here. This is a new c…| Speedwell Research
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
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
