(Speedwell Members can find a subscriber version of this post here.) 4Q24 Business Commentary. Coupang reported 4Q24, closing another year of strong growth and further entrenching their dominance a…| Speedwell Research
(Speedwell Members can download a PDF of this update here. Click twice if you aren’t logged in). Business Commentary. Dream Finders Homes reported 4Q24, closing another strong year. Whereas many wo…| Speedwell Research
(If you are a Speedwell Member, click here to get the full version of this post) 2Q25 (Calendar 4Q24) Business Commentary. Copart reported another strong quarter, showing progress on their internat…| Speedwell Research
4Q Business Commentary. Floor & Decor reported 4Q24 earnings and after an extreme after-hours move (+13%) it closed the following day +2%. Overall 4Q revenues grew +5.7% y/y and they opened 10 …| Speedwell Research
(If you are a Speedwell Member, click here to get the full version of this post) 4Q24 Update. PRM reported 4Q24 and the stock dropped 15% over the next couple days. While it is always hard to under…| Speedwell Research
4Q24 Update. CoStar Group grew +10% y/y, down slightly from last quarter’s growth rate of +11% y/y. This marks their 55th consecutive quarter of double digit revenue growth. This quarter was genera…| Speedwell Research
We are thrilled to announce the release of our podcast with Evolution’s Chief Product Officer Todd Haushalter. Find it on Apple, Spotify, or wherever else you listen to your podcasts. Listen on Spo…| Speedwell Research
4Q24 Update. (Speedwell member, please click here for a members version of this post.) Airbnb reported 4Q24 and the stock was up +15%. If you recall, over the past couple of quarters Brian Chesky a…| Speedwell Research
Intro. “When people compete, somebody loses. So go where you’re the only one. Do what only you can do. Run a race with yourself.” – Peter Thiel If you were taking a test and didn’t know the a…| Speedwell Research
Before we get to the update, we have a very exciting announcement! Evolution’s Todd Haushalter will be on The Synopsis Podcast! We are very excited to announce that Todd Haushalter will be fe…| Speedwell Research