Competing vs. Creating. Not all problems have solutions. Preferences meet Pitons.| www.speedwellmemos.com
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
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. There is…| Speedwell Research
The Difference Between Learning and Proving| www.speedwellmemos.com
How to use a Reverse DCF| www.speedwellmemos.com
Five Pernicious Influences to Price Targets| www.speedwellmemos.com
Business Philosophy Series| www.speedwellmemos.com
The Number of Investments in a Portfolio is Dictated by the Probability of Returns| 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