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
Flooring, Digital Ads, and Unwanted Handmade Goods. Plus an Update on Speedwell.| www.speedwellmemos.com
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