(Speedwell Members click here for a members version of this post here or download a PDF of it here) 1Q25 Financials. Net revenues were +11% or +21% y/y on a FX-neutral basis. Gross profit margins i…| Speedwell Research
Core Business Strong Enough to Launch Their Next Chapter| www.speedwellmemos.com
(Speedwell Members click here for a paid version of this post. You can also access a PDF of this post here). 1Q25 Business Update. Revenues grew +6% y/y (+8% ex-FX) in 1Q25. However, they noted tha…| Speedwell Research
From Starving Artists to Multi-Billionaires Pioneering a New Industry| www.speedwellmemos.com
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
Growth Inflection Brings Confidence, but are Ambitions Stretching Too Far?| www.speedwellmemos.com