(Speedwell Members please click here for the full post or here for the PDF). 2Q25 Earnings Update. Meta reported a very strong 2Q25 and the stock popped +10% after hours. Revenue reaccelerated +22%…| Speedwell Research
(Speedwell Members please click here for a members version of this post or here for a full PDF) Business Update and Commentary. Meta reported 1Q25 and the stock rose +6% the trading day after. All …| Speedwell Research
Flooring, Digital Ads, and Unwanted Handmade Goods. Plus an Update on Speedwell.| www.speedwellmemos.com
Founder of Zip2, PayPal, SpaceX, and Tesla with Founder of Future Ventures | Encore Award Conversation| aletteraday.substack.com
Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape| www.speedwellmemos.com
Apollo CEO & Cofounder | Jewish Enrichment Center Speech and Q&A| aletteraday.substack.com
Managing Director of University of Virginia Endowment (VC, Growth, HFs) | Origins Podcast about the LP and VC Ecosystem| aletteraday.substack.com
Vice Chairman of Berkshire Hathaway | Charlie Munger in Conversation with Todd Combs| aletteraday.substack.com
Partner at Benchmark and Partner at Coatue | The Investor Perspective: From Start to Scale| aletteraday.substack.com
Senior Partner at KPCB and GP at Bond Capital | Building the Foundation for Company Growth: Why Boards Matter| aletteraday.substack.com
Partner at Sequoia & Senior Advisor at Sequoia Heritage and Founding Partner of Visionaries Club | A Conversation with Sir Michael Moritz| aletteraday.substack.com
Founder of Raptor Group and Vice Chairman of Tudor Investment Corp | The Beautiful Game's Global Reach| aletteraday.substack.com
CEO, President, and Chairman of Tenneco | 1997 Shareholder Letter| aletteraday.substack.com
Co-head of Private Equity at Apollo and Partner & Chief Economist at Apollo | Private Equity Investing Amid Market Dislocation| aletteraday.substack.com
Senior Steward at Sequoia Capital & CFO of PayPal and Partner at Benchmark & Thrive Capital | Sequoia's YouTube Investment Memo and Miles' Note on Roelof's Memo| aletteraday.substack.com
Head of Production and Research Scientist at Renaissance Technologies and Founder of Differential Ventures | Discussing RenTec| aletteraday.substack.com
Founder of HotOrNot | Reinventing HotOrNot| aletteraday.substack.com
Founder of Investment Group of Santa Barbara | Why is English Important to Global Corporations?| aletteraday.substack.com
Benchmark Cofounder and General Partner | Kettering University Commencement Speech| aletteraday.substack.com
Co-head of Private Equity at Apollo and Cofounder of Protege Partners | Private Equity Deals with Capital Allocators Podcast Conversation| aletteraday.substack.com
Founder of WeChat and SEVP of Tencent | What is WeChat's Dream?| aletteraday.substack.com
Vice Chairman of Blackstone's Private Wealth Solutions group and Chief US Investment Strategist at Morgan Stanley | Lessons Learned in His First 80 Years| aletteraday.substack.com
