The Investor's Briefing #8
Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band| Speedwell Memos
Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band| Speedwell Memos
Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009| www.speedwellmemos.com
Reaccelerated Revenue Growth, But Elevated S&M Remains| www.speedwellmemos.com
Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations| Speedwell Memos
Stock +72% YTD, Platform Acquisition Ahead of Expectations, Normalized Fire Season Driving Strong Results| Speedwell Memos
Tariffs Struck Down (again), Fed Independence Threatened, Nvidia's Record $60bn Buyback| Speedwell Memos
Announcing the release of our 121-page Extensive Research Report on LVMH| www.speedwellmemos.com
Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze| Speedwell Memos
Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI| Speedwell Memos
Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up| www.speedwellmemos.com
Sea Limited, Amazon, and in-depth accounting| www.speedwellmemos.com
8x Earnings, Regions Run like Constellation Software's Business Units, Record Home Closings| www.speedwellmemos.com
Boosted Confidence in Taiwan, Growing Selection, and Execution| Speedwell Memos
Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates| Speedwell Memos
Successfully Upselling, Leading in Innovation, Growth Reaccelerates| Speedwell Memos
Taking Market Share, Positive Comps Revert Negative, $22mn Mature Stores| Speedwell Memos
Revenues Reaccelerate, Strong Organic Growth, 2028 Long-Term Targets| Speedwell Memos
Calculating Incremental ROIC from Capex, 5 Business Opportunities, AI Everywhere| Speedwell Memos
Evolution Dialogue, Exclusive CSU Head of M&A Interview, The Trust Differentiator, Copart's Integration Advantage| Speedwell Memos
Interviewing a former head of M&A at Constellation Software| www.speedwellmemos.com
"I am not satisfied"| www.speedwellmemos.com
Intrinsic Value vs Perceived Value, Why Enablers Are Attractive in Precision Medicine, How CoStar Navigated The GFC| www.speedwellmemos.com
Releasing Free Our First Exploratory Report| www.speedwellmemos.com
Research Report on a Fire Safety Solutions and Specialty Chemical Company| www.speedwellmemos.com
Strong Core Growth and Gaining Traction in Taiwan| www.speedwellmemos.com
Core Business Strong Enough to Launch Their Next Chapter| www.speedwellmemos.com
This is Speedwell Research’s Substack where we share free content.| www.speedwellmemos.com
From Starving Artists to Multi-Billionaires Pioneering a New Industry| www.speedwellmemos.com
Sell-off brings Valuation to 10x Earnings, First Acquistion Since Going Public, Following the Transdigm Model| www.speedwellmemos.com
The World's Greatest Plate Spinner| www.speedwellmemos.com
Growth Inflection Brings Confidence, but are Ambitions Stretching Too Far?| www.speedwellmemos.com
Competing vs. Creating. Not all problems have solutions. Preferences meet Pitons.| www.speedwellmemos.com
Comprehensive research on great public companies. Click to read Speedwell Memos, by Speedwell Research, a Substack publication with thousands of subscribers.| www.speedwellmemos.com
Flooring, Digital Ads, and Unwanted Handmade Goods. Plus an Update on Speedwell.| www.speedwellmemos.com
Inflections, Cyber-Attacks, RNG Surprises and Georgia Strike Impact| www.speedwellmemos.com
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
Assessing Risks to Google's Business Model and How AI Imapcts the Competitive Landscape| www.speedwellmemos.com
The Number of Investments in a Portfolio is Dictated by the Probability of Returns| www.speedwellmemos.com
This is Speedwell Research’s Substack where we share free content.| www.speedwellmemos.com
Speedwell Research: Business Philosophy Series| 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
Memos on Investing: Looking at Home Depot's 2003 store goals from an investor's perspective in 1999| www.speedwellmemos.com
What an Investor Could Have Learned From Wish's S-1| www.speedwellmemos.com
Retail Industry Issues, Estimating Demand, and Two Better Models| www.speedwellmemos.com
A case study on how to utilize financial disclosures to better understand a business| www.speedwellmemos.com
