Speedwell Research, LLC

The Synopsis

Join Speedwell Research as they explore public businesses each month, offering clear insights into industry-specific challenges and strategies for savvy investors.

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Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences

E94 • 20 mins • Jun 13, 2025

Recent Episodes

Jun 13, 2025

Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences

E94 • 20 mins

Jun 6, 2025

Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop

E93 • 22 mins

May 23, 2025

Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"

E92 • 45 mins

May 15, 2025

Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

E91 • 47 mins

May 8, 2025

Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A

E90 • 39 mins

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