Join Speedwell Research as they explore public businesses each month, offering clear insights into industry-specific challenges and strategies for savvy investors.
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
E91 • 47 mins • May 15, 2025
Charts
- 175Increased by 0
- 186NEW
- 182Decreased by 10
- 142NEW
- 186Decreased by 72
Recent Episodes

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
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May 1, 2025
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
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Apr 23, 2025
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E88 • 77 mins

Apr 18, 2025
Article. Airbnb Business History
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