May 8, 2025
In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below!
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For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports,...
May 1, 2025
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below!
CoStar Group 1Q25 Business Update
Evolution 1Q25 Business Update
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For full access to all of our updates and in-depth research reports,...
Apr 23, 2025
In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the...
Apr 18, 2025
In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! If you prefer to read instead of listen to the memo, you can find access to the article below.
Read the Excerpt here: https://www.speedwellmemos.com/p/airbnb-business-history
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*Become a Speedwell Member or Purchase the...
Apr 16, 2025
In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy!
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~Speedwell Mentioned Memos~