Nov 27, 2024
On this Dialogue episode we give an update on three of our companies: Axon, Constellation Software, and Dream Finders Homes. Plus a short tirade on the OTAs business model and companies that don't host quarterly earnings calls!
You can read the 3Q24 business update on all three companies here.
(The written update is...
Nov 21, 2024
In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he screens for companies, when to sell, and much more!
Find out more about Compounding Quality here and follow him on Twitter @QCompounding
The mentioned Speedwell memo on...
Nov 8, 2024
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith"
Memo Link:
Nov 5, 2024
On this Dialogue episode we talk about 3Q24 earnings for Floor & Decor, Meta, and Etsy.
You can read this entire 3Q24 earnings update for free here.
For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
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Link for Podcast Mentioned in the Show: "Dialogue. Meta,...
Oct 25, 2024
On this episode we talk about 3Q24 earnings for CoStar Group ($CSGP) and Evolution ($EVO).
The free versions of the earnings updates can be found here: CoStar Group, Evolution
For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
For both companies we have longer,...