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,...
Oct 22, 2024
In this investment focused interview, we talk with Twitter's Sidecar Investor on partnering with great managers, position sizing, sourcing ideas, "stable assumptions", and when to not trust an operator, among much more!
Find out more about Sidecar Investor here and follow him on Twitter @sidecarcap
The Mentioned Memo...
Oct 18, 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 "Minimum Viable Products versus Maximum Possible Products "
Memo Link: www.SpeedwellMemos.com/mvps-versus-mpps
Oct 16, 2024
On this episode we talk about a recent memo, Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
We cover what a Reverse DCF is, how do use one, common errors, and how an investor should conceptulize the outputs.
We hope you enjoy!
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For full access to all of our in-depth research...
Oct 9, 2024
In this wide spanning interview episode we talk with Biz Almanac's Andy on investment philosophy, the differences of Founder-led businesses, as well as many different companies he's written up on his Substack, including TerraVest, Alimentation Couche Tard, Burford, Progressive, TFI, Old Dominion, Spotify, Mercardo...