Speedwell Research

5.9K posts

Speedwell Research banner
Speedwell Research

Speedwell Research

@Speedwell_LLC

In-depth research on quality public companies 📖 Free content on Substack 🎧 Podcast: The Synopsis 👇 All Linked below 🔸— @DrewCohenMoney & @kevg1412

Katılım Eylül 2022
264 Takip Edilen11.8K Takipçiler
Speedwell Research
Speedwell Research@Speedwell_LLC·
The network effects of being on the Axon Network, where it is easy to share evidence with prosecutors and between departments, is a huge advantage that cannot be replicated without winning over each individual department. This is key because a case may be thrown out if it is found there was video evidence nearby (say from a different department) that was not submitted. Axon allows a user to easily see all evidence within an area, even if one device is from LAPD and the other is from the LA Sheriff, for instance (you may need separate permissions to view the videos, but knowing about them is key). $AXON
Speedwell Research tweet media
English
1
2
11
1.3K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Former Product Marketing Lead at $ADBE on why Canva has struggled to break through in enterprise "Canva's challenge has been to get beyond the one-off incremental usage into creative workflows, and particularly into the enterprise workflows. Where Adobe has been incredibly successful over the years is that as the de facto gold standard they are entrenched in the enterprise space."
Speedwell Research tweet media
English
1
2
18
3.1K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Former Director of Taiwan Expansion at $CPNG on Taiwan's competitive landscape
Speedwell Research tweet media
English
2
1
11
3K
Speedwell Research
Speedwell Research@Speedwell_LLC·
$CSU update will be released after the AGM Friday. But results looked fine. Revenue growth +20% FCFA2S (IRGA adjusted) +9% -- this can be impacted by a small degree from working captial items $800m capital deployed with about the same amount in commitments
Speedwell Research tweet media
English
2
2
38
4.1K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Former M&A director at $CSU on their preference for investment quality over business quality: "They would rather buy an average or poor-quality business, at a great price than buy a great business but pay over the top for it. They measure their success on internal rate of return. That doesn't necessarily correlate with quality. Investment quality is most important to them."
Speedwell Research tweet media
English
1
0
44
5K
AK
AK@EarningsB4Hugs·
Really enjoyed @realroseceline podcast with @Speedwell_LLC. I fully didn’t appreciate what a terrific long term thinker he is till I listened to it. Highly recommend. 10/10
English
2
0
13
1.7K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Former Product Marketing Lead at $ADBE on why they capitulated product design to $FIG "Adobe effectively has waved the white flag for that section or that specific capability and deferred to Figma."
Speedwell Research tweet media
English
3
0
24
5.9K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Constellation Software on taking partial equity stakes instead of outright acquistions: "So I think if we had the opportunity to invest a large amount of capital in a great business, over the long term, we are absolutely willing to do that irrespective of whether it's a 100% equity ownership or not. So I think we would be more than willing to follow along and do the same thing." - Jeff Bender, $CSU prior Harris CEO at the 2025 AGM
English
0
2
39
9.5K
Speedwell Research
Speedwell Research@Speedwell_LLC·
The more research an investor does, the easier it is to distill down the investment thesis into key assumptions, and have more confidence in those assumptions. This means they can have a lower informational content thesis with high conviction.
English
0
0
10
1.9K
Speedwell Research retweetledi
Drew Cohen
Drew Cohen@DrewCohenMoney·
Best two sentences in David Poppe's letter. It gets at the heart of the SaaS debate so cleanly.
Drew Cohen tweet media
English
15
6
124
18.9K
Speedwell Research
Speedwell Research@Speedwell_LLC·
Ferrari manages desirability by capping availability with a waitlist of about 20-24 months. Ferrari believes that this is the sweet spot between it being too long that clients move on and long enough that they keep desirability high by making it hard to get. $RACE
Speedwell Research tweet media
English
0
2
13
3.3K