
Speedwell Research
5.9K posts

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
Sabitlenmiş Tweet

Starting at GS research and migrating to the buy-side was a first hand experience in how lacking 3rd party research is.
Speedwell just released a short piece on how we differ.
speedwellsnippets.substack.com/p/speedwell-re…
English

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

English

This is a short primer on how to value any business at any stage in it's life (even pre-revenue or loss-generating)
Drew Cohen@DrewCohenMoney
English

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."

English


Quote by @AlphaSenseInc
Get a free-trial below
alpha-sense.com/speedwell/
English

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."

English

@EarningsB4Hugs @realroseceline Thanks, happy to hear that!
English

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

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
Speedwell Research retweetledi





