Speedwell Memos
SubstackArticles
96
Companies covered
27
Sectors
4
Countries
9
Research Articles
Coupang: 2Q26 Business Recap
Aug 5, 2026
Perimeter Solutions: 2Q26 Business Recap
Aug 5, 2026
Floor & Decor: 2Q26 Business Update
Aug 4, 2026
Meta: 2Q26 Business Update
Jul 31, 2026
Adobe Business History
Jun 25, 2026
Constellation Software: 1Q26 Business Recap
May 30, 2026
Adobe Deep Dive
May 26, 2026
Adobe Expert Insight Interview (No Paywall)
May 4, 2026
Meta: 1Q26 Business Update
Apr 30, 2026
Adobe Expert Insight Interview (No Paywall)
Apr 28, 2026
Copart: 2Q26 Business Recap
Feb 21, 2026
Airbnb 4Q25: Business Update
Feb 14, 2026
Adobe Stock Breakdown (Five Minute Money)
Feb 12, 2026
Ferrari Exploratory Report
Feb 10, 2026
Evolution: 4Q25 Business Update
Feb 6, 2026
Meta: 4Q25 Business Update
Jan 29, 2026
LVMH: 4Q25 Business Recap
Jan 28, 2026
Coupang Expert Insight Interview (No Paywall)
Jan 20, 2026
Uber Stock Breakdown (Five Minute Money)
Jan 16, 2026
Coupang Expert Insight Interview (No Paywall)
Jan 14, 2026
Shift4 Deep Dive
Jan 7, 2026
Copart: 1Q26 Business Update (Calendar 3Q25)
Nov 21, 2025
LVMH Expert Insight Interview (No Paywall)
Nov 20, 2025
APi Group Business History
Nov 14, 2025
Constellation Software: 3Q25 Update
Nov 13, 2025
Axon: 3Q25 Business Update
Nov 6, 2025
Floor & Decor: 3Q25 Business Update
Oct 31, 2025
Perimeter Solutions: 3Q25 Business Update
Oct 30, 2025
Meta: 3Q25 Business Update
Oct 30, 2025
Evolution: 3Q25 Business Update
Oct 24, 2025
Perimeter Solutions: 2Q25 Business Update
Sep 4, 2025
LVMH Deep Dive
Aug 29, 2025
Airbnb: 2Q25 Business Update
Aug 12, 2025
Axon: 2Q25 Business Update
Aug 11, 2025
Coupang: 2Q25 Business Update
Aug 7, 2025
Floor & Decor: 2Q25 Business Update
Aug 1, 2025
APi Group: 2Q25 Business Update
Aug 1, 2025
Meta: 2Q25 Business Update
Jul 31, 2025
Evolution: 2Q25 Business Update
Jul 18, 2025
Copart: 3Q25 Business Update (Calendar 1Q25)
May 24, 2025
Coupang: 1Q25 Business Update
May 8, 2025
Airbnb: 1Q25 Business Update
May 3, 2025
Meta: 1Q25 Business Update
May 2, 2025
Evolution: 1Q25 Business Update
Apr 30, 2025
Airbnb Business History
Apr 18, 2025
API Group Deep Dive
Mar 21, 2025
Coupang 4Q24 Business Update
Feb 28, 2025
Dream Finders Homes: 4Q24 Business Update
Feb 27, 2025
Copart: 2Q25 Business Update (Calendar 4Q24)
Feb 26, 2025
Floor & Decor 4Q24 Business Update
Feb 22, 2025
Perimeter Solutions 4Q24 Business Update
Feb 21, 2025
Airbnb: 4Q24 Business Update
Feb 17, 2025
Evolution: 4Q24 Business Update
Feb 5, 2025
Axon Business History
Jan 17, 2025
Airbnb Deep Dive
Jan 2, 2025
Copart Business Update 3Q24 (Fiscal 1Q25)
Nov 23, 2024
AXON, CSU, and DFH: 3Q24 Business Update
Nov 12, 2024
META, ETSY, and FND 3Q24 Business Update
Nov 1, 2024
Perimeter Solutions Exploratory Report
Oct 29, 2024
Axon Deep Dive
Sep 26, 2024
Coupang Business History
Aug 9, 2024
Porsche Exploratory Report
Jul 23, 2024
Meta 1Q24 Business Update
Apr 26, 2024
Evolution Business History
Apr 5, 2024
Coupang Deep Dive
Mar 12, 2024
Constellation Software Business History
Mar 1, 2024
Etsy Business History
Feb 9, 2024
Evolution Deep Dive
Dec 20, 2023
Copart Business History
Oct 21, 2023
Etsy Deep Dive
Sep 29, 2023
Floor & Decor 2Q23 Earnings Recap
Aug 4, 2023
Floor & Decor 2022 Earnings Recap
Aug 4, 2023
Meta 2Q23 Earnings Recap
Jul 27, 2023
Copart Deep Dive
May 22, 2023
Coupang 2022 Earnings Recap
Apr 29, 2023
Constellation Software 2022 Earnings Recap
Apr 15, 2023
Meta Platforms Business History
Feb 23, 2023
Meta Platforms Deep Dive
Jan 19, 2023
Floor & Decor Deep Dive
Nov 8, 2022
Constellation Software PM Summary
Oct 19, 2022
Constellation Software Introduction
Oct 14, 2022
Constellation Software Deep Dive
Oct 12, 2022
