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Speedwell Memos

Speedwell Research

Comprehensive research on great public companies.

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Substack
PricingOnly free issuesPublishesWeekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here.

12 days ago
5
0

CPNG: 3Q24 Business Update

Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here.

14 days ago
6
0

META, ETSY, and FND 3Q24 Business Update

Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here.

20 days ago
8
0

Perimeter Solutions Exploratory Report

Welcome to Speedwell Research’s Newsletter. We write about business and investing. Our paid research product can be found at SpeedwellResearch.com. You can learn more about us here.

22 days ago
11
0

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