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@Speedwell_LLC Speedwell Research

Speedwell Research posts on X about $csu, wechat, $csgp, $spot the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +16%
X Month XXXXXXX -XX%
X Months XXXXXXXXX +30%
X Year XXXXXXXXX +294%

Mentions: XX #

X Week XX -XXXX%
X Month XXX -XXXX%
X Months XXX +193%
X Year XXX +308%

Followers: XXXXX #

X Week XXXXX +0.38%
X Month XXXXX +2%
X Months XXXXX +26%
X Year XXXXX +71%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXX% technology brands XXXX% finance XXXX% social networks XXXX% countries XXXX% luxury brands XXXX% fashion brands XXXX% cryptocurrencies XXXX%

Social topic influence $csu #2, wechat #295, $csgp #3, $spot 1.27%, $cpng #29, meituan #21, $axon #14, $rh #2, $meta #68, meta XXXX%

Top accounts mentioned or mentioned by @themattharbaugh @joinyellowbrick @chitchatstocks @pandawatch88 @bizalmanac @tihobrkan @valuepraya @kb_india_bglr @grok @louissalemy @dd17capital @wolfofharcourt @giganticbananas @catnyanpital @sleepwellcap @nordicsmallcaps @alphasenseinc @chiekoboom @libertyrpf @invest091

Top assets mentioned CoStar Group, Inc. (CSGP) Spotify Technology (SPOT) Coupang, Inc. (CPNG) Axon Enterprise, Inc. (AXON) RH (RH) Metadium (META) Copart, Inc. (CPRT) Airbnb Inc (ABNB) Casey's General Stores, Inc. (CASY) TransDigm Group, Inc. (TDG) Wall Street Memes (WSM) Amazon.com, Inc. (AMZN) NVR, Inc. (NVR) Old Dominion Freight Line Inc (ODFL) Apple, Inc. (AAPL) Ritchie Bros. Auctioneers Incorporated (RBA) Goldman Sachs (GS) NVIDIA Corp. (NVDA) Intel Corporation (INTC) Factset Research Systems, Inc. (FDS) CarMax, Inc (KMX) Berkshire Hathaway Inc. (BRK.A)

Top Social Posts #

Top posts by engagements in the last XX hours

"From this interview episode here 👇 Spotify: Apple:"
X Link @Speedwell_LLC 2025-10-09T13:12Z 9677 followers, 1240 engagements

"Former head of retail strategy at $CPNG on how their focus on customer experience is a differientiator in Taiwan: "I think Coupang's position is always about customer experience being such an important factor. I think that is a very clear distinctive differtiated experience verus the other player.""
X Link @Speedwell_LLC 2025-10-03T00:12Z 9688 followers, 3246 engagements

"We dive deeper into SuperApps in this memo here 👇"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9686 followers, XXX engagements

""70% of entreprenuers who sold their business to $CSU have stayed with $CSU beyond their earn-out period. This creates an in-house network of software experts around the world.""
X Link @Speedwell_LLC 2025-10-12T00:12Z 9686 followers, 3552 engagements

"Brian Chesky on Airbnb's X priorities X. Take $ABNB from a pre-AI app to the first truly native AI app X. Shift $ABNB from a marketplace to a global community X. Become an entire travel ecosystem"
X Link @Speedwell_LLC 2025-10-09T23:18Z 9688 followers, 33.7K engagements

"$CSU M&A director on the difference between private equity and $CSU"
X Link @Speedwell_LLC 2025-10-01T23:18Z 9677 followers, 2458 engagements

"This higher margin but infrequent hotel booking service paired well with their high frequency but low margin food delivery. Putting these together meant better retention for a hotel booking service and better profitability for a food delivery service. Every service coupled together made the other stronger"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XX engagements

"SuperApps are the biggest missed opportunity in mobile. Instead of downloading XX different apps you have one app that does it all. China's WeChat has X MILLION mini programs within the app. Most companies have failed to follow. Here's the secret behind the SuperApp:"
X Link @Speedwell_LLC 2025-10-07T12:12Z 9688 followers, 2326 engagements

"Former sales director at $CSGP on renewal rates and pricing for BizBuySell: "When it came to subscription productions we had a very high renewal rate and it was because customers realized they couldn't go somewhere else. They wouldn't get the same level of results meaning visibility traffic and leads. When it came time to raise prices and renew contracts subscription customers like business brokers tended to renew at a very high rate. Although they did it somewhat begrudgingly because they didn't have a lot of other options.""
X Link @Speedwell_LLC 2025-08-25T17:42Z 9687 followers, 2975 engagements

"But the key is to start small build trust and then expand. WeChat was just a messaging app before it introduced payments. Meituan focused only on food delivery before expanding to travel. They built a strong base of user engagementand then expanded. The key takeaway"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XXX engagements

"In our 36-page exploratory report on $CASY we break down: - Casey's business model - How its food service model drives higher margins - Industry dynamics - Competition with Circle K 7/11 Wawa Sheetz Murphy's - Capital allocation - Valuation - Key risks and more"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"If you could ask a head of M&A at $CSU anything what would it be Well we had the chance to do just that In this interview we sat down with a head of M&A at $CSU to talk about. 🔹Copy cats 🔹Style drift and 🔹Organic growth Listen below 👇"
X Link @Speedwell_LLC 2025-09-25T17:42Z 9677 followers, 13.5K engagements

"Former $AXON executive on the future of drones: "I truly believe that one day every law enforcement officer will be equipped with some form of drone. I really think drones are going to be the next phase in the evolution of surveillance when it comes to body cameras.""
X Link @Speedwell_LLC 2025-10-14T13:57Z 9688 followers, 3479 engagements

"All of the reasons not to do M&A as summarized by TransDigm $TDG"
X Link @Speedwell_LLC 2025-09-27T17:42Z 9688 followers, 10.8K engagements

"Stop wasting time on filings and transcripts We break down companies like $CSU $RH and $META with deep time-saving reports trusted by serious investors. Buy-side research built for the buy-side See the difference"
X Link @Speedwell_LLC 2025-10-11T11:30Z 9683 followers, 1045 engagements

"Most people think it's about cramming in every feature imaginable. But it's not. It's about serving customer needs. And the more frictionless and interconnected the experience the easier it is to build adoption for a new service. This is key as it means lower customer acquistion costs. The more services mean more lifetime revenue per user. The higher app usage means better customer retention"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XX engagements

"10/ The other XX% of the business Mot Veuve Clicquot Dom Perignon Hennessy Sephoraa top beauty and cosmetic retailer Tiffanys Bulgari TAG Heuer In total they have over XX Maisons The question still lingers though what are investors worried about"
X Link @Speedwell_LLC 2025-09-18T18:50Z 9686 followers, XXX engagements

"When you reach real scale thoughlike WeChatthen just by virtue of you housing another service you are adding value to users because they can use that service with preloaded info and on a platform they trust. Do not build a SuperApp because you think it will fix your broken business model. Build it because it is what the consumer wants"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9685 followers, XXX engagements

"$WSM retail director on $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses.""
X Link @Speedwell_LLC 2025-10-03T23:18Z 9686 followers, 3498 engagements

"WeChat and Meituan are the blueprint for SuperApps. They're among the most valuable apps on the planet. But what makes these SuperApps successful while others fall flat Here's the breakdown"
X Link @Speedwell_LLC 2025-10-07T12:12Z 9688 followers, XXX engagements

"🔹New Investor's Briefing Released In this briefing we cover: - $META paranoid "Vibe" - $CPNG drive to win Taiwan - Why AI could mean the end of the marketplace model Read or listen below 👇"
X Link @Speedwell_LLC 2025-10-04T12:12Z 9680 followers, 11.5K engagements

"Meituan was early to food delivery but more importantly added other local business services on an easy to use platform and reviews which helped users find and transact with local businesses. It wasn't just that they had the services it was that they had them at a time no one else really didand integrated them in a seamless UI. The more services they added the harder it was for a competitor to displace them"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XX engagements

"Caseys went public in 1983 at $15/share raising $42mn. In 1985 they launched made-from-scratch pizza still their defining product. Expansion followed reaching 1000 stores by 1996 and X states by 2000"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"From this episode here 👇 Spotify: Apple:"
X Link @Speedwell_LLC 2025-10-07T00:18Z 9680 followers, 1808 engagements

"$CPNG is quickly seeing product market fit in Taiwan in contrast to their entry into Japan. In 2Q they experienced +54% q/q growth almost twice the run-rate at the end of 2024. Y/y growth was triple digits and they expect it to accelerate in 3Q"
X Link @Speedwell_LLC 2025-09-10T16:48Z 9683 followers, 5700 engagements

"In 2019 Darren Rebelez became CEO. He accelerated digital ordering delivery and a new loyalty program. When the pandemic hit in 2020 these investments proved critical. Despite fuel volatility operating profits grew to $450mn aided by the $580mn Buckys acquisition"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"Special thanks to @AlphaSenseInc for putting this together Spotify: Apple:"
X Link @Speedwell_LLC 2025-09-25T17:42Z 9677 followers, 1047 engagements

"Think of it as building an ecosystem that people cant function withoutnot just a collection of features. WeChat and Meituan nailed it because they built something that served a need. WeChat had an easy to use messaging app that didn't charge per text message (as was common back then)"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XX engagements

"In this video: X Why Facebook succeeded where others failed X What $AMZN did better than anyone X $CPNG the King of _____ 4Homebuilder $NVR has no advantages 5Where $ODFL differentiates in trucking X $CSU has no real moats Watch 👇"
X Link @Speedwell_LLC 2025-09-10T22:40Z 9680 followers, 9916 engagements

"$LVMH just reported earnings and the stock is up +8% Learn more about the business with our 1-pager Get it for free below 👇"
X Link @Speedwell_LLC 2025-10-14T18:48Z 9688 followers, 4887 engagements

"$AXON to acquire AI XXX call center firm Prepared for at least $800mn $AXON -XX% today"
X Link @Speedwell_LLC 2025-09-24T23:18Z 9687 followers, 23.2K engagements

"And then theres WeChat Pay. By 2018 WeChat had over a billion active users They could pay bills send money even buy groceries all from one app. They went from adding features to building an entire economy inside WeChat. Now lets talk about Meituan"
X Link @Speedwell_LLC 2025-10-07T12:12Z 9686 followers, XXX engagements

"Former Director of CoStar on the mission-critical need of $CSGP "CoStar is the Bloomberg Terminal for commercial real estate. The entire commercial real estate timeline sees CoStar as mission critical until if when something can possibly do the all in one as well as it does.""
X Link @Speedwell_LLC 2025-09-18T11:18Z 9686 followers, 3756 engagements

"Former director at $CSGP on differentiation "The thing that makes them so different than everyone else is that it is a very highly manual high-touch process for collecting and updating the data. To have AI replicate that they may in some years be able to replicate pieces of it but the way that they have it structured today really does create a barrier to entry for others.""
X Link @Speedwell_LLC 2025-10-07T17:42Z 9685 followers, 2938 engagements

"Resilience became their hallmark. During the 200809 financial crisis while most struggled Caseys model of small town focus held strong. Same-store sales rose +6.7% and margins improved. Serving locals not just transient highway traffic gave them stability"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"Former director at $CPNG on Coupang's Taiwan bet: "If they can mimic the same success they did in Korea which I think they will they will probably generate about the same amount of revenue from Korea probably more because we already have all those developed.""
X Link @Speedwell_LLC 2025-09-28T00:12Z 9680 followers, 4488 engagements

"$CSU M&A director on their advantage over copycats when a manager leaves"
X Link @Speedwell_LLC 2025-10-02T17:42Z 9677 followers, 2870 engagements

"Head of M&A at $CSU on pricing power"
X Link @Speedwell_LLC 2025-10-09T12:12Z 9676 followers, 2655 engagements

"New Exploratory Research Report Released 🔷🔷🔷 From a $40k down payment on X gas stations in rural Iowa to a beloved Midwest institution with 3000 stores $16bn in revenue and America's 5th-largest pizza chain. This is the story of Caseys. 🧵👇"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, 11.7K engagements

"🔹New Investor's Briefing Released🔹 In this briefing we cover: - $AAPL shifts focus - Trade war reignited - $AXON deep integration and drones Read or listen below 👇"
X Link @Speedwell_LLC 2025-10-11T12:12Z 9685 followers, 6118 engagements

"WeChat Pay was a later feature addition but it became a necessity because QR code payments made everyday transactions easier. This increased WeChat usage and thus their "moat". Meituans hotel bookings worked because there was no good preexisting solution and users already had preloaded credit card info"
X Link @Speedwell_LLC 2025-10-07T12:13Z 9688 followers, XXX engagements

"Former IAA CEO on how the rising trend of uninsured vehicles is affecting $CPRT: "I don't view that as a significant headwind to them. I think it will create some noise in the data. Many of those vehicles even if they don't get totaled by the insurance company the end consumer is then going to end up selling it to their body shop who's going to put it through our Copart anyway.""
X Link @Speedwell_LLC 2025-10-05T16:48Z 9680 followers, 4724 engagements

"Gary Friedman on expanding internationally in the right order $RH"
X Link @Speedwell_LLC 2025-10-06T17:42Z 9688 followers, 2706 engagements

"Want to shop pay bills buy a transit ticket or order a car No need to open a new app just do it all from within WeChat. Its like having an entire shopping mall in your pocket"
X Link @Speedwell_LLC 2025-10-07T12:12Z 9685 followers, XX engagements

"Curious if investors are a fan of such a large acquisition for Alimentation Couche-Tard $ATD"
X Link @Speedwell_LLC 2024-09-07T15:03Z 9686 followers, 3446 engagements

"VP of Sales at Openlane sees $CPRT losing market share to $RBA "It may be a 60/40 market share split when it's all said and done. I think Ritchie Bros and IAA probably will come out on top.""
X Link @Speedwell_LLC 2025-09-26T16:48Z 9688 followers, 41K engagements

"$CSU M&A director on their advantage over copycats"
X Link @Speedwell_LLC 2025-10-01T00:39Z 9680 followers, 3039 engagements

"Today - Caseys operates 2900 stores across XX states - They serve 9mn+ loyalty members - Generate $16bn in revenue - Earn X% operating margins and - Is the 5th largest pizza chain in America"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"$CSGP M&A and capital allocation record"
X Link @Speedwell_LLC 2025-08-27T16:48Z 9687 followers, 4252 engagements

"Brian Chesky on how AI will affect $ABNB and travel "I think a lot of services and hospitality are not going to be disrupted for quite a long time through AI. I still think when people go to Bordeaux and they drink a bottle of wine I don't think they want to be an AI-driven experience." - Goldman Sachs Conference"
X Link @Speedwell_LLC 2025-10-11T17:42Z 9685 followers, 3496 engagements

"By 2014 revenue approached $8bn. Pizza delivery was rolled out to XXX stores competing directly with national chains. To support food logistics they expanded their distribution centers giving them control over quality and costs across rural locations"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"Former director at $AXON explains that a customer will not choose $AXON for X reasons: X. Fear of monopoly (reliant on X provider) X. Price"
X Link @Speedwell_LLC 2025-10-12T16:48Z 9688 followers, 5559 engagements

"Former director at $AXON on switching costs "It would be quite annoying to switch providers. The biggest point of contention is the sheer amount of evidence and file storage that's shared up. The average customer at Axon has anywhere between 60TB and upwards of a few thousand terabytes that is shared and stored on Azure servers. It's a pretty cumbersome process in order to migrate that information cleanly and successfully.""
X Link @Speedwell_LLC 2025-10-10T17:42Z 9688 followers, 5258 engagements

"Former branch manager at IAA on copying $CPRT "I would say that Copart is far better about research and development on where the future is going with salvage compared to IAA. We'd always be a late adaptor of like 'Oh Copart's doing this. They've been doing it for like four to five years. Seems like it's working now. We have to start doing this.'""
X Link @Speedwell_LLC 2025-09-17T00:12Z 9682 followers, 5520 engagements

"9/ Its true they have many other businesses But the Fashion and Leather Goods segment is almost XX% of their profits. Its grown topline XX% a year for the past decade and has better margins than most software"
X Link @Speedwell_LLC 2025-09-18T18:50Z 9685 followers, XXX engagements

"🔷New Investor's Briefing Released In this briefing we cover: - $NVDA invests in $INTC - Factset at 4-year lows $FDS - Fed cuts rates - $META Connect Event Read 👇"
X Link @Speedwell_LLC 2025-09-20T12:12Z 9688 followers, 7601 engagements

"M&A head at $CSU on organic and inorganic growth "Employees are incentivized to focus on acquisitions there's a huge emphasis on that as opposed to organic growth. Incentive structures are built around inorganic growth and return on invested capital.""
X Link @Speedwell_LLC 2025-10-06T23:18Z 9680 followers, 3367 engagements

"$ABNB Brian Chesky on the importance of culture"
X Link @Speedwell_LLC 2025-10-02T12:12Z 9686 followers, 3049 engagements

"Their success drew attention. In 2010 both Alimentation Couche-Tard and 7-Elevens parent company tried to acquire Caseys. Both were rejected With their independence secured Caseys doubled down on acquisitions and food service"
X Link @Speedwell_LLC 2025-10-15T16:10Z 9688 followers, XXX engagements

"🔹New Investor's Briefing Released In this briefing we cover: - 2Q GDP revision - Weak $KMX earnings - Investor doubts in $CSU & $CPRT Read below 👇"
X Link @Speedwell_LLC 2025-09-27T12:12Z 9680 followers, 8655 engagements

"Former director at $CSGP on competition and market share: "It's tough to see a company that could potentially challenge them in the U.S. I do feel that there are others that are operating successfully in the United States successfully in the United States but not necessarily looking to capture a large amount of share. There's space for everyone. I see it difficult for someone to come up and really compete toe to toe with them across all products.""
X Link @Speedwell_LLC 2025-10-08T11:18Z 9686 followers, 2446 engagements

"From this episode here 👇 Spotify: Apple:"
X Link @Speedwell_LLC 2025-10-11T01:12Z 9676 followers, 1098 engagements

"Head of M&A at $CSU on their advantage over copycats: What does the copycat bring to the table that Constellation doesnt already have Constellation has the capital its a more disciplined acquirer. Constellation holds a tremendous advantage over the copycats in the sense that its got an unparalleled depth of expertise in terms of its internal network of operators and knowledge.""
X Link @Speedwell_LLC 2025-10-11T00:12Z 9688 followers, 3099 engagements

"Charlie Munger on opportunity cost - 2003 Berkshire Hathaway AGM"
X Link @Speedwell_LLC 2025-10-07T23:18Z 9685 followers, 3369 engagements

"Listen to a head of M&A at $CSU talk about copycats organic growth and style drift in this episode below 👇 Listen Spotify: Listen Apple:"
X Link @Speedwell_LLC 2025-10-12T01:12Z 9685 followers, 2710 engagements