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@Speedwell_LLC Avatar @Speedwell_LLC Speedwell Research

Speedwell Research posts on X about $prm, business, $cprt, $csu the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies XXX% cryptocurrencies XXX% automotive brands XXX%

Social topic influence $prm #14, business 11.69%, $cprt #63, $csu #5, csu #41, $nvda #852, nvda #277, insurance #1289, $fnd #2, $tdg #10

Top accounts mentioned or mentioned by @joinyellowbrick @invest091 @32amab @thedarkonexx @fundasyinvestor @patienceisking @sleepwellcap @qualitydivgro @fromvalue @matt_kolb_ @raphisavitz @potentate @shivamkashan @bondkingjanush1 @arkalos77 @max_katzenstein @spicydealsfs @lesser_son @timothybuffett @southernvalue95

Top assets mentioned Perimeter Solutions, SA (PRM) Copart, Inc. (CPRT) NVIDIA Corp. (NVDA) Floor & Decor Holdings, Inc. (FND) TransDigm Group, Inc. (TDG) Toast, Inc. (TOST) AppFolio, Inc. Class A (APPF) Spotify Technology (SPOT) Salesforce Inc (CRM) 4 (FOUR) CoStar Group, Inc. (CSGP) Metadium (META) Axon Enterprise, Inc. (AXON) RH (RH) Duolingo, Inc. Class A Common Stock (DUOL) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last XX hours

"$PRM does stock repurchases the right way"
X Link 2025-09-04T23:18Z 10.1K followers, 16.4K engagements

"*New Podcast Dropped 🗣 🔺🔺🔺 🔹 $PRM +75% stock move & entrance into a new vertical 🔹 $CSU update 🔹 $CPRT out of favor 🔹 Key risk for $NVDA GPUs 🔹Some Fed Rates history Listen below 👇"
X Link 2025-09-12T17:39Z 10.1K followers, 10.5K engagements

"$PRM latest IMS acquisition is exceeding management's underwriting assumptions. They typically have IRR thresholds of 15%. Within X year revenues are exceeding their purchase price"
X Link 2025-09-18T23:38Z 10.1K followers, 2956 engagements

"$PRM reported earnings and the stock is up XX% Full update out later Check out our sample report on them below in the meantime time"
X Link 2025-10-30T14:08Z 10.1K followers, 6475 engagements

"$CPRT reported earnings and stock -X% Revenue growth was just +1% y/y Global Insurance Volumes declined -X% (-5.6% ex-CAT) Insurance ASPs grew XXX% though Operating profits +6% y/y Not a great quarter for them but how worrisome is it really Update out tomorrow"
X Link 2025-11-21T01:46Z 10.1K followers, 9617 engagements

"New Investor's Briefing Dropped $CPRT loses market share $NVDA can't hold Is the luxury market turning a corner Insights from the $APPF investor meeting Links below"
X Link 2025-11-22T14:04Z 10.1K followers, 3575 engagements

"An AI-first VMS company may be a bit leaner but it is still not a threat to existing VMS businesses because they would not be able to steal their existing customers for one simple reason: they arent solving any new customer problems. The best they could do would be to compete on price but the software is already a relatively low portion of their expenses and most business owners dont want to risk messing up something that is mission critical to save an inconsequential amount of money. $CSU"
X Link 2025-11-23T12:18Z 10.1K followers, 4211 engagements

"Listen Spotify: Listen Apple:"
X Link 2025-12-04T13:12Z 10.1K followers, XXX engagements

"What's a fair investment assumption As an investor you want to find the opportunities where you can be compensated disproportionately for the informational content of your thesis You want your payoffs to be higher than your chance of being correct That is all investing is"
X Link 2025-12-09T01:12Z 10.1K followers, 1784 engagements

"Read our latest thoughts on $CPRT in our business update 👇"
X Link 2025-11-25T14:12Z 10.1K followers, XXX engagements

"New Dialogue Podcast just dropped 🔺🔺🔺 $CSU largest drawdown ever. is it doomed $CPRT giving up market share In this episode we talk all things $CSU and $CPRT $CSU AI risk IAA's market share gain Will $CPRT buyback any stock Listen below 👇"
X Link 2025-12-04T13:12Z 10.1K followers, 2266 engagements

"$CSU Mark Leonard on learning from other software companies: "Veeva and they are a wonderful example of this creating a moat after penetrating a market. They did a great job of capturing pharma in particular big pharma with a CRM system that was built on top of Salesforce so relatively low cost to create. And then they have subsequently reduced their COGS on that by building out their own platform underneath the CRM system and adding to it a whole series of applications that sell into the same client base building up the moat inside of their business. So that's a sort of prototypical approach"
X Link 2025-12-07T13:12Z 10.1K followers, 8485 engagements

"Former director at $FND sees existing home sales back to normal in a year: "I think that before we start to really feel the benefits of a tailwind it's got another year to XX months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant.""
X Link 2025-12-08T12:18Z 10.1K followers, 2010 engagements

"Former VP of Sales at $FOUR on Jared Isaacman's vision for Shift4 "It's all about the processing. It's not about the hardware. It's not about the software. It's to do whatever means necessary to bring the processing in. He had a very crystal clear vision of that.""
X Link 2025-12-08T17:48Z 10.1K followers, 4163 engagements

"Just learned this about Tax-free Shopping Up to HALF of the VAT refund isn't actually refunded. The refund processor take a large chunk out of the shopper's VAT refund and then PAYS the merchant most of it back. So the merchant effectively gets a large portion of the VAT paid to them and the shopper has zero idea"
X Link 2025-12-09T16:18Z 10.1K followers, 3113 engagements

"$PRM to acquire Medical Manufacturing Technologies (MMT) for $685mn "MMT has a strong track-record of organic and M&A driven growth both of which we expect to continue.""
X Link 2025-12-10T21:29Z 10.1K followers, 2187 engagements

"New Dialogue Podcast just dropped In this dialogue we cover $CSGP $META and $PRM 3Q25 earnings Listen below 👇"
X Link 2025-11-03T18:42Z 10.1K followers, 3252 engagements

"$CSU is about XX% higher from when we first wrote our research report. BUT their valuation has compressed almost XX% since then. Free cash flow is up over XXX% The market is freaked out about AI risk but should you be Find out in our $CSU research report below 👇"
X Link 2025-11-06T18:16Z 10.1K followers, 14.5K engagements

"$PRM CFO on extreme decentralization: "The last piece of the model is extreme decentralization. We want our business unit presidents to be the true general managers of their business. They are the closest thing to the customer so they are the person who understands how to solve a customer's problem better than anyone else in the company." - $PRM CFO Kyle Sable Baird Global Industrial Conference"
X Link 2025-11-13T21:20Z 10.1K followers, 3072 engagements

"$PRM CFO on M&A "We are looking for high-quality businesses that have recurring revenue growing secular tailwinds high margins high returns and potential for additional M&A." - Kyle Sable Baird Global Industrials Conference"
X Link 2025-11-15T00:18Z 10.1K followers, 1621 engagements

"It is key to understand that for many business owners switching mission critical software is the equivalent to gambling the businesss livelihood if it doesnt work flawlessly. Why would you do that without a large and clear benefit $CSU"
X Link 2025-11-19T12:18Z 10.1K followers, 5256 engagements

"ASPs hit all-time highs for U.S. insurance carriers. $CPRT CEO Jeff Liaw believes this isnt just a current competitive differentiator but one that he thinks is growing"
X Link 2025-11-22T18:42Z 10.1K followers, 3404 engagements

"There is our businesses moats and then there is our moatmost investors confuse the two. In 2014 Mark Leonard clarifies Constellations competitive advantage. $CSU"
X Link 2025-12-06T12:18Z 10.1K followers, 5436 engagements

"All of the reasons not to do M&A as summarized by TransDigm $TDG"
X Link 2025-09-27T17:42Z 10.1K followers, 11.4K engagements

"So much for my thesis (hope) $PRM would be down once people saw the accounting impact of the advisory shares"
X Link 2025-10-30T14:46Z 10.1K followers, 3521 engagements

"Perimeter Solutions CEO on their strategy. This is basically the Transdigm playbook but with the ability to move beyond one vertical. (Transdigm Found Nick Howley is the co-Chairman) $PRM $TDG"
X Link 2025-10-30T16:48Z 10.1K followers, 5741 engagements

"$PRM reported 3Q earnings and the stock is up +26% YTD $PRM is up +112% Find out what's driving their success in our latest business update below👇"
X Link 2025-10-31T00:12Z 10.1K followers, 2212 engagements

"Removed the paywall from our Floor & Decor update $FND We show how store revenue & mature margins can translate into returns $25-30mn revenue/ store was the orginal est. range XX% mature margins is similar to peers The key two questions are. (1/2)"
X Link 2025-10-31T15:07Z 10.1K followers, 7299 engagements

"New Dialogue Podcast is out 🔺🔺🔺 X years of flat returns for $FND Is $AXON opportunity large enough Listen below to find out as we break down $FND and $AXON 3Q earnings👇"
X Link 2025-11-10T17:48Z 10.1K followers, 2163 engagements

"$CPRT 1Q26 Business Update Released Does volume slipping threaten their quality compounder status Find out below 👇"
X Link 2025-11-21T22:12Z 10.1K followers, 4715 engagements

"How the insurance company decides to total a car. $CPRT"
X Link 2025-11-25T13:12Z 10.1K followers, 7661 engagements

"$PRM (The company Will Thorndike and Billionaire Nick Howley Co-Chair) on decentralization: On "the importance of decentralization to our operating model. Perimeter currently consists of multiple business units and we expect that number to grow through future acquisitions. Each of our business units operates independently with minimal integration at the corporate level. Our general managers have full autonomy to run their businesses and drive long-term performance. In turn they're held accountable to deliver results across each of our three operational value drivers. And finally they are"
X Link 2025-12-05T12:18Z 10.1K followers, 2184 engagements

"Munger on Boards: In the ambit of social proof outside directors on a corporate board usually display the near ultimate form of inaction. They fail to object to anything short of an axe murder until some public embarrassment of the board finally causes their intervention"
X Link 2025-12-10T01:12Z 10.1K followers, 1588 engagements

"Former VP at $LVMH on their competitive advantage "LVMH benefits from its level of diversification. They cover so much ground in their understanding of an ability to reach a consumer interested in luxury products from so many different angles.""
X Link 2025-12-10T13:12Z 10.1K followers, 1812 engagements

"@invest091 What's the math though that makes is great optionality"
X Link 2025-12-10T20:00Z 10.1K followers, XXX engagements

"Big acquistion for $PRM $685mn in cash against a $4.2bn market cap This also leads them to enter a NEW vertical: precision machinery and aftermarket consumables for minimally invasive medical devices Deal is valued at 14x adj. EBITDA"
X Link 2025-12-10T22:49Z 10.1K followers, 2496 engagements

"@invest091 Thanks for sharing If you go out in your DCF what cash flow margin were you comfortable assuming Also when you say blended valuation do you literally weight different methods together"
X Link 2025-12-11T15:00Z 10.1K followers, XX engagements

"@patienceisking Havent looked in depth but its the same rationale as their original fire retardant business They were looking for as many verticals as possible that had the same X economic characteristics as what made $TDG successful to have a long capital deployment runway"
X Link 2025-12-11T15:55Z 10.1K followers, XX engagements

"William-Sonoma retail director on the $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 2025-12-03T17:48Z 10.1K followers, 3200 engagements

"Anyone bullish on $TOST At a $18.5bn EV and $5.8bn in revenues what assumptions are you comfortable with XX% mature margin okay So at 26x mature earnings Then growing XX% a year for X years gets us to 15x If a long-term high teens grower than intrinsic multiple of 25x-30x So 60-100% upside I'm not saying I believe this necessarily just trying to get a sense of what an optimistic investor is banking on"
X Link 2025-12-10T17:23Z 10.1K followers, 3251 engagements

"@thedarkonexx With XX% gross margins and XX% op margins to Gp thats a XX% operating margin $5.8bn in rev x XX% = $464mn after tax or 39x mature margins How are you getting the 14x"
X Link 2025-12-10T19:31Z 10.1K followers, XXX engagements

"Complexitiy of managing a restauraunt $TOST"
X Link 2025-12-11T04:42Z 10.1K followers, 2046 engagements

"If you liked this you would love our free newsletter We publish comprehensive research reports on quality public companies share ongoing business updates and write memos on business & investing. Join 6000+ investors here 👇"
X Link 2025-12-11T11:00Z 10.1K followers, XXX engagements

"Really enjoyed talking to Kris aka @FromValue In this insightful interview podcast we do a deep dive on growth investing We talk: 🔹 Valuing growth stocks (w/ pushback) 🔹 Full case study on $DUOL 🔹 Portfolio Construction 🔹 Lessons from $TSLA and $NVDA Listen 👇"
X Link 2025-12-11T15:35Z 10.1K followers, 4952 engagements