@Speedwell_LLC Speedwell Research

Speedwell Research posts on X about $csu, ai, meta, $meta the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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[--] Week [-------] +78%
[--] Month [-------] +73%
[--] Months [---------] +6%
[--] Year [---------] +228%

Mentions: [--] #

[--] Week [---] +31%
[--] Month [---] +11%
[--] Months [---] +71%
[--] Year [-----] +342%

Followers: [------] #

[--] Week [------] +2.40%
[--] Month [------] +6.30%
[--] Months [------] +19%
[--] Year [------] +60%

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Social Influence

Social category influence stocks 61.74% technology brands 25.22% finance 20% luxury brands 5.22% automotive brands 3.48% social networks 1.74% cryptocurrencies 1.74% currencies 0.87%

Social topic influence $csu #5, ai 18.26%, meta 14.78%, $meta #237, business 13.04%, $rh #7, deep 9.57%, $cprt #142, $evo #27, $prm #95

Top accounts mentioned or mentioned by @joinyellowbrick @varunv_malhotra @chitchatstocks @alphasenseinc @reignots @speedwellllc @qualityinvest5 @drewcohenmoney @ccm_brett @william_r2rclub @bizalmanac @tbstockinvestor @ccmbrett @jsiegel88 @the_zack_zhu @revnoproduction @kairospraxis @varunvmalhotra @notmarkleonard @mrmoativator

Top assets mentioned Metadium (META) RH (RH) Copart, Inc. (CPRT) Evotec SE (EVO) Perimeter Solutions, SA (PRM) Floor & Decor Holdings, Inc. (FND) Airbnb, Inc. (ABNB) Coupang, Inc. (CPNG) TransDigm Group, Inc. (TDG) AppFolio, Inc. Class A (APPF) CoStar Group, Inc. (CSGP) APi Group Corporation (APG) Adobe, Inc. (ADBE) Duolingo, Inc. (DUOL) 4 (FOUR) Ritchie Bros. Auctioneers Incorporated (RBA) Ferrari N.V. (RACE) Axon Enterprise, Inc. (AXON) S&P Global Inc (SPGI) Autozone Inc (AZO) O'Reilly Automotive Inc (ORLY) Cadence Design Systems Inc (CDNS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Former Portfolio Manager at $CSU on low churn for government software"
X Link 2026-02-14T13:12Z 11K followers, [----] engagements

"Page [---] of KKRs 10-K Their public equities dropped -57% vs private investments -1% Seems like a fair valuation"
X Link 2023-08-09T14:07Z 11K followers, 281.3K engagements

"New Company Podcast Episode Released In this [--] minute discussion we cover everything Constellation Software From Mark Leonards key insight he learned at Venture West To an in-depth discussion on capital deployment And much much more Links in Next Tweet 👇"
X Link 2024-02-28T14:34Z 11K followers, 33.2K engagements

"All of the reasons not to do M&A as summarized by TransDigm $TDG"
X Link 2025-09-27T17:42Z 11K followers, 11.5K engagements

"Units under management grew 100k q/q to 8.9mn Total customers were up +6% y/y to [-----] We may start to see unit growth outpace customers but that hasn't happened yet $APPF"
X Link 2025-10-13T12:14Z 10.9K followers, [----] 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 11K followers, [----] 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 15% mature margins is similar to peers The key two questions are. (1/2)"
X Link 2025-10-31T15:07Z 10.8K followers, [----] 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 11K followers, [----] engagements

"Units on Plus/Max tiers increased from 10% to 25% since [----]. 96% customers now use AppFolios Realm AI tools which is up from 40% three years ago. This has led to average revenue per unit (ARPU) growing from $66 in [----] to $103 today. $APPF [----] Investor Meeting"
X Link 2025-11-26T17:48Z 10.9K followers, [----] engagements

"Former manager at $FND on their 500-store count goal: "Fundamentally it should work. It's unique because there's no pure play competitor.""
X Link 2025-11-28T18:43Z 10.8K followers, [----] engagements

"Interesting insight from $AZO CEO While AutoZone was notorious for their negative working capital running their supply chain this tightly hurt them w/ winning repair shops businesses and $ORLY raced ahead Parallel is $FND also holds a lot of inventory and is strongest w/ pros"
X Link 2025-11-29T18:59Z 10.9K followers, [----] engagements

"$APG CFO on how leading with inspections will impact margins: "We believe that for every dollar of inspection revenue that deficiency report is going to generate $3 to $4 of follow-on service work during the course of the year. We're going to make progress each and every year towards our long-term goal of 60% or more of our revenue coming from inspection service and monitoring. And that's going to have a powerful impact on our margins." https://twitter.com/i/web/status/1996651289258647912 https://twitter.com/i/web/status/1996651289258647912"
X Link 2025-12-04T18:42Z 11K followers, [----] 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 [--] months. Once that tailwind does come. they will be so uniquely positioned to take advantage of it that it'll be significant." https://twitter.com/i/web/status/1998004191889932430 https://twitter.com/i/web/status/1998004191889932430"
X Link 2025-12-08T12:18Z 10.8K followers, [----] engagements

"Former manager at $FND on how they changed their store development "The biggest pain in my a** was multifamily housing. Those guys would come in and buy the dirt underneath me and pay 3X what it was worth just to be there.""
X Link 2025-12-18T19:12Z 10.8K followers, [----] engagements

"Former VP at GEICO notes that $CPRT was ahead of IAA in cycle times a few years ago but now they are "neck and neck" at [--] days"
X Link 2026-01-04T13:12Z 10.8K followers, 11.4K engagements

"Former VP at GEICO on how lower frequency is impacting $CPRT "When insurance premiums go up the average American is paying 50% more today than they were in [----]. That's never happened in my [--] years in insurance.""
X Link 2026-01-05T12:18Z 10.8K followers, 10.9K engagements

"Sometimes investors read too much into Form 4s. Even some of the best managers are in it for the money. $TDG"
X Link 2026-01-06T00:18Z 11K followers, 11.2K engagements

"19x free cash flow Growing 20%+ Sticky payments offering Heres the full story of $FOUR 👇 New Research Report 🔷🔷🔷 While nearly every entrepreneur was chasing VC funding for the latest .com company in the late 90s one prescient [--] year old dropped out of high school to disrupt a complicated and unsexy industry. Payments. This is the story of Shift4 🧵👇 https://t.co/1q6RZmzfeF New Research Report 🔷🔷🔷 While nearly every entrepreneur was chasing VC funding for the latest .com company in the late 90s one prescient [--] year old dropped out of high school to disrupt a complicated and"
X Link 2026-01-07T20:04Z 10.8K followers, [----] engagements

"If you want to understand whats going on with Copart and IAA heres an insiders scoop Really great AlphaSense expert call interview with a former VP of Geico. He touches on the dynamics between $CPRT and IAA ( $RBA) He sees that IAA has stepped up their game and is now picking up and selling salvaged cars at the same rate Copart is. He also thinks this could https://t.co/F3X9D73NQz Really great AlphaSense expert call interview with a former VP of Geico. He touches on the dynamics between $CPRT and IAA ( $RBA) He sees that IAA has stepped up their game and is now picking up and selling salvaged"
X Link 2026-01-09T16:43Z 11K followers, [----] 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 2026-01-16T12:18Z 10.8K followers, [----] 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.'" https://twitter.com/i/web/status/2013949274619367896 https://twitter.com/i/web/status/2013949274619367896"
X Link 2026-01-21T12:18Z 11K followers, [----] 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." https://twitter.com/i/web/status/2015761229189419449 https://twitter.com/i/web/status/2015761229189419449"
X Link 2026-01-26T12:18Z 10.9K followers, [----] engagements

""We have just one problem at Loro Piana that we have to slow the growth. We don't want to go too fast because the quality of products must be maintained and soon it gets a bit carried away. We slowed down Loro Piana." $LVMH 4Q25"
X Link 2026-01-28T01:02Z 10.8K followers, [----] engagements

"Loro Piana was a 5-10x for $LVMH per 4Q25 "I think is equal to 10x or 5x perhaps the value of their initial stage. In other words when we acquired the company I think we paid to EUR [--] billion for it right And today it's worth about EUR [--] billion. That's about the ratio""
X Link 2026-01-28T01:26Z 10.8K followers, [----] engagements

"We know the importance of adopting new technology But the critical factor is to to it. $CPRT didnt just use internet auctions in [----] They ripped out their old system just [--] years later. IAA wouldnt make that decision for [--] years until 2020"
X Link 2026-01-28T12:18Z 10.9K followers, [----] engagements

"A beautiful ROIC chart $RACE"
X Link 2026-01-28T18:37Z 10.8K followers, [----] engagements

"$META history in one chart"
X Link 2026-01-30T12:18Z 10.8K followers, [----] engagements

"Deep dive on Cadence $CDNS https://t.co/07fs10gVb3 https://t.co/07fs10gVb3"
X Link 2026-01-30T21:12Z 10.8K followers, [----] engagements

"Former head of M&A at $CSU on copycats "These businesses would prefer to sell to someone who understands their sector and their vertical and who's got a proven track record rather than someone new.""
X Link 2026-01-31T13:12Z 10.8K followers, [----] engagements

"$CPNG is down at about -37% on the data leak The fear is that consumers will stop shopping on Coupang While we have ample history to show this is silly. Here is someone who manages hundreds of Coupang stores and says he saw zero dip H/T @AlphaSenseInc"
X Link 2026-02-01T18:40Z 10.9K followers, 27.9K engagements

"$AXON getting thrown away with the rest of SaaS Wouldnt mind if this continued until it traded on a P/E multiple instead of sales"
X Link 2026-02-02T22:00Z 11K followers, [----] engagements

"$META explained in one chart"
X Link 2026-02-03T13:12Z 10.9K followers, [----] 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." https://twitter.com/i/web/status/2019398699911090434"
X Link 2026-02-05T13:12Z 11K followers, [----] engagements

"New Podcast Released In this episode we discuss $APPF $META and $LVMH earnings Plus we make some comments on $CSU Listen below 👇"
X Link 2026-02-05T15:20Z 11K followers, [----] engagements

"$EVO reported 4Q and the stock is -6% The Asia business saw positive q/q growth after a sharp contraction in 3Q Their Europe business is facing worse headwinds though as regulated markets lose ground to unregulated full update out later"
X Link 2026-02-05T18:47Z 11K followers, [----] engagements

"I don't know specifics on how they "interfered" My guess is them being considered a US company is hurting them. until it doesn't Using Coupang to try to hurt the US (which I am not saying what is happening but some are suggesting it) is a very poor form of leverage Coupang is one of the largest employers in Korea not to mention how many small businesses rely on them to sell their products plus the tens of millions of consumers who don't care about politics and just want their groceries and household products delivered to their door https://twitter.com/i/web/status/2019511753869254759"
X Link 2026-02-05T20:41Z 10.9K followers, [---] engagements

"New $EVO slide Investor's yield has been about 10% last year between dividends and buybacks"
X Link 2026-02-05T21:06Z 10.9K followers, [----] 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 https://speedwellresearch.com/ https://speedwellresearch.com/"
X Link 2026-02-05T21:30Z 11K followers, [----] engagements

"Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY"
X Link 2026-02-06T18:02Z 10.9K followers, 18.2K engagements

"$ADBE grew revenues at a 100% CAGR their first [--] years after IPOing $16mn - $304mn They would hit a billion in 1999--a 34% revenue CAGR since IPO ()"
X Link 2026-02-06T19:08Z 10.9K followers, [----] engagements

"@bizalmanac Priced like a 20% secular grower to a melting ice cube in [--] months haha"
X Link 2026-02-07T03:11Z 10.8K followers, [----] engagements

"Interesting that this quarter investors were LEAST interested in $EVO That might be saying something. Priced at 9.5x earnings most investors are tired of the lackluster performance But at lot (all) of the negative news was outside their control. Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY https://t.co/gjanXSUuwD Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY https://t.co/gjanXSUuwD"
X Link 2026-02-07T15:55Z 11K followers, [----] engagements

"@varunv_malhotra @NotMarkLeonard Any thoughts on AI agents making switching costs of software less I.e. you employ an AI agent to migrate software onto a new platform I have my own thoughts on this but curious to hear others"
X Link 2026-02-07T17:14Z 10.9K followers, [----] engagements

"Yeah I dont disagree with any of that I think the AI would have to get to the point that a business owner is basically replacing jobs with the AI (and it will probably be newer businesses that are built this way rather than old ones that downsize and transform). and the AI may even use the mission critical software then because it needs to work 100% of the time and sometimes needs compliance approvals I also wonder whether existing hardware is good enough to operate advanced AI anyway which is another friction point https://twitter.com/i/web/status/2020187807034306757"
X Link 2026-02-07T17:28Z 10.8K followers, [---] engagements

"$EVO revenue per table has fallen after consistent gains since [----]. However they increased their table count [---] or 17% last year. If we hold the table count steady the revenue per table would be down -8% (instead of the 15% shown below). This can largely be attributed to the weakness in Asia and Europe. https://twitter.com/i/web/status/2020485829987078276 https://twitter.com/i/web/status/2020485829987078276"
X Link 2026-02-08T13:12Z 10.9K followers, [----] engagements

"More on $EVO 4Q25 earnings in this business update https://www.speedwellmemos.com/p/evolution-4q25-business-update https://www.speedwellmemos.com/p/evolution-4q25-business-update"
X Link 2026-02-08T14:12Z 10.9K followers, [----] engagements

"@TBstockinvestor Idk that the whales of LatAm are much poorer though but just generally yes ppp is less Some states have agreements for cross-boarder streaming (West Virginia) but yes thats true but also not a problem because the capacity of the tables is more than met by each state"
X Link 2026-02-08T16:40Z 10.8K followers, [---] engagements

"$NFLX analysis https://t.co/urBsitcz0z https://t.co/urBsitcz0z"
X Link 2026-02-09T17:09Z 11K followers, [----] 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 👇 https://www.speedwellmemos.com/ https://www.speedwellmemos.com/"
X Link 2026-02-10T07:00Z 10.8K followers, [---] engagements

"New Business History Released 🔺🔺🔺 Just released a long excerpt from our new Ferrari Research Report Read 👇"
X Link 2026-02-10T18:42Z 10.9K followers, [----] engagements

"https://www.speedwellmemos.com/p/ferrari-exploratory-report https://www.speedwellmemos.com/p/ferrari-exploratory-report"
X Link 2026-02-10T18:42Z 10.8K followers, [---] engagements

"$RACE stock +8% Haters will say it was because of good earnings But the real ones know it was because Speedwell dropped a new research report on them New Business History Released 🔺🔺🔺 Just released a long excerpt from our new Ferrari Research Report Read 👇 https://t.co/mxYYiUCpv5 New Business History Released 🔺🔺🔺 Just released a long excerpt from our new Ferrari Research Report Read 👇 https://t.co/mxYYiUCpv5"
X Link 2026-02-10T21:04Z 10.9K followers, [----] engagements

"Welp the market likes Ferrari again You know what's not getting disrupted by AI Ferrari You know what is down -35% from peak Ferrari You know who what company Speewell just dropped a new research report on Ferrari Become a member to get access today https://t.co/FT7GbZgGlZ You know what's not getting disrupted by AI Ferrari You know what is down -35% from peak Ferrari You know who what company Speewell just dropped a new research report on Ferrari Become a member to get access today https://t.co/FT7GbZgGlZ"
X Link 2026-02-11T15:00Z 10.9K followers, [----] engagements

"$CSU an AI company The AI bear case for $CSU assumes the portfolio sits still while startups attack from outside. Meanwhile CSU's largest homebuilding software subsidiary just launched an enterprise AI agent built directly into the platform their customers already run on. Incumbents with the The AI bear case for $CSU assumes the portfolio sits still while startups attack from outside. Meanwhile CSU's largest homebuilding software subsidiary just launched an enterprise AI agent built directly into the platform their customers already run on. Incumbents with the"
X Link 2026-02-11T15:58Z 11K followers, [----] engagements

"The thing people miss is $CSU software was always trivially easy to compete against its just no one wants to do it @Mr_Moativator @CCM_Brett Idk how many new bowling allys there are but if that was the case then I'd guess the legacy software would lose that battle. with the BIG caveat that the new software upstart has the distribution to get known/ support the customer The thing people miss is that these were @Mr_Moativator @CCM_Brett Idk how many new bowling allys there are but if that was the case then I'd guess the legacy software would lose that battle. with the BIG caveat that the new"
X Link 2026-02-11T16:02Z 11K followers, [----] engagements

"Everyone is worried about AI killiing businesses. Outside of Chegg though are there any businesses that have actually been adversely impacted yet I really do not believe that a Chinese AI video slop generator thats obviously trained on copyrighted data and violating multiple laws is going to kill Netflix. Ive been through a Netflix sell off before but last time Netflix wasnt generating $10 billion in free cash flow. I really do not believe that a Chinese AI video slop generator thats obviously trained on copyrighted data and violating multiple laws is going to kill Netflix. Ive been through a"
X Link 2026-02-12T18:08Z 10.9K followers, [----] engagements

"$ABNB reaccelerated GBV to +13% y/y up 100bps sequentially Nights booked increased 100bps to +10% y/y"
X Link 2026-02-12T21:17Z 11K followers, [----] engagements

"$ABNB reported 4Q25 and revenues reaccelerated 100bps to +12% y/y GBV was up even more at +16% (13% fx-adjusted) Brian Chesky on the reacceleration below: "reaccelerating growth isn't as simple as stepping on the gas pedal. It's more like turning to cruise ship. It takes time and discipline and you don't always see it from [--] quarter to the next." https://twitter.com/i/web/status/2022131108859826308 https://twitter.com/i/web/status/2022131108859826308"
X Link 2026-02-13T02:10Z 11K followers, [----] engagements

"$ABNB Brian Chesky on what AI CAN'T do: "At chatbot doesn't have or [---] million verified identities. Or our [---] million proprietary reviews. And it can't message the host which 90% of our guests do. They can't provide global payment processing customer support or insurance." https://twitter.com/i/web/status/2022135020933271853 https://twitter.com/i/web/status/2022135020933271853"
X Link 2026-02-13T02:25Z 10.9K followers, [----] engagements

"@JSiegel88 @atelicinvest I like TransDigm describing all price increases as value based pricing"
X Link 2026-02-13T15:51Z 11K followers, [---] engagements

"$ADBE is at the center of the SaaS/ AI debate Trades at 14x FCF https://t.co/Yz8nokyopx https://t.co/Yz8nokyopx"
X Link 2026-02-13T16:21Z 11K followers, [----] engagements

"Do you want a podcast update on Evolution and Airbnb If we get over [---] yes's I'll record it today. $EVO $ABNB Yeah Nah Yeah Nah"
X Link 2026-02-13T16:59Z 11K followers, [----] engagements

"@Reignots How are they actually disrupted in the workflow process"
X Link 2026-02-13T17:33Z 10.9K followers, [---] engagements

"All addressed in the article $FIG is a point solution for UI/UX and integrates with Adobe Competition existing isn't a bear case it shows that they their network effects/ file format advantages are formidble for their core middle market/ enterprise biz Seat shrinkage is only possible with AI which is packaged together in Adobe's higher priced tiers with token fees. (Works will all models) https://twitter.com/i/web/status/2022364892985200965 https://twitter.com/i/web/status/2022364892985200965"
X Link 2026-02-13T17:38Z 11K followers, [---] engagements

"Reminds me a bit of Meta in [----] Drawdowns were much worse than people thought possible and the worse it got the more investors saw the merit to the bear case"
X Link 2026-02-03T15:18Z 11K followers, 21.2K engagements

"$CSU risk Any thoughts on AIs ability to make migration to a new software platform easier The idea would be an AI agent like OpenClaw runs at the OS level and can than facilitate the transfer of data over to a new software platform. This would reduce switching costs and the hassle Any thoughts on AIs ability to make migration to a new software platform easier The idea would be an AI agent like OpenClaw runs at the OS level and can than facilitate the transfer of data over to a new software platform. This would reduce switching costs and the hassle"
X Link 2026-02-07T17:22Z 11K followers, [----] engagements

"Walks through the math on how they could get to a 18x multiple in [--] years time https://t.co/urBsitcz0z https://t.co/urBsitcz0z"
X Link 2026-02-09T22:30Z 11K followers, [----] engagements

"Police Director on how $AXON keeps winning contracts"
X Link 2026-02-16T13:12Z 11K followers, [----] engagements

"Mark Leonard commented on $CSU valuation in VERY blunt terms at the AGM: "So I am not a big fan of generating market rates of return. If you want to generate a 6% to 8% rate of return by buying an ETF go for it and we're part of those ETFs. And so obviously our stock is priced to generate a 6% to 8% rate of return for the foreseeable future by the market. That's their discount rate. So if you want to make 20% or 25% rates of return then I'd love that but you probably have to buy Constellation at 1/4 of the current price to do that." - [----] AGM"
X Link 2025-05-22T17:22Z 11K followers, 75K engagements

"Always loved this slide by $APG on what their business does TLDR it's a lot of B2B"
X Link 2025-10-21T17:42Z 11K followers, [----] engagements

"* $APG Business History Released* 🔺🔺🔺 We released the founding and early history of APi Global 🔸 🔸 🔸 Learn how a small plumbing company turned into a global B2B service provider Link"
X Link 2025-11-14T17:48Z 11K followers, [----] 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 11K followers, [----] 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 11K followers, [----] 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 11K followers, [----] engagements

"Floor & Decor's value prop is having the most in-stock and selection at the lowest price Everything $FND does is to optimize for this value prop. The interlocking nature of these elements means that a competitor cannot copy just one element and mimic Floor & Decors value prop but rather must copy everything. https://twitter.com/i/web/status/2004903140890460485 https://twitter.com/i/web/status/2004903140890460485"
X Link 2025-12-27T13:12Z 11K followers, [----] engagements

"Really great AlphaSense expert call interview with a former VP of Geico. He touches on the dynamics between $CPRT and IAA ( $RBA) He sees that IAA has stepped up their game and is now picking up and selling salvaged cars at the same rate Copart is. He also thinks this could (on margin) result in some carriers moving to IAA to balance the dynamic between Copart and IAA. Basically no insurance company wants a monopoly and so they try to balance where the volumes go between the two. This historically has been offset by Copart saving the insurers more money--so they on margin preferenced Copart."
X Link 2026-01-08T02:26Z 11K followers, 13.6K engagements

"A key difference between $CSU and $NOW customers is that $CSU customers seldom have inhouse IT departments to experiment with AI and create new software/ implement Agentic AI With $CSU software customers it is the business owner themselves who will have to implement the change and they are by and large not tech savvy Partner at a consulting firm that helps companies implement software had this to say on AI and $NOW 1) There is experimentation to see if AI can replace software that is simpler without needing to pay ServiceNow for all their "bells and whistles" https://t.co/ePrlgiOUpL Partner"
X Link 2026-02-07T21:13Z 11K followers, 21.9K engagements

"New Dialogue Podcast Released In this episode we discuss: 🔹 $CSU 🔹 The SaaS sell off 🔹 Why dating apps are such bad businesses Listen below 👇"
X Link 2026-02-10T15:36Z 11K followers, [----] engagements

"Every $CSU AI risk explained and addressed We also touch on the implication for other SaaS names NEW PODCAST EPISODE Will AI Kill Constellation Software With @DrewCohenMoney From @Speedwell_LLC (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) https://t.co/7cSyhNADvk NEW PODCAST EPISODE Will AI Kill Constellation Software With @DrewCohenMoney From @Speedwell_LLC (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case:"
X Link 2026-02-11T16:00Z 11K followers, [----] engagements

"$CSU dropped 5% today so it became a 5% worse business That's how the stock market works right"
X Link 2026-02-11T16:35Z 11K followers, 15.9K engagements

"Flip side is $META had yet to really show their insane operating leverage and how much AI would increase their growth runway There was also fears of a second round of ATT and rumors Android may do something similar I think one of the biggest mistakes those who invested in $Meta during the [----] drawdown made is selling at $200 or $300 "locking in" a nice gain but missing out on significant further upside "No one ever went broke taking a profit" is a classic investment adage but I I think one of the biggest mistakes those who invested in $Meta during the [----] drawdown made is selling at $200 or"
X Link 2026-02-14T16:21Z 11K followers, [----] engagements

"This is one of the best things I've read on the competitive dynamics of AI from a CEO. It comes from Airbnb CEO Brian Chesky on their just released 4Q25 earnings call. * "I think these chatbot platforms are going to be very similar to search. They're going to be really good top of funnel discoveries. And in fact what we've seen is I think they're going to be positive for Airbnb. And I'm very very deep in this space. And what we see is that traffic that comes from chatbots convert at a higher rate than traffic that comes from Google. But the other thing to know and this is the most important"
X Link 2026-02-13T03:03Z 11K followers, 21.1K engagements

"Former Portfolio Manager at $CSU on price increases "Constellation is famous for acquiring a company and then doing a price increase. Software is a lot stickier than you think.""
X Link 2026-02-13T12:18Z 11K followers, 28.7K engagements

"Interesting how Adobe has become such a battle ground stock on whether AI will displace human work flows https://t.co/Yz8nokyopx https://t.co/Yz8nokyopx"
X Link 2026-02-15T00:07Z 11K followers, [----] engagements

"Former Portfolio Manager at $CSU on how software businesses go to zero "When software companies think that they know what their customers want quit listening to their customers and start listening to their developers that's when a company is most at risk of failing quick hard and fast." https://twitter.com/i/web/status/2023008965840244799 https://twitter.com/i/web/status/2023008965840244799"
X Link 2026-02-15T12:18Z 11K followers, 19.9K engagements

"$CPNG data leak sent shares down -50% Will this prove to be similar to Meta's Cambridge Analytica scandal https://t.co/AQfKfguKwd https://t.co/AQfKfguKwd"
X Link 2026-02-16T16:45Z 11K followers, [----] engagements

"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. https://speedwellsnippets.substack.com/p/speedwell-research-process-and-philosophy https://speedwellsnippets.substack.com/p/speedwell-research-process-and-philosophy"
X Link 2023-02-01T04:47Z 11K followers, 72.9K 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 11K followers, [----] engagements

"Former head of M&A at $CSU on why $CSU is less exposed to the AI threat compared to $ADBE $CRM $INTU "We will acquire the best one the second best one and so on until we have a significant chunk of the market with ourselves. At that point switching out becomes difficult.""
X Link 2026-02-04T12:18Z 11K followers, 16K engagements

"$CPNG down again on more data leak revelations Its also rumored the scrutiny they are facing is primarily because of Trumps new 25% tariff Coupang is considered an American Tech company and Kevin Warsh sits on their BoD"
X Link 2026-02-05T17:01Z 11K followers, [----] engagements

"At the extremes there are two strategies in retail: 1) work hard to get people to spend a lot for your product so you can charge a high price 2) work hard to get your product cost down so you can charge a low price"
X Link 2026-02-07T13:12Z 11K followers, [----] engagements

"Former VP at Global Payments on $FOUR competitive advantage in stadiums "When you're touching all those points and it's with one platform I think it's going to be hard for other competitors to go up against that.""
X Link 2026-02-09T13:21Z 11K followers, [----] engagements

"RT @DrewCohenMoney: If investors think the AI risk for $SPGI is about a better credit model than what S&P offers Ill make your argumen"
X Link 2026-02-15T06:39Z 11K followers, [--] engagements

"RT @Speedwell_LLC: Interesting how Adobe has become such a battle ground stock on whether AI will displace human work flows"
X Link 2026-02-15T09:07Z 11K followers, [--] engagements

"RT @CCM_Brett: On pace to be one of our most listened to episodes ever don't miss our discussion $CSU with @DrewCohenMoney from @Speedwell"
X Link 2026-02-15T17:20Z 11K followers, [--] engagements

"RT @QualityInvest5: Drew is 1-of-1 The level of quality across his Pod YouTube Newsletter and especially @Speedwell_LLC is unparalleled"
X Link 2026-02-16T00:12Z 11K followers, [--] engagements

"RT @Speedwell_LLC: $DUOL risk isnt AI"
X Link 2026-02-16T02:21Z 11K followers, [--] engagements

"Quote by @AlphaSenseInc https://www.alpha-sense.com/speedwell/ https://www.alpha-sense.com/speedwell/"
X Link 2026-02-16T14:12Z 11K followers, [---] engagements

""Ultimately $SPGI shareholders had to give away a third of a truly fantastic businesses (credit rating index Platts) in order to buff up offerings in their lowest margin and most competitive segment." @joecarlsonshow You are right that these aren't bad assets and there was a strategic rationale but that is a different question than whether investors were left better off from the acquisition. I am probably generally more pessimistic than you about the nature of bureaucratic businesses and @joecarlsonshow You are right that these aren't bad assets and there was a strategic rationale but that is"
X Link 2026-02-16T22:31Z 11K followers, [----] engagements

"Former Director at $CPNG on their key margin drivers"
X Link 2026-02-12T13:12Z 11K followers, [----] engagements

"$DUOL The thing I don't get about Duolingo has nothing to do with AI. The market sees a stock that's down or thinks there's some tenuous AI risk and that drove the sell-off (imo). I don't think AI apps or AI translation are the real threat. My concern is simply why growth has https://t.co/2yVgqxwrfy The thing I don't get about Duolingo has nothing to do with AI. The market sees a stock that's down or thinks there's some tenuous AI risk and that drove the sell-off (imo). I don't think AI apps or AI translation are the real threat. My concern is simply why growth has https://t.co/2yVgqxwrfy"
X Link 2026-02-15T04:46Z 11K followers, [----] engagements

"Quote by @AlphaSenseInc https://www.alpha-sense.com/speedwell/ https://www.alpha-sense.com/speedwell/"
X Link 2026-02-15T13:18Z 11K followers, [----] engagements

"$DUOL risk isnt AI The thing I don't get about Duolingo has nothing to do with AI. The market sees a stock that's down or thinks there's some tenuous AI risk and that drove the sell-off (imo). I don't think AI apps or AI translation are the real threat. My concern is simply why growth has https://t.co/2yVgqxwrfy The thing I don't get about Duolingo has nothing to do with AI. The market sees a stock that's down or thinks there's some tenuous AI risk and that drove the sell-off (imo). I don't think AI apps or AI translation are the real threat. My concern is simply why growth has"
X Link 2026-02-15T17:21Z 11K followers, [----] engagements

"Should I decrease my words per breath"
X Link 2026-02-17T00:22Z 11K followers, [---] engagements

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