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@Speedwell_LLC Avatar @Speedwell_LLC Speedwell Research

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

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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% cryptocurrencies #4071 luxury brands XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX%

Social topic influence $prm #29, business 15.48%, $appf #2, $cprt #61, $lvmh #1, $csu #10, $apg #3, ceo 5.95%, luxury 4.76%, if you XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @fundasyinvestor @invest091 @thedarkonexx @sempiternoinv @patienceisking @32amab @sleepwellcap @qualitydivgro @fromvalue @rahulsetty @rahulsetty_ @max_katzenstein @potentate @bondkingjanush1 @raphisavitz @lesser_son @shivamkashan @george_thomp123 @vivekchirps

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

Top Social Posts

Top posts by engagements in the last XX hours

"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, 2051 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, 6384 engagements

"Fun thread on $FOUR and their unique strategy/ value prop"
X Link 2025-12-11T17:26Z 10.1K followers, 3639 engagements

"$APG CEO on M&A "We continue to execute our M&A plan completing X bolt-on acquisitions in the quarter bringing our total for the year to XX completed bolt-on acquisitions. We remain on track to deploy approximately $XXX million in bolt-on M&A at attractive multiples this year. Our value proposition as a forever home for their team continues to resonate with sellers.""
X Link 2025-10-30T20:02Z 10.1K followers, 1860 engagements

"$LVMH CEO Bernard Arnault: 🔶🔶🔶 🔶 I'm going to say something that you might not like. It's that I never look at the share price. In fact I never sell shares either. So I advise you to do the same because I have colleagues employees people who hold shares. But I see from time to time that they sell them but you you're making a mistake wait and adopt a long-term perspective and not think short term. That's why in a company such as ours we must think the long term and that's how we can do outstanding things because the economic result can't be a target. The profit really is a consequence of"
X Link 2025-12-01T12:18Z 10.1K followers, 5473 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, 1589 engagements

"Director of Global Technology at Cushman & Wakefield believes scaling beyond XXX units per customer will become a challenge for $APPF"
X Link 2025-09-20T17:42Z 10.1K followers, 3242 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

"Former account executive at $APPF on their low churn rate"
X Link 2025-10-01T16:48Z 10.1K followers, 3808 engagements

"Units under management grew 100k q/q to 8.9mn Total customers were up +6% y/y to 21403 We may start to see unit growth outpace customers but that hasn't happened yet $APPF"
X Link 2025-10-13T12:14Z 10.1K followers, 3424 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 10.1K followers, 7426 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

"$APPF 3Q25 Business Recap Released 🔹Revenue accelerates (again) to +21% y/y 🔹Value Added services grew +22% y/y 🔹Core Services grew +17% y/y 🔹Total units grew to 9.1mn Read the full $APPF business recap below 👇"
X Link 2025-11-04T17:48Z 10.1K followers, 1916 engagements

"$APPF units under management grew 200k q/q to 9.1mn Total customer also rose +7% y/y to 21759"
X Link 2025-11-05T13:12Z 10.1K followers, 2375 engagements

"Read the full $APPF 3Q25 business recap below for more insights👇"
X Link 2025-11-05T14:12Z 10.1K followers, XXX engagements

"For more insights on $PRM check out our 3Q25 business update on them here 👇"
X Link 2025-11-14T00:20Z 10.1K followers, XXX 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 10.1K followers, 1380 engagements

"Watch the full conversation on $LVMH below 👇"
X Link 2025-11-20T18:42Z 10.1K followers, XXX 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, 9640 engagements

"Read our latest thoughts on $CPRT in our business update 👇"
X Link 2025-11-25T14:12Z 10.1K followers, 1001 engagements

"Units on Plus/Max tiers increased from XX% to XX% since 2022. XX% customers now use AppFolios Realm AI tools which is up from XX% three years ago. This has led to average revenue per unit (ARPU) growing from $XX in 2022 to $XXX today. $APPF 2025 Investor Meeting"
X Link 2025-11-26T17:48Z 10.1K followers, 1602 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, 3369 engagements

"Listen Spotify: Listen Apple:"
X Link 2025-12-04T13:12Z 10.1K followers, XXX 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 $X to $X 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 XX% or more of our revenue coming from inspection service and monitoring. And that's going to have a powerful impact on our margins.""
X Link 2025-12-04T18:42Z 10.1K followers, 2016 engagements

"@QualityDivGro @FundasyInvestor Thanks for the mention"
X Link 2025-12-05T01:42Z 10.1K followers, XXX 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, 2195 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

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

"$APG CEO Russell Becker on how the big spend in data centers is creating a lot of new opportunities for APi Group: "Data center semiconductors advanced manufacturing all are really providing robust opportunities for us and we're just trying to make sure that we're smart so that we can get the gross margins on the work that we really need to get for that work to be beneficial to the company and ultimately to our shareholders.""
X Link 2025-10-13T17:42Z 10.1K followers, 3245 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, 2222 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, 3111 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, 1643 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, 5268 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, 3446 engagements

"I had a wide-ranging conversation with a board member at Prada on the status of the luxury industry and what it means for $LVMH You can listen to our conversation below 👇"
X Link 2025-12-02T19:42Z 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, 2272 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, 1864 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, 2706 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, 6588 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, 2167 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, 3135 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, XXX engagements

"$PRM does stock repurchases the right way"
X Link 2025-09-04T23:18Z 10.1K followers, 16.4K 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, 2980 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, 3565 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, 4774 engagements

"How the insurance company decides to total a car. $CPRT"
X Link 2025-11-25T13:12Z 10.1K followers, 7736 engagements

"Board member at Prada on $LVMH competitive advantage I think that the great advantage they have over everyone because of their size is the nurturing of talent and the ability to move executives and creatives from one brand to the other. I dont really think any other group not even Kering has the ability to attract talent.""
X Link 2025-12-02T18:42Z 10.1K followers, 5805 engagements

"Bernard Arnault laying out their brand philosophy for the $LVMH in a 4Q17 analyst call: ********** "Vuitton remains a company whose fundamental goal even the figures are very good is not revenue the fundamental goal is the desirability of for the brand. And what I am interested in at Vuitton is not its size is that Louis Vuitton in XX years' time should be the most desirable brand in the world even if there are some smaller brands that are growing very fast et cetera. What I wish is that Vuitton should remain the most desirable from that we won't depart from our strategy. Our strategy that"
X Link 2025-12-03T12:18Z 10.1K followers, 2404 engagements

"Former manager at $EVO on Asia developments"
X Link 2025-12-05T17:48Z 10.1K followers, 4998 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, 5522 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, 4189 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, 3504 engagements

"Complexitiy of managing a restauraunt $TOST"
X Link 2025-12-11T04:42Z 10.1K followers, 3212 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

"I would say it solves a problem for a merchant that still wants to support legacy systems (caveat that for the most complex enterprise customers there is often no better option) Its a mix of integrated/ open platform which works for those customers but that value prop drops a lot if you go to mid market or smb where fully integrated is better. They have SkyTab for those customers but it isnt as good as Toast for restaurants or Square for the super small merchants My understanding is that they are really only winning SMB when they compete on price/ free hardware (and their CACs are worse"
X Link 2025-12-11T16:54Z 10.1K followers, XXX engagements

""We find it fascinating that the market chooses to reward companies that set remarkably low expectations and slightly beat them versus setting high expectations as we do and at times miss them while still meaningfully outperforming our industry." - Gary Friedman $RH 3Q25"
X Link 2025-12-12T17:48Z 10.1K followers, 1664 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, 5776 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, 3600 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, 8499 engagements

"Former VP at $LVMH on what qualifies a luxury brand "What qualifies these brands as luxury is a heritage of hundreds of years. I believe those brands as long as they stay true to what their brand heritage and values and indentity really are they'll come back around in time.""
X Link 2025-12-09T13:12Z 10.1K followers, 1968 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

"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, 21.1K engagements

"@RahulSetty_ @FundasyInvestor @Sempiterno_Inv If you were starting a new restauraunt why would you go with Skytab versus Toast"
X Link 2025-12-11T18:57Z 10.1K followers, XXX engagements

"Former VP at Global Payments on $FOUR competitive advantage in stadiums "When you're touching all those points and its's with one platform I think it's going to be hard for other competitors to go up against that.""
X Link 2025-12-12T12:18Z 10.1K followers, 5774 engagements

"Mobile apps are infamously bad businesses. They are easy to make easy to rip-off and hard to distribute. How did this app achieve a $1bn in revenues And is the 60%+ stock drop a sign of more pain to come. Or an opportunity Watch below"
X Link 2025-12-12T21:01Z 10.1K followers, 1926 engagements

"How revenue recognition changes when moving from on-prem to the cloud. From $TYL but also generally applicable to $CSU"
X Link 2025-12-13T13:12Z 10.1K followers, XXX engagements