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# ![@Speedwell_LLC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1566586267915075584.png) @Speedwell_LLC Speedwell Research

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

### Engagements: XXXXX [#](/creator/twitter::1566586267915075584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1566586267915075584/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +1.60%
- X Months XXXXXXXXX +42%
- X Year XXXXXXXXX +294%

### Mentions: XX [#](/creator/twitter::1566586267915075584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1566586267915075584/c:line/m:posts_active.svg)

- X Week XX +6.10%
- X Month XXX -XXXX%
- X Months XXX +200%
- X Year XXX +300%

### Followers: XXXXX [#](/creator/twitter::1566586267915075584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1566586267915075584/c:line/m:followers.svg)

- X Week XXXXX +0.37%
- X Month XXXXX +2.10%
- X Months XXXXX +26%
- X Year XXXXX +70%

### CreatorRank: XXXXXXX [#](/creator/twitter::1566586267915075584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1566586267915075584/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1566586267915075584/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[$csu](/topic/$csu) #20, [$csgp](/topic/$csgp) #1, [$lvmh](/topic/$lvmh) #1, [$cpng](/topic/$cpng) #38, [$cprt](/topic/$cprt) #77, [$apg](/topic/$apg) #1, [taiwan](/topic/taiwan) #1168, [head of](/topic/head-of) #794, [$rh](/topic/$rh) #9, [$meta](/topic/$meta) #278

**Top accounts mentioned or mentioned by**
[@themattharbaugh](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@chitchatstocks](/creator/undefined) [@bizalmanac](/creator/undefined) [@alphasenseinc](/creator/undefined) [@kb_india_bglr](/creator/undefined) [@libertyrpf](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@shawzieinvest](/creator/undefined) [@catnyanpital](/creator/undefined) [@chiekoboom](/creator/undefined) [@sleepwellcap](/creator/undefined) [@giganticbananas](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@louissalemy](/creator/undefined) [@invest091](/creator/undefined) [@tacticzh](/creator/undefined) [@mtnjpc](/creator/undefined) [@lou_mannheim](/creator/undefined) [@ccmbrett](/creator/undefined)

**Top assets mentioned**
[CoStar Group, Inc. (CSGP)](/topic/$csgp) [Coupang, Inc. (CPNG)](/topic/$cpng) [Copart, Inc. (CPRT)](/topic/$cprt) [APi Group Corporation (APG)](/topic/$apg) [RH (RH)](/topic/$rh) [Metadium (META)](/topic/$meta) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [CarMax, Inc (KMX)](/topic/$kmx) [Airbnb Inc (ABNB)](/topic/$abnb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Wall Street Memes (WSM)](/topic/$wsm) [Goldman Sachs (GS)](/topic/goldman-sachs) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVR, Inc. (NVR)](/topic/$nvr) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [TransDigm Group, Inc. (TDG)](/topic/$tdg)
### Top Social Posts [#](/creator/twitter::1566586267915075584/posts)
---
Top posts by engagements in the last XX hours

"$APG is a market leader in several B2B services and is rolling up multiple verticals at 5x EBITDA multiples They have good discipline too totally stepping out of market when PE firms were raising valuations to 11-12x Learn all about it below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979182886327640441) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T13:49Z 9703 followers, 8965 engagements


"Former director at $CASY on the advantages of self-distribution"  
[X Link](https://x.com/Speedwell_LLC/status/1979228008348041334) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T16:48Z 9703 followers, 4205 engagements


"🔹New Investor's Briefing Released🔹 In this briefing we cover: - Why the Fed targets X% inflation - $TSMC dismissed bubble fears - Warehouse market turns - New $CSGP threat Read or listen below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979528921902166469) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-18T12:44Z 9703 followers, 5888 engagements


"Former director at $CSGP on competitive advantages: "It's certainly one of the largest research operations in the country. That operation is obviously very hard to scale as a competitior and is a nice moat for them and also why they tend to be pretty litigious.""  
[X Link](https://x.com/Speedwell_LLC/status/1979590406925959418) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-18T16:48Z 9703 followers, 2451 engagements


"Curious if investors are a fan of such a large acquisition for Alimentation Couche-Tard $ATD"  
[X Link](https://x.com/Speedwell_LLC/status/1832434609331867802) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2024-09-07T15:03Z 9705 followers, 3448 engagements


"New $APG 2Q25 update is out Stock is up +51% YTD - Revenues reaccelerate +15% y/y - Organic safety revenue +6% - New 2028 long-term targets Read"  
[X Link](https://x.com/Speedwell_LLC/status/1951324136732508218) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-01T16:48Z 9706 followers, 2812 engagements


"Get the full $CSGP business recap below"  
[X Link](https://x.com/Speedwell_LLC/status/1960753776110743923) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-27T17:18Z 9701 followers, 1007 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](https://x.com/Speedwell_LLC/status/1965819686311928113) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-10T16:48Z 9706 followers, 5743 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](https://x.com/Speedwell_LLC/status/1971269062874292722) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-25T17:42Z 9705 followers, 13.5K engagements


"Yesterday over 6000+ investors read our latest Investor's Briefing newsletter. It's the quickest way to get caught up on everything that happened last week in markets. Missed it Read it below"  
[X Link](https://x.com/Speedwell_LLC/status/1972259599563563267) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-28T11:18Z 9705 followers, 4643 engagements


"$CSU M&A director on their advantage over copycats"  
[X Link](https://x.com/Speedwell_LLC/status/1973185904798830674) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-01T00:39Z 9705 followers, 3060 engagements


"$CSU M&A director on the difference between private equity and $CSU"  
[X Link](https://x.com/Speedwell_LLC/status/1973527976797986935) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-01T23:18Z 9705 followers, 2466 engagements


"$CSU M&A director on their advantage over copycats when a manager leaves"  
[X Link](https://x.com/Speedwell_LLC/status/1973805777350524938) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-02T17:42Z 9705 followers, 2878 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](https://x.com/Speedwell_LLC/status/1975339907133444337) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-06T23:18Z 9705 followers, 3378 engagements


"Charlie Munger on opportunity cost - 2003 Berkshire Hathaway AGM"  
[X Link](https://x.com/Speedwell_LLC/status/1975702279958220864) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T23:18Z 9701 followers, 3371 engagements


"Head of M&A at $CSU on pricing power"  
[X Link](https://x.com/Speedwell_LLC/status/1976259493613736381) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-09T12:12Z 9705 followers, 2692 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](https://x.com/Speedwell_LLC/status/1976803025520833004) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-11T00:12Z 9705 followers, 3122 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](https://x.com/Speedwell_LLC/status/1977709429375013159) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-13T12:14Z 9706 followers, 3115 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](https://x.com/Speedwell_LLC/status/1978170998890381459) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-14T18:48Z 9706 followers, 4932 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](https://x.com/Speedwell_LLC/status/1978493767960105388) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-15T16:10Z 9705 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](https://x.com/Speedwell_LLC/status/1978493775241490496) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-15T16:10Z 9706 followers, XXX 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](https://x.com/Speedwell_LLC/status/1978559171906732115) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-15T20:30Z 9706 followers, 1104 engagements


"@fahi778 @ErnestWongBWM Yeah the fresh food offering + their focus on small rural towns (under 20k population) means less competition a bit like Dollar General"  
[X Link](https://x.com/Speedwell_LLC/status/1978904966203941198) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-16T19:24Z 9700 followers, XX engagements


"Quote by @AlphaSenseInc Get a free-trial below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979243087143518467) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T17:48Z 9705 followers, 1267 engagements


"🎙*New Podcast* Perimeter Solutions ($PRM) 🔸$2bn market cap 🔸Sole provider of a key fire fighting ingredient 🔸Nick Howley (Transdigm founder) and William Thorndike (The Outsiders Author) 🔸13x normalized earnings History product competitve dynamics and more 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1869842395036299679) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2024-12-19T20:29Z 9706 followers, 14.9K engagements


"Just posted our 2Q25 business update on $APPF The stock was up +19% - Growth reaccerletating - Successful upselling - Updated valuation Read below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1951686554411295172) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-02T16:48Z 9707 followers, 2272 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"  
[X Link](https://x.com/Speedwell_LLC/status/1952160635896123433) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-04T00:12Z 9705 followers, 1512 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](https://x.com/Speedwell_LLC/status/1960035078983062009) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-25T17:42Z 9705 followers, 2991 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](https://x.com/Speedwell_LLC/status/1968105718717767952) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-17T00:12Z 9705 followers, 5539 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](https://x.com/Speedwell_LLC/status/1968635712439275985) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-18T11:18Z 9705 followers, 3818 engagements


"1/ The average lifespan of an S&P XXX business is XX years. The current S&P XXX multiple is 25x. So why is $LVMH at 22x depressed earnings Is there that much cynicism around how timeless this luxury conglomerates brands are A short thread on $LVMH 🧵👇"  
[X Link](https://x.com/Speedwell_LLC/status/1968749410910667058) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-18T18:50Z 9706 followers, 16.9K 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](https://x.com/Speedwell_LLC/status/1969374075203018921) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-20T12:12Z 9705 followers, 7605 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](https://x.com/Speedwell_LLC/status/1971617890139804011) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-26T16:48Z 9705 followers, 41.2K 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](https://x.com/Speedwell_LLC/status/1971910784302129599) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-27T12:12Z 9705 followers, 8662 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](https://x.com/Speedwell_LLC/status/1972091992222949490) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-28T00:12Z 9705 followers, 4533 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](https://x.com/Speedwell_LLC/status/1972342649697775676) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-28T16:48Z 9704 followers, 3618 engagements


"Former M&A director at $CSU on their preference for investment quality over business quality: "They would rather buy an average or poor-quality business at a great price than buy a great business but pay over the top for it. They measure their success on internal rate of return. That doesn't necessarily correlate with quality. Investment quality is most important to them.""  
[X Link](https://x.com/Speedwell_LLC/status/1972705033264202111) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-29T16:48Z 9707 followers, 36.7K 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](https://x.com/Speedwell_LLC/status/1974252743683432524) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-03T23:18Z 9706 followers, 3571 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](https://x.com/Speedwell_LLC/status/1974447511302525343) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-04T12:12Z 9705 followers, 11.5K 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](https://x.com/Speedwell_LLC/status/1974879355747668302) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-05T16:48Z 9705 followers, 4858 engagements


"Gary Friedman on expanding internationally in the right order $RH"  
[X Link](https://x.com/Speedwell_LLC/status/1975255355236954602) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-06T17:42Z 9707 followers, 2741 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](https://x.com/Speedwell_LLC/status/1975617725658533899) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T17:42Z 9705 followers, 2966 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](https://x.com/Speedwell_LLC/status/1975883489091133550) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-08T11:18Z 9705 followers, 2493 engagements


"Many think about leverage in terms of increasing financial returns but Mark Leonard points out that it decreases the willingness to take risks in business. $CSU"  
[X Link](https://x.com/Speedwell_LLC/status/1975980123145785762) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-08T17:42Z 9707 followers, 2167 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](https://x.com/Speedwell_LLC/status/1976427068104540393) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-09T23:18Z 9704 followers, 34K engagements


"Bernard Arnault noted in 2015 that there will be X very bad years every XX years. $LVMH"  
[X Link](https://x.com/Speedwell_LLC/status/1976649938344812690) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-10T14:04Z 9706 followers, 3973 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](https://x.com/Speedwell_LLC/status/1977067286864216412) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-11T17:42Z 9705 followers, 3527 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](https://x.com/Speedwell_LLC/status/1977165431585591484) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-12T00:12Z 9705 followers, 3609 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](https://x.com/Speedwell_LLC/status/1977180523014320338) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-12T01:12Z 9705 followers, 2768 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](https://x.com/Speedwell_LLC/status/1977792044945797393) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-13T17:42Z 9706 followers, 3049 engagements


"New $LVMH Business Recap released 🔺🔺🔺 🔷 27x earnings 🔷 Return to positive organic growth 🔷 Fashion & Leather Goods shows notable improvement Read the full recap below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1978798712122994848) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-16T12:22Z 9706 followers, 4778 engagements


"$LVMH +13% in the past couple days We outline why in this short recap below"  
[X Link](https://x.com/Speedwell_LLC/status/1978844285391835428) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-16T15:23Z 9706 followers, 3070 engagements


"*New Company Podcast on APi Group just dropped* 🔺🔺🔺 In this podcast on $APG we cover: - Early History - Industry Dynamics - TAM - Improving Service Mix - Competitive Advantages - Capital Allocation - Valuation & Risks And more Tune in below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1978858071603478805) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-16T16:18Z 9703 followers, 12.7K 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](https://x.com/Speedwell_LLC/status/1979125426090811822) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T10:00Z 9707 followers, XXX engagements


"Yesterday we released our 3Q25 Business Recap on $LVMH 🔷 27x earnings 🔷 Return to positive organic growth 🔷 Fashion & Leather Goods shows notable improvement Missed it Read it below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979144971631329491) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T11:18Z 9704 followers, 1802 engagements


"There's a lot of misconceptions about hedge funds. One of the most common ones is that their aim is to beat the market. In this video I breakdown why that isn't true and also talk about several common hedge fund strategies. 📺watch below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979200473312710988) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T14:58Z 9703 followers, 4246 engagements


"Yesterday over 6000+ investors read our latest Investor's Briefing newsletter. It's the quickest way to get caught up on everything that happened last week in markets. Missed it Read it below"  
[X Link](https://x.com/Speedwell_LLC/status/1979869733949231505) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-19T11:18Z 9703 followers, 3240 engagements


"$CSGP M&A and capital allocation record"  
[X Link](https://x.com/Speedwell_LLC/status/1960746233074487617) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-08-27T16:48Z 9703 followers, 4298 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](https://x.com/Speedwell_LLC/status/1965908360437661894) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-10T22:40Z 9703 followers, 9937 engagements


"$LVMH CEO Bernard Arnault on the difference between iPhones and Dom Prignon: "In XX years' time will the iPhone still be used Or the people who are making it today will they have found what will be at the cutting edge at that time But I believe I can say without being mistaken that in XX years' time we'll still be drinking Dom Prignon." - $LVMH 2012"  
[X Link](https://x.com/Speedwell_LLC/status/1971186019358626284) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-25T12:12Z 9703 followers, 3731 engagements


"All of the reasons not to do M&A as summarized by TransDigm $TDG"  
[X Link](https://x.com/Speedwell_LLC/status/1971993838756499928) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-09-27T17:42Z 9704 followers, 11K engagements


"Former account executive at $APPF on their low churn rate"  
[X Link](https://x.com/Speedwell_LLC/status/1973429811591680242) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-01T16:48Z 9703 followers, 3345 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](https://x.com/Speedwell_LLC/status/1973903932079444098) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-03T00:12Z 9703 followers, 3307 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](https://x.com/Speedwell_LLC/status/1975534680976838987) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T12:12Z 9704 followers, 2345 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](https://x.com/Speedwell_LLC/status/1975534898334113933) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T12:13Z 9704 followers, XXX 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](https://x.com/Speedwell_LLC/status/1975534912632393892) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T12:13Z 9704 followers, XXX engagements


"We dive deeper into SuperApps in this memo here 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1975534925215383942) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-07T12:13Z 9703 followers, XXX 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](https://x.com/Speedwell_LLC/status/1978493681763029003) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-15T16:10Z 9703 followers, 21.7K engagements


"$LVMH returned to positive organic growth of +1% y/y in 3Q25 after posted -X% y/y for the first half of the year. They noted that Europe and the US were stable with local demand supporting those markets"  
[X Link](https://x.com/Speedwell_LLC/status/1978963778726133983) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-16T23:18Z 9703 followers, 1762 engagements


"@AlphaSenseInc More on $CASY in this 🧵👇"  
[X Link](https://x.com/Speedwell_LLC/status/1979258186130498022) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-17T18:48Z 9703 followers, 1384 engagements


"I have never bought a share on speculation The moment that directors of a company begin to speculate in its stock the ruin of the company is not far away for it is impossible to serve both the company and the stock market. - Harvey Firestone (tire entrepreneur)"  
[X Link](https://x.com/Speedwell_LLC/status/1980050955824500943) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-19T23:18Z 9703 followers, 1718 engagements


"$LVMH CFO on business cyclicality "Our business as I said many times is not to forecast our business it's to adapt and this is what we are trying to do." - $LVMH 3Q24"  
[X Link](https://x.com/Speedwell_LLC/status/1980245712404189526) [@Speedwell_LLC](/creator/x/Speedwell_LLC) 2025-10-20T12:12Z 9703 followers, 1237 engagements