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

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

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

- [--] Week [-------] +97%
- [--] Month [-------] +57%
- [--] Months [---------] +18%
- [--] Year [---------] +225%

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

- [--] Week [--] -77%
- [--] Month [---] -9.80%
- [--] Months [---] +74%
- [--] Year [-----] +331%

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

- [--] Week [------] +1.70%
- [--] Month [------] +5.30%
- [--] Months [------] +18%
- [--] Year [------] +59%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  55.84% [finance](/list/finance)  22.08% [technology brands](/list/technology-brands)  21.43% [luxury brands](/list/luxury-brands)  7.14% [automotive brands](/list/automotive-brands)  3.9% [fashion brands](/list/fashion-brands)  1.95% [cryptocurrencies](/list/cryptocurrencies)  1.3% [currencies](/list/currencies)  1.3% [social networks](/list/social-networks)  0.65% [products](/list/products)  0.65%

**Social topic influence**
[$csu](/topic/$csu) #4, [business](/topic/business) 17.53%, [ai](/topic/ai) 14.29%, [$meta](/topic/$meta) #77, [meta](/topic/meta) #3859, [$evo](/topic/$evo) #26, [$appf](/topic/$appf) #1, [$prm](/topic/$prm) 5.84%, [$cprt](/topic/$cprt) #123, [$fnd](/topic/$fnd) 5.19%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@chitchatstocks](/creator/undefined) [@reignots](/creator/undefined) [@william_r2rclub](/creator/undefined) [@alphasenseinc](/creator/undefined) [@sashinvesting](/creator/undefined) [@bizalmanac](/creator/undefined) [@tbstockinvestor](/creator/undefined) [@speedwellllc](/creator/undefined) [@jsiegel88](/creator/undefined) [@iramneek](/creator/undefined) [@qualityinvest5](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@kairospraxis](/creator/undefined) [@revnoproduction](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@mrmoativator](/creator/undefined) [@ccmbrett](/creator/undefined) [@atelicinvest](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Evotec SE (EVO)](/topic/$evo) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Copart, Inc. (CPRT)](/topic/$cprt) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [RH (RH)](/topic/$rh) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Coupang, Inc.  (CPNG)](/topic/$cpng) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Ferrari N.V. (RACE)](/topic/$race) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Adobe, Inc. (ADBE)](/topic/$adbe) [4 (FOUR)](/topic/$four) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Spotify Technology (SPOT)](/topic/$spot) [Autozone Inc (AZO)](/topic/autozone) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Salesforce Inc (CRM)](/topic/$crm) [Intuit Inc. (INTU)](/topic/$intu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/Speedwell_LLC/status/2022144602388803591)  2026-02-13T03:03Z 10.9K followers, 20.9K 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](https://x.com/Speedwell_LLC/status/1983939048931459441)  2025-10-30T16:48Z 10.8K 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](https://x.com/Speedwell_LLC/status/1984276034372681751)  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](https://x.com/Speedwell_LLC/status/1985417265722937667)  2025-11-03T18:42Z 10.8K 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](https://x.com/Speedwell_LLC/status/1989488093766795708)  2025-11-15T00:18Z 10.8K 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](https://x.com/Speedwell_LLC/status/1994477190251950206)  2025-11-28T18:43Z 10.8K followers, [----] engagements


"Former manager at $FND details that even they underestimated the pull forward of sales during COVID. However they see this returning to normal in the coming months"  
[X Link](https://x.com/Speedwell_LLC/status/1995188143750787565)  2025-11-30T17:48Z 10.8K followers, [----] engagements


"Former manager at $FND on mature store earnings: "I would still say that long term at [---] stores I think the chain really is about on average $25 million per unit. You won't have too many stores that are way above it because the stores really are designed to operate in that $25 million-$30 million product flow through level." https://twitter.com/i/web/status/1995564135203913791 https://twitter.com/i/web/status/1995564135203913791"  
[X Link](https://x.com/Speedwell_LLC/status/1995564135203913791)  2025-12-01T18:42Z 10.7K 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](https://x.com/Speedwell_LLC/status/1998004191889932430)  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](https://x.com/Speedwell_LLC/status/2001732278775316960)  2025-12-18T19:12Z 10.8K 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](https://x.com/Speedwell_LLC/status/2004903140890460485)  2025-12-27T13:12Z 10.9K 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](https://x.com/Speedwell_LLC/status/2007802245375479845)  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](https://x.com/Speedwell_LLC/status/2008151079599398944)  2026-01-05T12:18Z 10.8K followers, 10.9K 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](https://x.com/Speedwell_LLC/status/2008993078842147180)  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](https://x.com/Speedwell_LLC/status/2009667442893869296)  2026-01-09T16:43Z 10.9K 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](https://x.com/Speedwell_LLC/status/2012137334540562672)  2026-01-16T12:18Z 10.8K followers, [----] engagements


"VP of Digital and Media at $LVMH on luxury: "luxury brands are very good at telling a story and making or creating a desire for products that you do not need. They're not functional products they're not foundational products. You can survive without an LV bag or Dior bag. 🧵👇"  
[X Link](https://x.com/Speedwell_LLC/status/2014325277451546649)  2026-01-22T13:12Z 10.8K followers, [----] engagements


"Average operating profit per vehicle for 2024: Ford: $2.5k BMW: $5.3k Ferrari: $142k One is not like the other. $RACE"  
[X Link](https://x.com/Speedwell_LLC/status/2014748851467698377)  2026-01-23T17:15Z 10.7K 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](https://x.com/Speedwell_LLC/status/2015761229189419449)  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](https://x.com/Speedwell_LLC/status/2016316033829937157)  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](https://x.com/Speedwell_LLC/status/2016321837228310886)  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](https://x.com/Speedwell_LLC/status/2016486013028229359)  2026-01-28T12:18Z 10.9K followers, [----] engagements


"If you liked this you would enjoy this memo 👇 We draw on our 85-page $CPRT report to distill down [--] lessons we learned from studying Founder Willis Johnson and Jay Adair. https://www.speedwellmemos.com/p/10-lessons-from-coparts-40-yearsutm_source=publication-search https://www.speedwellmemos.com/p/10-lessons-from-coparts-40-yearsutm_source=publication-search"  
[X Link](https://x.com/Speedwell_LLC/status/2016501102405988756)  2026-01-28T13:18Z 10.7K followers, [---] engagements


"A beautiful ROIC chart $RACE"  
[X Link](https://x.com/Speedwell_LLC/status/2016581336560226713)  2026-01-28T18:37Z 10.8K followers, [----] engagements


"$META history in one chart"  
[X Link](https://x.com/Speedwell_LLC/status/2017210765569102189)  2026-01-30T12:18Z 10.8K followers, [----] engagements


"Deep dive on Cadence $CDNS https://t.co/07fs10gVb3 https://t.co/07fs10gVb3"  
[X Link](https://x.com/Speedwell_LLC/status/2017345169134334020)  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](https://x.com/Speedwell_LLC/status/2017586754388156633)  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](https://x.com/Speedwell_LLC/status/2018031824422007087)  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](https://x.com/Speedwell_LLC/status/2018444389992067385)  2026-02-02T22:00Z 10.9K followers, [----] engagements


"$META explained in one chart"  
[X Link](https://x.com/Speedwell_LLC/status/2018673908132503675)  2026-02-03T13:12Z 10.9K 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](https://x.com/Speedwell_LLC/status/2019022707438805308)  2026-02-04T12:18Z 10.9K followers, 15.9K engagements


"Listen Spotify: Listen Apple: https://podcasts.apple.com/us/podcast/monologue-csu-comments-plus-appfolio-meta-lvmh-updates/id1699073398i=1000748366442 https://open.spotify.com/episode/59IX59jOUmNy16tPmqjc4rsi=30e92fe899664a7a https://podcasts.apple.com/us/podcast/monologue-csu-comments-plus-appfolio-meta-lvmh-updates/id1699073398i=1000748366442 https://open.spotify.com/episode/59IX59jOUmNy16tPmqjc4rsi=30e92fe899664a7a"  
[X Link](https://x.com/Speedwell_LLC/status/2019430951265157210)  2026-02-05T15:20Z 10.7K followers, [---] 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](https://x.com/Speedwell_LLC/status/2019456345976762795)  2026-02-05T17:01Z 10.9K followers, [----] engagements


"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"  
[X Link](https://x.com/Speedwell_LLC/status/2019471506762269103)  2026-02-05T18:01Z 10.7K 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](https://x.com/Speedwell_LLC/status/2019483125135601836)  2026-02-05T18:47Z 10.9K 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](https://x.com/Speedwell_LLC/status/2019511753869254759)  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](https://x.com/Speedwell_LLC/status/2019517985585787245)  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](https://x.com/Speedwell_LLC/status/2019524058220490763)  2026-02-05T21:30Z 10.7K 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](https://x.com/Speedwell_LLC/status/2019524064637751391)  2026-02-05T21:30Z 10.7K followers, [----] engagements


"$META Capex to D&A ratio increased to 3.9x from 2.5x. Depreciation is mathematically going to continue to be a strong headwind to earnings going forward. It is a 4-5 year period before the new elevated capex rate is incorporated into their depreciation expense"  
[X Link](https://x.com/Speedwell_LLC/status/2019763085221748982)  2026-02-06T13:20Z 10.7K followers, [----] engagements


"@SashInvesting Good Bloomberg article on them released the other day"  
[X Link](https://x.com/Speedwell_LLC/status/2019777680166588547)  2026-02-06T14:18Z 10.7K followers, [--] engagements


"Today I learned that Adobe didn't create photoshop. I always get asked how I start my research. At the beginning. https://t.co/8luyyArpPc I always get asked how I start my research. At the beginning. https://t.co/8luyyArpPc"  
[X Link](https://x.com/Speedwell_LLC/status/2019820715437101549)  2026-02-06T17:09Z 10.8K followers, [----] 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](https://x.com/Speedwell_LLC/status/2019850643008286731)  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](https://x.com/Speedwell_LLC/status/2019972145804394810)  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](https://x.com/Speedwell_LLC/status/2020164453837217933)  2026-02-07T15:55Z 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](https://x.com/Speedwell_LLC/status/2020187807034306757)  2026-02-07T17:28Z 10.8K followers, [---] 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](https://x.com/Speedwell_LLC/status/2020244650880270529)  2026-02-07T21:13Z 10.8K followers, 21.9K 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](https://x.com/Speedwell_LLC/status/2020485829987078276)  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](https://x.com/Speedwell_LLC/status/2020500968148713709)  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](https://x.com/Speedwell_LLC/status/2020538310028877936)  2026-02-08T16:40Z 10.8K followers, [---] engagements


"$NFLX analysis https://t.co/urBsitcz0z https://t.co/urBsitcz0z"  
[X Link](https://x.com/Speedwell_LLC/status/2020907858582200336)  2026-02-09T17:09Z 10.9K 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](https://x.com/Speedwell_LLC/status/2021117063582957896)  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](https://x.com/Speedwell_LLC/status/2021293674890461640)  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](https://x.com/Speedwell_LLC/status/2021293679344767401)  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](https://x.com/Speedwell_LLC/status/2021329542204526718)  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](https://x.com/Speedwell_LLC/status/2021600276159856943)  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](https://x.com/Speedwell_LLC/status/2021614799197508007)  2026-02-11T15:58Z 10.9K 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](https://x.com/Speedwell_LLC/status/2021615235501810144)  2026-02-11T16:00Z 10.9K 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](https://x.com/Speedwell_LLC/status/2021615914500989399)  2026-02-11T16:02Z 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](https://x.com/Speedwell_LLC/status/2021638006281572677)  2026-02-11T17:30Z 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](https://x.com/Speedwell_LLC/status/2021638007661408584)  2026-02-11T17:30Z 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](https://x.com/Speedwell_LLC/status/2021675761338302644)  2026-02-11T20:00Z 10.9K followers, [---] engagements


"@JSiegel88 @atelicinvest I like TransDigm describing all price increases as value based pricing"  
[X Link](https://x.com/Speedwell_LLC/status/2022337815531635088)  2026-02-13T15:51Z 10.9K 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](https://x.com/Speedwell_LLC/status/2020184353356279837)  2026-02-07T17:14Z 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](https://x.com/Speedwell_LLC/status/2022364892985200965)  2026-02-13T17:38Z 10.9K followers, [---] 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](https://x.com/Speedwell_LLC/status/1762848716908798007)  2024-02-28T14:34Z 10.9K followers, 33.2K 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](https://x.com/Speedwell_LLC/status/1994843658072592870)  2025-11-29T18:59Z 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](https://x.com/Speedwell_LLC/status/2019398699911090434)  2026-02-05T13:12Z 10.9K 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](https://x.com/Speedwell_LLC/status/2019430945875472594)  2026-02-05T15:20Z 10.9K followers, [----] engagements


"Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY"  
[X Link](https://x.com/Speedwell_LLC/status/2019834046671384940)  2026-02-06T18:02Z 10.9K followers, 18.2K 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](https://x.com/Speedwell_LLC/status/2021246905754304956)  2026-02-10T15:36Z 10.9K 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](https://x.com/Speedwell_LLC/status/2022010006934368620)  2026-02-12T18:08Z 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](https://x.com/Speedwell_LLC/status/2022211809277583423)  2026-02-13T07:30Z 10.9K followers, [----] engagements


"@Reignots How are they actually disrupted in the workflow process"  
[X Link](https://x.com/Speedwell_LLC/status/2022363538480824606)  2026-02-13T17:33Z 10.9K 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](https://x.com/Speedwell_LLC/status/1620645007299575808)  2023-02-01T04:47Z 10.9K followers, 72.6K engagements


"All of the reasons not to do M&A as summarized by TransDigm $TDG"  
[X Link](https://x.com/Speedwell_LLC/status/1971993838756499928)  2025-09-27T17:42Z 10.9K 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](https://x.com/Speedwell_LLC/status/1977709429375013159)  2025-10-13T12:14Z 10.9K 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](https://x.com/Speedwell_LLC/status/1993738597137051804)  2025-11-26T17:48Z 10.9K 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](https://x.com/Speedwell_LLC/status/1996917028423094709)  2025-12-05T12:18Z 10.9K followers, [----] 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](https://x.com/Speedwell_LLC/status/1998887765510177116)  2025-12-10T22:49Z 10.9K 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](https://x.com/Speedwell_LLC/status/2013949274619367896)  2026-01-21T12:18Z 10.9K followers, [----] engagements


"$CSU dropped 5% today so it became a 5% worse business That's how the stock market works right"  
[X Link](https://x.com/Speedwell_LLC/status/2021624251430903955)  2026-02-11T16:35Z 10.9K followers, 15.9K 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](https://x.com/Speedwell_LLC/status/1998867573929103578)  2025-12-10T21:29Z 10.9K followers, [----] engagements


"Sometimes investors read too much into Form 4s. Even some of the best managers are in it for the money. $TDG"  
[X Link](https://x.com/Speedwell_LLC/status/2008332249209487531)  2026-01-06T00:18Z 10.9K followers, 11.2K 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](https://x.com/Speedwell_LLC/status/2009089283794325732)  2026-01-08T02:26Z 10.9K followers, 13.6K 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](https://x.com/Speedwell_LLC/status/2020850574380433592)  2026-02-09T13:21Z 10.9K followers, [----] engagements


"Former Director at $CPNG on their key margin drivers"  
[X Link](https://x.com/Speedwell_LLC/status/2021935385949937711)  2026-02-12T13:12Z 10.9K followers, [----] engagements


"$ABNB reaccelerated GBV to +13% y/y up 100bps sequentially Nights booked increased 100bps to +10% y/y"  
[X Link](https://x.com/Speedwell_LLC/status/2022057473520365708)  2026-02-12T21:17Z 10.9K 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](https://x.com/Speedwell_LLC/status/2022131108859826308)  2026-02-13T02:10Z 10.9K 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](https://x.com/Speedwell_LLC/status/2022135020933271853)  2026-02-13T02:25Z 10.9K followers, [----] 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](https://x.com/Speedwell_LLC/status/2022284185444979105)  2026-02-13T12:18Z 10.9K followers, 27.5K 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](https://x.com/Speedwell_LLC/status/2022345457012551687)  2026-02-13T16:21Z 10.9K 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](https://x.com/Speedwell_LLC/status/2022354880237834733)  2026-02-13T16:59Z 10.9K followers, [----] 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](https://x.com/Speedwell_LLC/status/2022707829573062758)  2026-02-14T16:21Z 10.9K followers, [----] 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](https://x.com/Speedwell_LLC/status/2022825120663023668)  2026-02-15T00:07Z 10.9K followers, [----] engagements


"$LVMH took a 14.2% stake in Herms in [----]. They added for [--] years to own 23%. That $RMS investment would have been about a 9x vs. 2.5x for LVMH over the same period. Today that stake would have been worth $65bn or about 25% of LV's market cap. Instead though. 1/x 👇"  
[X Link](https://x.com/anyuser/status/1940088769656627592)  2025-07-01T16:43Z 10.9K followers, 32.3K engagements


"$LVMH CEO Bernard Arnault on taking on the long-term view as owner-operators: "We're a family business and the fact that we're a family business allows us to take a long-term perspective that's vital in our business. And analysts here mustn't expect us to look at the quarter with the share price for the next [--] months." - $LVMH '19FY earnings call"  
[X Link](https://x.com/Speedwell_LLC/status/1942264443003408422)  2025-07-07T16:48Z 10.9K 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](https://x.com/Speedwell_LLC/status/1942543773361193232)  2025-07-08T11:18Z 10.9K followers, 44.5K engagements


"Terry Smith is making the opposite point he intends to if you extrapolate his math out: A 2.3% lower annual return is the difference between: a 8100x return And a 1460x return Thats 80% less. "If you bought the S&P [---] at a P/E of 5.3x in [----] and sold it in [----] at a P/E of 34x your annual return would have been 11.6%. Only 2.3% p.a. came from the massive increase in P/E. The rest of your return came from the companies earnings and reinvestments." - Terry Smith "If you bought the S&P [---] at a P/E of 5.3x in [----] and sold it in [----] at a P/E of 34x your annual return would have been 11.6%."  
[X Link](https://x.com/anyuser/status/1942699958832189583)  2025-07-08T21:38Z 10.9K followers, 14.2K engagements


"If you could ask a head of M&A at $CSU anything what would it be (This isn't hypothetical. more to come soon)"  
[X Link](https://x.com/anyuser/status/1943062666433696208)  2025-07-09T21:40Z 10.9K followers, 14.9K engagements


"$META history in one chart"  
[X Link](https://x.com/anyuser/status/1944089978511773973)  2025-07-12T17:42Z 10.9K followers, 12.8K engagements


"One of the clearest explanations of the $EVO Asia Cyber Attacks from a former Evolution Executive of [--] years "It's not complicated it's very expensive.""  
[X Link](https://x.com/anyuser/status/1944480151561269494)  2025-07-13T19:32Z 10.9K followers, 32.6K engagements


"$LVMH CEO Bernard Arnault on the difference between iPhones and Dom Prignon: "In [--] 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 [--] years' time we'll still be drinking Dom Prignon." - $LVMH 2012"  
[X Link](https://x.com/Speedwell_LLC/status/1948342034445554171)  2025-07-24T11:18Z 10.9K followers, 20.2K engagements


"7 Takeaways from our 2Q25 Business Update on $EVO"  
[X Link](https://x.com/Speedwell_LLC/status/1948704454359863517)  2025-07-25T11:18Z 10.9K followers, 10.8K engagements


"A 155000% return. $AXON is one of the highest returning stocks of all time. Yet people don't even know the man who founded and led the company since [----]. Here are [--] lessons from Axon's billionaire founder Rick Smith 🧵"  
[X Link](https://x.com/Speedwell_LLC/status/1952773713855737923)  2025-08-05T16:48Z 10.9K followers, 21.9K engagements


"$META depreciation to capex ratio increased to 3.8x from 2.2x. We have constantly been drawing attention to this because 1) Mathematically it means that depreciation is going to continue to rise 2) It is likely earnings are overstated"  
[X Link](https://x.com/Speedwell_LLC/status/1954864983222706416)  2025-08-11T11:18Z 10.9K followers, 154.1K engagements


"It's always interesting to discover how public perception of a business is inaccurate. While researching $LVMH I learned these [--] surprising things about Herms: 🧵👇"  
[X Link](https://x.com/Speedwell_LLC/status/1955297342468559299)  2025-08-12T15:56Z 10.9K followers, 13.5K engagements


"$META history in one chart"  
[X Link](https://x.com/anyuser/status/1957401688161071125)  2025-08-18T11:18Z 10.9K followers, 52.2K engagements


"$META explained in one chart"  
[X Link](https://x.com/anyuser/status/1959938401827746173)  2025-08-25T11:18Z 10.9K followers, 29.4K engagements


"Copied everything but the results. Mohnish Pabrais [--] Mental Models for Lollapalooza Business Results 🚀👇 #1: Be a Shameless Cloner https://t.co/TtTKSzMHYf Mohnish Pabrais [--] Mental Models for Lollapalooza Business Results 🚀👇 #1: Be a Shameless Cloner https://t.co/TtTKSzMHYf"  
[X Link](https://x.com/anyuser/status/1960421677327663559)  2025-08-26T19:18Z 10.9K followers, 25K engagements


"How do you value a stock For us the reverse DCF is a great way to find implied returns that an investor could expect to earn Here's how we valued $META when it was trading at $130/share"  
[X Link](https://x.com/anyuser/status/1962475118367576481)  2025-09-01T11:18Z 10.9K followers, 25.9K engagements


"$CSU Mark Leonard on how to cut through the AI noise "It's really important to dig in and try and understand to be an anthropologist to observe and test the claims that you hear. And try to understand the current state of the art." - $CSU Investor Update"  
[X Link](https://x.com/Speedwell_LLC/status/1970168304376463830)  2025-09-22T16:48Z 10.9K followers, 10.5K engagements


"$CSU at 32x FCF. This was 51x a little over a year ago"  
[X Link](https://x.com/Speedwell_LLC/status/1970552805179171166)  2025-09-23T18:16Z 10.9K followers, 18.1K 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)  2025-09-29T16:48Z 10.9K followers, 37.4K engagements


"Turns out Evolutions largest competitor PlayTech was behind the report that said you could play $EVO games in Iran. It gives credence to Evolution (who was taking A LOT of market share from Playtech) that the report was just to smear them. Best possible outcome for $EVVTY"  
[X Link](https://x.com/Speedwell_LLC/status/1980641406369837475)  2025-10-21T14:24Z 10.9K followers, [----] engagements


"$META history in one chart"  
[X Link](https://x.com/anyuser/status/1985320625661985179)  2025-11-03T12:18Z 10.9K followers, 57.3K engagements


"Still love that this is the first slide in Coupang's investor presentation $CPNG"  
[X Link](https://x.com/anyuser/status/1985861973981212677)  2025-11-05T00:09Z 10.9K followers, 12.9K engagements


"Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the issue is you can't wedge customers from their existing solutions. AI lowers cost to produce software but that doesn't offer any incremental value to existing clients And offering them cheaper software is not sufficient to get them to move as the current software cost is a small portion of overal expenses. Your unproven product can't alleviate concerns that your new software won't crash which will cost them far more than they ever will save from switching."  
[X Link](https://x.com/Speedwell_LLC/status/1985865091338895745)  2025-11-05T00:21Z 10.9K followers, 23.2K engagements


"A quick rant for all those that think AI is enough to build a new business and steal Constellation's customers. $CSU @RelaDep @arny_trezzi @FromValue Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the issue is you can't wedge customers from their existing solutions. AI lowers cost to produce software but that doesn't offer any incremental @RelaDep @arny_trezzi @FromValue Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the"  
[X Link](https://x.com/Speedwell_LLC/status/1985865525101297672)  2025-11-05T00:23Z 10.9K followers, 18.5K engagements


"$CSU is about 60% higher from when we first wrote our research report. BUT their valuation has compressed almost 30% since then. Free cash flow is up over 110% The market is freaked out about AI risk but should you be Find out in our $CSU research report below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1986497846837977375)  2025-11-06T18:16Z 10.9K followers, 14.6K engagements


"Head of M&A at $CSU on switching costs "It's very rare that a client will come to Constellation out of the blue and say 'Listen we're leaving because we found something better or we found something cheaper.' A lot of these clients have been with the company for a long time so the relationships are a lot deeper than that.""  
[X Link](https://x.com/Speedwell_LLC/status/1989752365948277092)  2025-11-15T17:48Z 10.9K followers, 11.4K engagements


"Quote on $CSU from our latest Briefing: "Constellation remains extremely disciplined on price. Hurdle rates for deals are set based on the targets net recurring revenue: below $1 mn NRR 30%; $14 mn 25%; above $4 mn 20%. He told a story that if his modeled IRR comes in even slightly below the threshold say 19.5% versus a 20% hurdle the deal is rejected with very little tolerance for tweaking assumptions." More on $CSU 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1990114718174806140)  2025-11-16T17:48Z 10.9K followers, 11.7K engagements


"Gary Friedman asked his team at $RH to analyze their $GOOG spend efficacy. The result 98% of key words were Restoration Hardware and the [--] ways to spell it wrong"  
[X Link](https://x.com/Speedwell_LLC/status/1628090707197177861)  2023-02-21T17:54Z 10.9K followers, 292.6K engagements


"1/ $CPNG is -10% since reporting 4Q22. This unprofitable growth company grew revenues just +5% y/y. And active customers growth slowed to just +1%. It looks bad well until you actually look Coupang business update"  
[X Link](https://x.com/Speedwell_LLC/status/1631434027109613568)  2023-03-02T23:19Z 10.9K followers, 35.7K engagements


"Ben Graham refused to even look at photos of CEOs for fear it would bias his analysis. Yet today many investors think they are benefited from closed door meetings with management. Someone is mistaken"  
[X Link](https://x.com/Speedwell_LLC/status/1635064425983119360)  2023-03-12T23:45Z 10.9K followers, [----] engagements


"1/ $CSU reported 4Q22. Full year [----] review below. We touch on key financial metrics and adjustments concluding with a valuation framework"  
[X Link](https://x.com/Speedwell_LLC/status/1641879798531366912)  2023-03-31T19:07Z 10.9K followers, 40.3K engagements


"1/ $RH reported 4Q22 Full year [----] review below. We provide a business update high level investment thesis and valuation commentary below"  
[X Link](https://x.com/Speedwell_LLC/status/1643347278013542400)  2023-04-04T20:18Z 10.9K followers, 33.8K engagements


"Page [---] of KKRs 10-K Their public equities dropped -57% vs private investments -1% Seems like a fair valuation"  
[X Link](https://x.com/Speedwell_LLC/status/1689277122198544385)  2023-08-09T14:07Z 10.9K followers, 281.3K engagements


"Negative working capital financed growth Only company Ive seen that quotes A/P as a % of inventory (and its usually well over 100% giving them a source of funds) What are the key reasons why AutoZone has been a 300-bagger for shareholders $AZO https://t.co/h2Y1mJxTjm What are the key reasons why AutoZone has been a 300-bagger for shareholders $AZO https://t.co/h2Y1mJxTjm"  
[X Link](https://x.com/Speedwell_LLC/status/1689419840921153538)  2023-08-09T23:34Z 10.9K followers, 13.1K engagements


"🎙 *New Podcast Released* 🔺🔺🔺 We just dropped a [--] minute conversation with @QCompounding We talk: 🔸 [--] step valuation approach 🔸What is quality 🔸Moats as a Margin of Safety 🔸Finding a wonderful company Really had fun recording this Links below 👇"  
[X Link](https://x.com/Speedwell_LLC/status/1859621960315175031)  2024-11-21T15:36Z 10.9K followers, 47.1K engagements


"Really happy with how this turned out The graphics looks incredible 👌🏻 Great job @Quartr_App We've teamed up with @Speedwell_LLC to bring you an extensive $EVO deep dive the quiet giant of the gambling world. Over the last decade Evolution has grown its revenue and EBIT by 57x and 122x respectively expanding its margin from 30% in [----] to well over 60% in [----] a https://t.co/gN0nJT7whl We've teamed up with @Speedwell_LLC to bring you an extensive $EVO deep dive the quiet giant of the gambling world. Over the last decade Evolution has grown its revenue and EBIT by 57x and 122x respectively"  
[X Link](https://x.com/Speedwell_LLC/status/1859677545811280039)  2024-11-21T19:17Z 10.9K followers, [----] engagements


"How Speedwell utilizes the Reverse DCF"  
[X Link](https://x.com/Speedwell_LLC/status/1889406040283947017)  2025-02-11T20:07Z 10.9K followers, 16K engagements


"Why do investment professionals love complexity So their clients mistakenly think they need them"  
[X Link](https://x.com/Speedwell_LLC/status/1911486658941469173)  2025-04-13T18:28Z 10.9K followers, 16.6K engagements


"The investment book Capital Returns explained in one quote from the 1880s"  
[X Link](https://x.com/Speedwell_LLC/status/1914084207703544077)  2025-04-20T22:30Z 10.9K followers, [----] engagements


"Airbnb was never just a travel startup. It was a philosophical shift. From owning to sharing. From corporations to communities. From hotels to homes. [--] years in Airbnbs strategy resilience and reinvention offer a masterclass in building a business. Lets break it down.🧵"  
[X Link](https://x.com/Speedwell_LLC/status/1931372540003570048)  2025-06-07T15:27Z 10.9K followers, 42.8K engagements


"How research builds conviction "Deep research is critical to building conviction. If you have a tendency of becoming fearful when your stock is down you likely didn't do enough research.""  
[X Link](https://x.com/Speedwell_LLC/status/1936511554905612577)  2025-06-21T19:48Z 10.9K followers, [----] engagements


"*New Podcast Interview Released* 🔺🔺🔺 We talk to the Chief Investment Officer of DSP Pension Funds @iramneek on: 🔹 Investment philosophy 🔹 Portfolio construction 🔹 Investing in the Indian stock market Links"  
[X Link](https://x.com/Speedwell_LLC/status/1958585494079459755)  2025-08-21T17:42Z 10.9K followers, 23.5K engagements


"@iramneek 🎧 Listen Spotify: 🎧 Listen Apple: https://podcasts.apple.com/us/podcast/interview-%24600mn-fund-manager-on-great-businesses-portfolio/id1699073398i=1000722961130 https://open.spotify.com/episode/0F6bH0QcdY9nyk7ix0khz7si=LCMojNlgTJOFt7fNTEkqrA https://podcasts.apple.com/us/podcast/interview-%24600mn-fund-manager-on-great-businesses-portfolio/id1699073398i=1000722961130 https://open.spotify.com/episode/0F6bH0QcdY9nyk7ix0khz7si=LCMojNlgTJOFt7fNTEkqrA"  
[X Link](https://x.com/Speedwell_LLC/status/1958585496998649882)  2025-08-21T17:42Z 10.9K followers, [----] engagements


"Funny seeing these two tweets side by side Perfectly encapsulates the market"  
[X Link](https://x.com/Speedwell_LLC/status/1959982148791754763)  2025-08-25T14:12Z 10.9K followers, 10.1K engagements


"New podcast is out 🔺🔺🔺 In this "dialogue" episode we cover: 🔹 $APPF 2Q25 business update 🔹 How $APPF is incorporating AI 🔹 Expert call competitor analysis on $APPF Links"  
[X Link](https://x.com/Speedwell_LLC/status/1961095954406187049)  2025-08-28T15:58Z 10.9K followers, [----] engagements


"$AXON to acquire AI [---] call center firm Prepared for at least $800mn $AXON -10% today"  
[X Link](https://x.com/Speedwell_LLC/status/1970991227634954438)  2025-09-24T23:18Z 10.9K followers, 23.3K engagements


"$CSU Mark Leonard resigns due to health reasons Appoints Mark Miller as the new President of $CSU Get well soon Mark"  
[X Link](https://x.com/Speedwell_LLC/status/1971212717143839077)  2025-09-25T13:58Z 10.9K followers, 14.9K engagements


"Former account executive at $APPF on their low churn rate"  
[X Link](https://x.com/Speedwell_LLC/status/1973429811591680242)  2025-10-01T16:48Z 10.9K followers, [----] engagements


"The year is [----]. These are both real businesses. One was a 100x return. Which do you pick Business [--] 🔸 20mn customers 🔸 +40% revenue growth 🔸 $800mn loss Business [--] 🔹 22.5mn customers 🔹 +125% revenue growth 🔹 $35mn profit Full Story Explained👇 Business [--] is the 100x Business [--] is the 100x Business [--] is the 100x Business [--] is the 100x"  
[X Link](https://x.com/Speedwell_LLC/status/1985067078769070533)  2025-11-02T19:30Z 10.9K followers, [----] 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](https://x.com/Speedwell_LLC/status/1985766081198231742)  2025-11-04T17:48Z 10.9K followers, [----] engagements


"$APPF units under management grew 200k q/q to 9.1mn Total customer also rose +7% y/y to 21759"  
[X Link](https://x.com/Speedwell_LLC/status/1986059009963524410)  2025-11-05T13:12Z 10.9K followers, [----] engagements


"$APPF 4Q25 Business Update Released 🔹 Revenues accelerate to 22% y/y 🔹 Units under management grew 8% y/y to 9.4mn 🔹 Premium tier adoption exceeding 25% 🔹 Updated reverse DCF Read the full $APPF business update to find out what's priced in👇"  
[X Link](https://x.com/Speedwell_LLC/status/2017653184697716954)  2026-01-31T17:36Z 10.9K 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](https://x.com/Speedwell_LLC/status/1925603287111540920)  2025-05-22T17:22Z 10.9K followers, 75K engagements


"Director of Global Technology at Cushman & Wakefield believes scaling beyond [---] units per customer will become a challenge for $APPF"  
[X Link](https://x.com/Speedwell_LLC/status/1969457112708219223)  2025-09-20T17:42Z 10.9K followers, [----] 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 https://twitter.com/i/web/status/1989080904069738885 https://twitter.com/i/web/status/1989080904069738885"  
[X Link](https://x.com/Speedwell_LLC/status/1989080904069738885)  2025-11-13T21:20Z 10.9K followers, [----] engagements


"For more insights on $PRM check out our 3Q25 business update on them here 👇 https://www.speedwellmemos.com/p/perimeter-solutions-3q25-business https://www.speedwellmemos.com/p/perimeter-solutions-3q25-business"  
[X Link](https://x.com/Speedwell_LLC/status/1989126201529507927)  2025-11-14T00:20Z 10.9K followers, [---] 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](https://x.com/Speedwell_LLC/status/1992232684496490556)  2025-11-22T14:04Z 10.9K followers, [----] engagements


"$CSU $PRM Say the line again Bart https://t.co/NVST40rGnK Say the line again Bart https://t.co/NVST40rGnK"  
[X Link](https://x.com/Speedwell_LLC/status/1997402614518960574)  2025-12-06T20:27Z 10.9K followers, [----] engagements


"🎙*New Podcast Released* Our talk with Evolutions @toddhaushalter is brimming with insights that only a truly talented operator could articulate. This [--] hour interview is a must not just for a $EVO analyst but anyone who loves building great product and businesses Links👇"  
[X Link](https://x.com/anyuser/status/1891884083833147503)  2025-02-18T16:14Z 10.9K followers, 38.8K engagements

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