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.

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 ↓.

RT @Speedwell_LLC: I don't follow $LULU much, but this struck me as crazy growth for a 20+ year old retail business. 2020 Revenue: $4.1bn.L….

RT @Speedwell_LLC: $META . Full Update out tomorrow.

$META . Full Update out tomorrow.

Full update out tomorrow morning . Subscribe below to make sure you get it! 👇 .

RT @Speedwell_LLC: $META reported 2Q and the stock is +9% . Revenue growth reaccelerated to +22% (from +16% last Q) . Ad impressions +11%….

RT @Speedwell_LLC: $CSU focusing on payments: . "We're definitely focused on payments, and we've done a couple of acquisitions in the space….

$META reported 2Q and the stock is +9% . Revenue growth reaccelerated to +22% (from +16% last Q) . Ad impressions +11% . Ad prices +9% . FOA Operating Margins expanded ~150bps to 51.3% . FOA Operating Income +29% . Very strong financial results

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RT @MichaelGielkens: $CSU.TO $TOI.V.

For comparison, $NKE revenues. May '21: $44.5bn. May '25: $46.3bn . 1% CAGR.

*New Dialogue Podcast dropped*. In this episode we talk about The Invisible Competitor: . 🔷 Reframing disruption .🔷 When to copy competition.🔷 How good businesses can become irrelevant. Listen below! .👇

I don't follow $LULU much, but this struck me as crazy growth for a 20+ year old retail business. 2020 Revenue: $4.1bn.LTM: $10.7bn . 19% CAGR. I know we are all sick of the "elevated covid demand hangover" excuse, but that is still A LOT of revenue to add in 5 years.

If you liked this, you would enjoy this interview we had with a former head of M&A at $CSU. The interview goes out tomorrow! . Register below (no paywall) to get access! 👇.

$CSU focusing on payments: . "We're definitely focused on payments, and we've done a couple of acquisitions in the space. We're looking at other ones, and it's something that I think can add tremendous value. And what we see from our competitors in this space is a lot of.

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 6,000+ investors here 👇.

RT @Speedwell_LLC: "But we love to continue building the firm out for the long term. We're not interested in the next quarter. We're build….

We got to interview a Head of M&A at $CSU. Register below (no paywall) to get access 👇.

"But we love to continue building the firm out for the long term. We're not interested in the next quarter. We're building it for the next 10 years, let's say.". - Robin Van Poelje, CEO of Topicus, $CSU 2025 AGM.