Speedwell Research
@Speedwell_LLC
🗒️In-depth research on quality public companies 📖 Free content on Substack 🎧 Podcast: The Synopsis 👇 All Linked below 🔸— Drew Cohen & @kevg1412
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. speedwellsnippets.substack.com/p/speedwell-re…
It's intriguing why luxury brands tolerate this. Their perfumes are sold alongside others in indistinguishable store displays. Gucci, Chanel, and Dior are placed side by side. True luxury eschews comparison. I got 5 reasons why perfume is different. What do you think?
Bernard Arnault on the goal of $LVMH "Growth must not be the goal. The goal is desirability. People must desire the brand...but the goal isn't to generate growth at all costs." - 4Q23 earnings call
WSJ taking my thunder with this story--and the same title! (Video explaining this went viral the other week ⬇️)
One of my favorite pastimes: Dispelling the illusion that stock prices have clear, definable drivers. This became clear during my time at Goldman Sachs, where I had visibility into almost all asset managers—and even more so at Capital Group, which managed trillions. Watch 👇
$AXON on making quarterly numbers versus seizing long-term opportunity.
