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Speedwell Memos

Speedwell Research publishes comprehensive business histories, company updates, and long-form research on high-quality public companies.

https://www.speedwellmemos.com/

Mentions27
Posts10
Latest post27 Aug 2026
Amazon.com, Inc.Software’s AI Risk-27 Aug 2026
Etsy, Inc.Software’s AI Risk-27 Aug 2026
Sea LimitedSoftware’s AI Risk-27 Aug 2026
MercadoLibre, Inc.Software’s AI Risk-27 Aug 2026
AppFolio, Inc.Software’s AI Risk-27 Aug 2026
S&P Global Inc.Software’s AI Risk-27 Aug 2026
Airbnb, Inc.Software’s AI Risk-27 Aug 2026
Booking Holdings Inc.Software’s AI Risk-27 Aug 2026
CrowdStrike Holdings, Inc.Software’s AI Risk-27 Aug 2026
Shopify Inc.Software’s AI Risk-27 Aug 2026
Constellation Software Inc.Software’s AI Risk-27 Aug 2026
Workday, Inc.Software’s AI Risk-27 Aug 2026
Salesforce, Inc.Software’s AI Risk-27 Aug 2026
ServiceNow, Inc.Software’s AI Risk-27 Aug 2026
Microsoft CorporationSoftware’s AI Risk-27 Aug 2026
Intuit Inc.Software’s AI Risk-27 Aug 2026
Atlassian CorporationSoftware’s AI Risk-27 Aug 2026
Adobe Inc.Software’s AI Risk-27 Aug 2026
Constellation Software Inc.Constellation Software: 2Q26 Recap-13 Aug 2026
Coupang, Inc.Coupang: 2Q26 Business Recap-5 Aug 2026
Perimeter Solutions, Inc.Perimeter Solutions: 2Q26 Business Recap-5 Aug 2026
Floor & Decor Holdings, Inc.Floor & Decor: 2Q26 Business Update-4 Aug 2026
Meta Platforms, Inc.Meta: 2Q26 Business Update-31 Jul 2026
Adobe Inc.Adobe Business History-25 Jun 2026
Constellation Software Inc.Constellation Software: 1Q26 Business Recap-30 May 2026
Adobe Inc.Adobe Deep Dive-26 May 2026
Adobe Inc.Adobe Expert Insight Interview (No Paywall)-4 May 2026