Best Speedwell Research Podcasts (2025)

1
Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB) 52:59

9d ago52:59

52:59

On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss: (06:31) Understanding Airbnb's Business Model and Take Rate (09:05) Growth Opportunities: Short, Medium, and Long-Term (17:41) Speculative Future: The Super App Concept (23:36) Competitive Landscape:…

1
The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART) 1:00:17

2d ago1:00:17

1:00:17

On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss: (03:10) The Genesis of Instacart (07:20) Building the Marketplace Network (11:08) Understanding the Transaction Mechanics (22:04) Monetization Strategies and Advertising (27:14…

1
Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART) 1:03:37

7d ago1:03:37

1:03:37

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (02:27) Exploring Nu Bank's Growth and Market Potential (09:04) Instacart's Business Model and Market Position (16:50) Airbnb's New Services and Market Strategy (33:41) Challenges Facing UnitedHealth and I…

1
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex 47:23

8d ago47:23

47:23

In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode (Apple, Spotify) Coupang Company Deep Dive …

1
Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO) 1:05:45

14d ago1:05:45

1:05:45

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:52) Warren Buffett's Retirement Announcement (11:02) Berkshire Hathaway's Future Leadership and Investment Strategy (13:40) Apple vs. Google: The Search Engine Battle (23:02) Apple's In-App Purchase Co…

1
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A 39:13

15d ago39:13

39:13

In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below! Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here. P…

1
4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH) 1:02:26

16d ago1:02:26

1:02:26

On this episode of Chit Chat Stocks, we discuss four stocks that fly under the radar but have delivered market-beating returns for investors. We discuss: (03:13) Stock 1: A Hidden Gem in Automotive (21:34) Stock 2: The Backbone of Small Banks (33:53) Understanding Roll-Up Strategies and Their Effectiveness (39:39) Stock 3: Pest Control (47:37) Stoc…

1
Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!) 1:04:26

21d ago1:04:26

1:04:26

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:18) Microsoft's Performance and Cloud Growth (15:14) Amazon's Earnings and Market Position (24:45) Apple's Challenges and Market Dynamics (33:11) Economic Indicators and Consumer Behavior (35:27) Fast …

1
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues 59:21

22d ago59:21

59:21

On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below! CoStar Group 1Q25 Business Update Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolu…

1
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive 55:42

23d ago55:42

55:42

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss: (03:33) The History and Evolution of IBKR (10:51) Understanding IBKR's Platform and User Experience (12:23) Growth and Market Share of IBKR (14:48) Personal Investing Journey and Transition to IBKR (21:5…

1
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG) 1:04:34

29d ago1:04:34

1:04:34

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:27) Tesla Earnings: A Controversial Quarter (14:50) Alphabet Earnings: Growth and AI Integration (26:52) Philip Morris: Transitioning to Smoke-Free Products (33:38) Exploring Nathan's Famous: A Small C…

1
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers 1:17:26

30d ago1:17:26

1:17:26

In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund ha…

1
Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND) 1:02:35

1M ago1:02:35

1:02:35

On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss: (12:45) Understanding Grindr's Unique Value Proposition (24:19) Monetization Strategies and Revenue Growth (31:56) Future Prospects and Advertising Opportunities (32:25) Navigating Risks in Dating App Development…

1
Article. Airbnb Business History 14:06

1M ago14:06

14:06

In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/airbnb-business-history *~* *Become a Speedwell Member or Purchase the Airbnb Single Report Here* -*-*…

1
Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes 1:02:27

1M ago1:02:27

1:02:27

New release time! We are releasing the Power Hours Friday mornings going forward. The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (03:51) Netflix Earnings Report Analysis (13:33) Impact of Tariffs on Big Tech (18:10) TSMC's Growth and Market Position (2…

1
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses 56:41

1M ago56:41

56:41

In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future De…

1
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers) 58:27

1M ago58:27

58:27

Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss: (00:00) Introduction to Li Lu: The Mysterious Investor (04:45) Li Lu's Fascinating Background and Early Life (09:35) The Formation of Himalaya Capital and In…

1
EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On 1:04:03

1M ago1:04:03

1:04:03

We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning. On this episode, we discuss: (03:36) Portfolio Impacts of Tariffs (06:32) Direct and Secondary Effects on Compani…

1
Dialogue. Tariffs, Trade War, and RH Business Update 42:54

1M ago42:54

42:54

On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update. ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here. Please reach out to info@sp…

1
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI) 55:40

1M ago55:40

55:40

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss: (03:33) Historical Overview of S&P Global (11:44) Business Segments of S&P Global (12:47) The Ratings Segment and Its Moat (18:52) Software and Market Intelligence (24:46) Commodities and Mobility Seg…

1
National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned? 1:04:25

2M ago1:04:25

1:04:25

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:15) Elon Musk's Business Moves (06:21) AI Developments and Industry Dynamics (09:38) SoftBank and OpenAI Partnership (12:38) Dollar Tree's Strategic Shift (18:24) Spotify vs. Music Labels (31:45) Mark…

1
Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best? 42:41

2M ago42:41

42:41

On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy! Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of o…

1
Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP) 49:47

2M ago49:47

49:47

On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss: (00:00) Introduction to MedPace Holdings (10:51) Understanding the CRO Business Model (21:54) Medpace's Unique Positioning and Growth (33:05) Industry Trends and Future Outlook (42:16) Leadership and Company Culture (4…

1
Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans? 1:05:07

2M ago1:05:07

1:05:07

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:13) IPO Market Insights (06:19) Collateralized Burrito Obligations Explained (09:24) Klarna's Financials and Business Model (12:34) eToro's Public Offering and Business Model (15:26) Nike's Struggles …

1
Article. An Interview on Investing with Speedwell Research's Drew Cohen 26:51

2M ago26:51

26:51

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pie…

1
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner 56:21

2M ago56:21

56:21

On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below! CoStar Group 4Q24 Business Update Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and…

1
Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU) 1:09:57

2M ago1:09:57

1:09:57

On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss: (04:08) The Founding Story of Nu Holdings (07:31) Personal Anecdotes and User Experience in Banking (11:53) Management Team and Leadership Insights (18:44) Business Model Overview of Nu Holdings (31:12) Geographic Opportunities: Brazil and Me…

1
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies 1:06:31

2M ago1:06:31

1:06:31

In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality busine…

1
5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More) 1:05:17

2M ago1:05:17

1:05:17

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:16) Google's Major Acquisition of Wiz (20:19) Stocks at Their Lowest Valuations (30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft (33:11( The Wild Card of Nvidia (34:14) Exploring Small…

1
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC 51:43

2M ago51:43

51:43

On this Dialogue episode of The Synopsis, we give an update on Dream Finders Homes and Floor & Decor. Check out our written business updates for $FND and $DFH below! Dream Finders Homes 4Q24 Business Update Floor & Decor 4Q24 Business Update ~Mentioned Memos~ Home Depot Memo: Priced to Outperform Perfection For full access to all of our updates and…

1
The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI) 52:25

2M ago52:25

52:25

On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss: (04:22) The Evolution of Mercado Libre's Business Model (07:21) Competitive Landscape: Mercado Libre vs. Amazon (10:34) E-commerce Penetration in Latin America (13:22) The Role of Mercado Pago in E-comme…

1
14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK) 1:02:28

2M ago1:02:28

1:02:28

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:41) Analyzing Short Reports and Company Trustworthiness (16:28) Concerns from the Short Report (21:14) Market Turmoil and Stock Performance (25:15) Recession Impacts on Holdings (34:25) Delta Airlines…

1
We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!) 1:10:53

2M ago1:10:53

1:10:53

On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss: (03:46) Ranking Stocks: Methodology and Approach (05:15) Stock Analysis: Semrush and Autodesk (07:38) Ally Financial: Challenges and Future Outlook (11:31) Middle of the Pack: Adobe, O'Re…

1
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan 2:49:44

2M ago2:49:44

2:49:44

On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not conte…

1
Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG) 1:04:47

3M ago1:04:47

1:04:47

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:16) Analyzing Google's Stock Performance (14:38) Waymo's Growth and Future Potential (20:29) CoreWeave's Impressive Growth and IPO Discussion (31:24) Navigating Market Dynamics and Investment Strategi…

1
INVESTING UNSCRIPTED: Back To Basics 1:06:12

3M ago1:06:12

1:06:12

Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen. FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTS Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investi…

1
Article. CoStar Group Business History 24:58

3M ago24:58

24:58

In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link: https://www.speedwellmemos.com/p/costar-business-history *~* *Become a Speedwell …

1
Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI) 1:09:25

3M ago1:09:25

1:09:25

On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss: (03:31) Overview of Nelnet's Business Model (08:43) Financial Services Segment Analysis (24:01) Nelnet Business Services: A High-Quality Business (39:40) Investments and Future Prospects …

1
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce 44:12

3M ago44:12

44:12

On this Dialogue episode of The Synopsis, we give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below! Coupang 4Q24 Business Update Perimeter Solutions 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Resea…

1
Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO) 1:04:07

3M ago1:04:07

1:04:07

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:18) Celsius Acquisition and Market Dynamics (06:26) Coupang Earnings and Growth Potential (15:29) Costco Valuation Insights (24:24) Comparing Booking Holdings and Airbnb (32:42) Airbnb's Growth Potent…

1
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love 1:08:04

3M ago1:08:04

1:08:04

In this insightful conversation we talk with Philz Coffee Cofounder, Jacob Jaber, on what it was like to build and operate a coffee business from a single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience dow…

1
Mastering Microcap Investing With Whit Huguley of River Oaks Capital 1:13:58

3M ago1:13:58

1:13:58

On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss: (11:01) The Importance of Due Diligence (21:41) Idea Generation and Research Process (32:42) Suggestive Investing and Capital Allocation (37:58) Understanding Margin of Safety in Micro Caps (39:01) The Importance of Sug…

1
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif 56:59

3M ago56:59

56:59

On this Dialogue episode of The Synopsis, we debreif on our Todd Haushalter interview and give an update on Evolution and Airbnb. We also talk about the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below! Evolution 4Q24 Business Update Airbnb 4Q24 Business Update For full access to all of our …

1
Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!) 1:03:54

3M ago1:03:54

1:03:54

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:14) Investor Sentiment: Fear and Greed Index (06:28) Analyzing Super Investor Buys and Sells (09:28) The Case of Chinese Stocks: Pinduoduo and Others (12:37) Earnings Reports and Company Valuations (1…

1
Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE) 59:44

3M ago59:44

59:44

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss: (03:20) Adobe's Historical Performance and Business Model (08:40) Understanding Adobe's Product Segments (16:10) Pricing Power and Customer Retention (17:55) The Impact of AI on Adobe's Business …

1
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them. 2:00:38

3M ago2:00:38

2:00:38

In this wildly insighful conversation with Evolution's Chief Product Officer Todd Haushalter, we have a wide ranging conversation on everything from Evolution's moats and why its so hard to make great product to game innovation and how Evolution plans to stay ahead of the competition. Todd Haushalter joined Evolution in 2015 and is responsible for …

1
Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM) 1:04:16

3M ago1:04:16

1:04:16

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:37) Capital Expenditures and AI Investments (24:16) Match Group's New CEO and Stock Purchase (27:29) Philip Morris Earnings and Future Outlook (35:37) Meta's Performance and Alphabet's Misunderstandin…

1
Michael Burry: The Ultimate Deep Value Investor 1:09:44

3M ago1:09:44

1:09:44

On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss: (03:32) Michael Burry's Early Life and Career (07:25) Investment Strategy and Philosophy (13:26) Case Studies: Masaba Holdings (30:12) Case Studies: Industrious Pachoco (40:21)…

1
Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT) 1:07:08

3M ago1:07:08

1:07:08

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:20) Tariff Monday and Market Reactions (09:33) The Apple Dilemma: Growth vs. Valuation (21:33) Earnings Roundup: Best and Worst Reports (26:05) Spotify's Exceptional Earnings Report (34:06) Palantir's…

1
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It 22:26

3M ago22:26

22:26

In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Invisible Competitor: When Creating Value is Better than Fighting for It " Memo Link: https://www.speedwellmemos.com/p/the-invisible-competitor-when-creati…

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