Author
@Speedwell_LLC Speedwell_LLC
Institutional-grade deep-dive research shop on software compounders, primary-sourced and balanced
Publishes long-form fundamental research on a concentrated s
trader score
+0.12
hit rate
38%
mean α
+0.14%
signals 14d
9
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 8 scored bets: 38% hit rate, +0.14% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved +3.4% since posting (mean over 5 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | APP | @Speedwell_LLC | +0.00 | AppLovin CEO discusses why app discovery remains difficult and why the App Store did not solve it. | — | tweet ↗ |
| 2026-08-26 | META | @Speedwell_LLC | +0.20 | Meta agreed to a $16.7B settlement and teen-account usage limits and nighttime blocks. | +0.3% | tweet ↗ |
| 2026-08-21 | ADBE | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | +5.9% | tweet ↗ |
| 2026-08-21 | WDAY | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | +2.4% | tweet ↗ |
| 2026-08-21 | INTU | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | -2.4% | tweet ↗ |
| 2026-08-21 | CSU | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | · | tweet ↗ |
| 2026-08-21 | TEAM | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | +10.8% | tweet ↗ |
| 2026-08-21 | APPF | @Speedwell_LLC | +0.00 | Announces thematic research on AI risks and competitive dynamics across software companies. | · | tweet ↗ |
| 2026-08-21 | CSU | @Speedwell_LLC | -0.20 | Cites a former CSU manager warning that software firms fail when they stop listening to customers. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.