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
+0.61
hit rate
64%
mean α
+0.72%
signals 14d
3
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 11 scored bets: 64% hit rate, +0.72% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 3 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | APP | @Speedwell_LLC | +0.35 | Publishes research arguing AppLovin's roughly 17x trailing earnings multiple embeds substantial doubt. | -0.7% | tweet ↗ |
| 2026-10-09 | APP | @Speedwell_LLC | +0.40 | AppLovin CEO describes two growth levers for MAX: ad supply and IAP-app ad spending. | -6.1% | tweet ↗ |
| 2026-10-08 | APP | @Speedwell_LLC | +0.10 | AppLovin CEO discusses three ways to raise e-commerce conversion rates. | -7.1% | 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.