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November 2025

[GE] Speedwell Research Process & Philosophy
Why we created Speedwell Research--Buy-side Research for the Buy-Side
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Kevin Gee
Letter #307: Scott Shleifer and Hani Enaya (2022)
Tiger Global Senior Advisor & Cofounder of Private Equity Arm and Sanabil Chief Investment Officer | Where VC Flows From Here
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Kevin Gee
[RP] Letter #30: Jeff Brotman and Jim Sinegal (1985)
Co-Founders of Costco | 1985 Costco Shareholder Letter
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Kevin Gee
Letter #306: Jayshree Ullal and Meta Marshall (2025)
Arista Networks President & CEO and Morgan Stanley Managing Director | The Startup Mindset Powering Arista Networks
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Kevin Gee
[RP] Letters #28/29: Joe Philleo and Joe Lonsdale (2017 / 2019)
Edia Founder and Palantir Co-Founder | 2017 and 2019 essays on Palantir's Founding and Peter Thiel's Influence
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Kevin Gee
Letter #305: Warren Buffett (2025)
Chairperson of Berkshire Hathaway | Final Berkshire Letter
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Kevin Gee
[RP] Letter #27: Howard Schultz (1992)
Founder of Starbucks | 1992 Starbucks Shareholder Letter
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Kevin Gee
Letter #304: William Isvy (2025)
Founder of Anfa Partners and Investor at Millennium Management and Moore Capital | Interdigital: An Asset-Light Toll Road Play for Wireless, Video, and…
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Kevin Gee
[RP] Letter #26: Jack Ma (2007)
Alibaba Founder | 2007 Alibaba.com Chairman's Statement
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Kevin Gee

October 2025

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