Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals

1

Introduction

00:00 • 2min

2

Speedball Research - What You Think About It?

01:50 • 4min

3

What Are the Open Questions on Social Networking?

05:23 • 4min

4

Social Networks

09:23 • 4min

5

Is There an Opportunity for Better Margining?

13:42 • 3min

6

What Is the Increasing Insight?

17:10 • 3min

7

The Competitive Advantages of Software Companies

20:09 • 3min

8

Is There a Trade-Off Between Scale and Productivity?

22:41 • 2min

9

Is There a Danger in Legacy Software Solutions?

24:14 • 4min

10

Is There a Trade Off Between Decentralized Decision Making and Inorganic Acquisition?

28:34 • 5min

11

How Do You Think About the Spin Offs?

33:49 • 2min

12

Is There a Need to Change?

36:08 • 4min

13

The Costco for Flooring?

39:51 • 2min

14

What Are the Main Assumptions for This?

41:54 • 2min

15

How Do You Decide Which One to Get to First?

43:59 • 2min

16

Investing in a Popular Company Is Not Ideal, Right?

46:00 • 3min

17

The Most Interesting Thing Is Holding on Counterfactuals

49:17 • 3min

18

Is There a Favorite Corporate Failure That You Enjoy Learning From?

52:32 • 2min

19

What's the Tradeoff Between Having Your Own List and Being a Writer?

54:21 • 2min