Speedwell Memos

@speedwellmemos

Speedwell Memos is the Substack publication of Speedwell Research, a research firm founded by Drew Cohen. Speedwell Research produces comprehensive, in-depth research reports on public companies, focusing on long-term value investing. Prior to founding Speedwell, Drew Cohen worked at Capital Group, where he helped manage over $5 billion in assets under management with a focus on public equities, and also at Goldman Sachs.