On this Dialogue episode we give an update on three of our companies: Axon, Constellation Software, and Dream Finders Homes. Plus a short tirade on the OTAs business model and companies that don't host quarterly earnings calls! 

You can read the 3Q24 business update on all three companies here.

(The written update is partially paywalled, so become a Speedwell Member today! Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.) 

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

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For Dream Finders Homes and Constellation Software we have longer, in-depth podcast episodes which you can listen to below. These are evergreen and give a lot of more details on each companies' history, business, industry, and competitve dynamics. Axon will be coming soon! 

Listen to the Dream Finders Homes ($DFH)Company Podcast Episode here:  (Apple, Spotify)

Listen to the Constellation Software ($CSU) Company Podcast Episode here: (Apple, Spotify)

 

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Show Notes

(0:00) — Intro

(1:37) — This Doesn't Make Sense: Booking Holdings Diatribe on Merchant vs Agency Model

(5:43) — Companies that Get Away without Quarterly Earnings Calls

(8:42) — DFH Update on Housing and Business Model

(18:49) — Axon Quick Overview and Update

(33:07) — CSU Update, FCFA2S, and Valuation 

(42:47) — Coming Soon From Speedwell Research

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Sign up for Speedwell's free newsletter and weekly memos here

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/