business models Happy Belly Food Group ($HBFG.C) Special
Happy Belly Food Group’s QSR system sales are assessed per location per day after concerns over rising costs, cash burn and weak quarterly…
HBFG $250M Wolf's Substack
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m&a Baylin Technologies ($BYL.TO) Review
Baylin Technologies, down about 50% since its prior review, is promoting a recent acquisition after Q1 results while trading mostly between…
BYL $73M Wolf's Substack
balance sheets PUDO Inc. ($PDO.C) FINS Review
PUDO’s revenue rose 35% to $5.6 million, but losses quadrupled as administrative costs outpaced growth; $242,000 of cash and ongoing burn…
PDPTF $9.1M Wolf's Substack
balance sheets ADF Group Inc. ($DRX.TO) FINS Review
ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…
ADFJF $187M Wolf's Substack
balance sheets D-Box Technologies ($DBO.TO) FINS Review
D-Box Technologies posted fiscal 2026 revenue growth of 35%, $12 million in operating cash flow, and near-tripled pretax profit, supported…
DBO $271M Wolf's Substack
balance sheets PharmacorpRX FINS Review
PharmacorpRX plans $32.4 million of pharmacy acquisitions despite ending Q1 with $23.4 million in cash, pointing to heavier credit-facility…
PCRX $99M Wolf's Substack
balance sheets Mother of All Reviews (Part Deux)
ZoomD fell 49% since April after Q1 revenue dropped 64% and it posted a $640,000 loss, leaving customer concentration and its $31 million…
ZOMD $52M Wolf's Substack
ai Constellation Software: 1Q26 Business Recap
Constellation Software’s first call in eight years paired 20% revenue growth with 2% organic growth, while $1.6 billion of deployment…
CSU $64B Speedwell Memos
ai Adobe Deep Dive
Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
ADBE $99B Speedwell Memos
balance sheets Glow Lifetech ($GLOW.C) FINS Review
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
GLWLF $6.2M Wolf's Substack
balance sheets Atlas Engineered Products ($AEP.V)
Atlas Engineered Products reported Q1 revenue down 15.5%, gross margin at 3%, and a $1.73 million loss while drawing $2 million on its…
APEUF $31M Wolf's Substack
balance sheets Grey Wolf Animal Health ($WOLF.V) FINS Review
Grey Wolf Animal Health’s Q1 revenue rose 10.5% to $8.75 million and operating income grew 31%, while $24.6 million of debt drove $438,000…
WOLF Wolf's Substack
ai Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
ADBE $99B Speedwell Memos
advertising Meta: 1Q26 Business Update
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
META $1.5T Speedwell Memos
ai Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
GOOGL $4.1T Bristlemoon Capital
ai Infineon Technologies (IFX GY): Power Overwhelming
Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…
IFNNY $93B Bristlemoon Capital
ai Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…
ADBE $99B Speedwell Memos
aerospace & defense Montana Aerospace (AERO SW) – Riding the OEM Coattails
Montana Aerospace supplies single-source aerostructure components to Boeing and Airbus, with Aerostructures revenue growing 11.5% annually…
0AAI Bristlemoon Capital
automotive Copart: 2Q26 Business Recap
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
CPRT $27B Speedwell Memos
business models Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
FOUR $4.3B Speedwell Memos
ai Airbnb 4Q25: Business Update
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
ABNB $92B Speedwell Memos
ai Adobe Stock Breakdown (Five Minute Money)
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
ADBE $99B Speedwell Memos
automotive Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
RACE $68B Speedwell Memos
asia Evolution: 4Q25 Business Update
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
EVVTY $15B Speedwell Memos
