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PODCAST · business

The Synopsis

by Drew Cohen

In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter.Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Start listening today to become a better analyst, investor and business-person.Drew Cohen is an investment manager and financial advisor at Davidson Kahn Capital Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel ⁨@DrewCohenMoney⁩. You can learn more about him here: https://www.drewcohencapital.com/Alex is an unpaid host.

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Episodes

  1. Dialogue. Will AI Destroy the Software Business Model?

    In this episode of The Synopsis, Alex capitualtes and let's us talk about AI and software again. We cover a lot of key SaaS risks and speculate on the AI Frontier companies business models. You can become a Speedwell Research member here and get access to the "AI risk to Software report, as well…

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  2. Dialogue. Business Frameworks from Thousands of Hours of Investing

    In this episode of The Synopsis, Alex stays awake for the full episode and we talk about several of Drew's business frameworks such as the Consumer's Hierarchy of Preferences, The Piton Network, and MVPs vs MPPs. We use as examples businesses including Apple, Amazon, Walmart, McDonald's, Costco,...

  3. The Last Big Tech Fight: AI Agents (Apple, Google, Meta)

    In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple, Google, and other internet businesses. ~*~*~*~ Drew Cohen Capital Learn more about advisory services offered through...

  4. Interview. How Meta's Muse Changed the AI Debate with MBI.

    In this episode of The Synopsis, we talk to Mostly Borrowed Ideas on how Meta's Muse signifies the beginning of a potentially very disruptive AI transition that leaves many businesses worse off. We touch on Airbnb, Booking, Uber, DoorDash, and Amazon, among others. Mostly Borrowed Ideas, or MBI,...

  5. Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)

    In this episode of The Synopsis, Alex bemoans the video launch because he has to pay attention to Drew talk, and we go deep on The Trade Desk and Copart. You can watch an in-depth deep dive on both stocks here: The Trade Desk: https://www.youtube.com/watch?v=A0vV_w1nfNk Copart:...

  6. Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

    In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research...

  7. Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

    In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of…

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  8. Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

    In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell...

  9. Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

    In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and...

  10. Dialogue. What Meta's Capex is Really for and Their 6 Call Options

    In this Dialogue episode of The Synopsis we provide an update on Meta! ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to...

  11. Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

    In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a...

  12. Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

    In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read…

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  13. Dialogue. Copart, Adobe, and Uber Business Updates

    In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! YouTube Video Links: Adobe Update (June 16th), Uber Update (June 30th) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full…

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  14. Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

    In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. YouTube Video Links: How to Protect Your Portfolio from Inflation Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this...

  15. Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

    In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider. YouTube Video Links: Why This Isn't an AI Bubble (Yet) Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert...

  16. Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

    In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre. YouTube Video Links: S&P 500 Concentration Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free...

  17. Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

    In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We…

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  18. Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans

    On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang's evolving strategy—from international expansion to business model evolution—and the hidden risks that may be overlooked by the market. This was orginally recorded as an AlphaSense webinar in...

  19. Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu

    In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*...

  20. Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews

    In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews. YouTube Video Links: Private Credit, Tax Implications of Selling Stock Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to...

  21. Interview. Chris Mayer on Finding Quality Compounding Stocks

    In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific...

  22. Interview. Bill Nygren on 25 Years of Beating the Market

    In this incredible interview I spoke with legendary investor Bill Nygren, who has beaten the market over a 25 year period by around 200bps. This is an extremely hard and rare feat. In our wide-spanning conversation Bill tells us about everything from his investment process and valuation framework...

  23. Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.

    In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apart from competition to capital allocation and their latest acquistion of Global Blue. You can find our Shift4 Research report here. AlphaSense has…

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  24. Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon

    In this exceptional interview, we talk to Cofounder of Square (Block) Jim McKelvey on competing against Amazon. From his time at Square, he saw how they were able to outcompete Amazon and he wasn't sure how that was possible given their superior resources, merchant network, and large base of...

  25. Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal

    In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager. Five Minute Money Newsletter Free Sign Up YouTube Video Links: Paypal, Netflix, Duolingo ~*~ You can also get a free…

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  26. Dialogue. ServiceNow and an AI SaaS Risk Breakdown

    In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow! Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here. ~*~ You can also get a...

  27. Company. How Shift4 Built and Bought an Integrated Payments Powerhouse

    In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats. **Learn more about our 85-page...

  28. Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)

    In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business. Five Minute Money Newsletter Free Sign Up Watch the Constellation Software…

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  29. Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates

    In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments. Watch the Constellation Software Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access…

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  30. Dialogue. Breaking down Uber and the AV Threat

    In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a Watch the Uber YouTube Video Here Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and...

  31. Interview. Former Board of Director at Prada on The Luxury Industry

    In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here. **Coupang Webinar Sign-up Link Here AlphaSense has a repository of over 200k…

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  32. Dialogue. The Math Behind SpaceX's $1.5T Valuation

    In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive! Coupang Expert Call Interview SpaceX...

  33. Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)

    In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter. 8 Key Mistakes Investors Make YouTube Video SpaceX YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to…

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  34. Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes

    In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our…

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  35. Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer

    In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates. RH 3Q25 Business Update Coupang 3Q25 Business Update You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth…

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  36. Interview. A Deep Dive on Growth Investing with "From Growth to Value"

    In this fascinating interview with Kris, also known as From Growth to Value, we talk in-depth about growth investing and his investing style, as well as several of his investments. You can read his thoughts on various stocks at Potential Multibaggers. ~*~ --> *CLICK THIS LINK TO GET OUR NEW...

  37. Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!

    In this Dialogue episode of The Synopsis, we discuss Constellation Software and Copart's latest quarterly earnings, as well as new risks that are emerging. Constellation Software 3Q25 Business Update Copart 1Q26 (Calendar 3Q25) Business Update **Check out a conversation with a former board of...

  38. Article. APi Global Business History

    In this episode of The Synopsis we read an excerpt from our extensive research report of APi Global! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/api-group-business-history *~* Become a...

  39. Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?

    In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings. AXON 3Q25 Business Update Floor & Decor 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.…

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  40. Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M

    In this Dialogue episode of The Synopsis, we discuss CoStar, Perimeter Solutions, and Meta's 3Q25 earnings. Meta 3Q25 Earnings Update Perimeter Solutions 3Q25 Earnings Update CoStar Earnings Recap This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to…

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  41. Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues

    In this Dialogue episode of The Synopsis, we discuss Evolution's 3Q25 earnings. Evolution 3Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and...

  42. Company. APi Global: The B2B Service Giant Consolidator

    In this Company episode of The Synopsis we talk about APi Global, a high quality B2B service provider that specializes in fire safety and other important business service verticals. The company has been undergoing a transition by eschewing one-off construction projects and moving to more…

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  43. Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet

    In this Dialogue episode of The Synopsis, we talk about Meta's new Vibes product and read into what OpenAI's introduction of instant checkout can mean for the future of the internet. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use...

  44. Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.

    In this rare interview, we talked to Rohan Noronha a head of M&A at Constellation Software in the Volaris Group. A special thanks to AlphaSense for putting this together. *AlphaSense is hosting their AlphaSummit October 6-8 in Brooklyn, New York. Register and get a discount here. *AlphaSense has…

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  45. Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal

    In this Dialogue episode of The Synopsis, we provide an update for RH and talk about the recent OpenAI/ Oracle Deal. You can find a link to the RH update here. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ For...

  46. Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History

    In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation. *Expert Call Transcripts* If you want to get a free trial to access >200k...

  47. Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

    In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results. You can find free versions of these updates below. Axon 2Q25 Business Update Coupang 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k...

  48. Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis

    In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below. AppFolio 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call...

  49. Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

    This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here. *~*~*~*~* Get access to all of...

  50. Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed

    In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below. Meta 2Q25 Business Update Floor & Decor 2Q25 Business Update **If you want to get a free trial to access >200k...

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ABOUT THIS SHOW

In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter.Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, business-specific issues, and want to know the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Start listening today to become a better analyst, investor and business-person.Drew Cohen is an investment manager and financial advisor at Davidson Kahn Capital Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel ⁨@DrewCohenMoney⁩. You can learn more about him here: https://www.drewcohencapital.com/Alex is an unpaid host.

HOSTED BY

Drew Cohen

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does The Synopsis have?

The Synopsis currently has 149 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Synopsis about?

In this podcast we share our insights from hundreds of hours of investment research and various topics Drew Cohen has covered on his YouTube Channel and Five Minute Money Newsletter.Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis...

How often does The Synopsis release new episodes?

The Synopsis publishes regularly with 149 episodes available. Check the episode list for the typical release schedule.

Where can I listen to The Synopsis?

You can listen to The Synopsis on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts The Synopsis?

The Synopsis is created and hosted by Drew Cohen.
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