Podcast

The Synopsis

Author: Drew Cohen
Feed episode count: 140
Official site: https://sites.libsyn.com/481071
RSS: https://feeds.libsyn.com/481071/rss
JSON: /v1/public/podcasts/the-synopsis-6505916
Markdown: /podcast/the-synopsis-6505916.md

Summary

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. Drew Cohen is an investment manager, registered investment advisor, and founder of Speedwell Research, which produces in-depth research reports for hedge funds and asset managers. Speedwell Research spends hundreds of hours researching public businesses and I share my insights in various episodes. Start listening today to become a better analyst, investor and business-person.

Episodes

Jul 23, 2026 · not_requested

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

Duration seconds: 3713
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-ai-saas-risk-again-atlassian-duolingo-uber

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Jul 15, 2026 · not_requested

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

Duration seconds: 2710
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-netflix-investment-update-and-why-renting-isnt-throwing-money-away

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Jul 3, 2026 · not_requested

Dialogue. Copart, Adobe, and Uber Business Updates

Duration seconds: 3922
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-copart-adobe-and-uber-business-updates

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Jun 18, 2026 · not_requested

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

Duration seconds: 2570
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy

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Jun 10, 2026 · not_requested

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

Duration seconds: 3564
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle

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May 26, 2026 · not_requested

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

Duration seconds: 3683
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-sp-500-valuation-intuit-csu-earnings-sea-and-meli-update

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May 7, 2026 · not_requested

Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

Duration seconds: 5760
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine

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May 1, 2026 · not_requested

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

Duration seconds: 3582
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans

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Apr 23, 2026 · not_requested

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

Duration seconds: 4427
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-hedge-fund-managers-top-investments-with-hayden-capitals-fred-liu

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Apr 20, 2026 · not_requested

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

Duration seconds: 3126
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews

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Apr 8, 2026 · not_requested

Interview. Chris Mayer on Finding Quality Compounding Stocks

Duration seconds: 5177
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-chris-mayer-on-finding-quality-compounding-stocks

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Mar 23, 2026 · not_requested

Interview. Bill Nygren on 25 Years of Beating the Market

Duration seconds: 4881
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-bill-nygren-on-25-years-of-beating-the-market

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Mar 18, 2026 · not_requested

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

Duration seconds: 3939
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy

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Mar 12, 2026 · not_requested

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

Duration seconds: 2619
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon

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Mar 5, 2026 · not_requested

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

Duration seconds: 3392
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal

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Feb 23, 2026 · not_requested

Dialogue. ServiceNow and an AI SaaS Risk Breakdown

Duration seconds: 3339
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-servicenow-and-an-ai-saas-risk-breakdown

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Feb 19, 2026 · not_requested

Company. How Shift4 Built and Bought an Integrated Payments Powerhouse

Duration seconds: 6075
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse

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Feb 10, 2026 · not_requested

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

Duration seconds: 2449
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business

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Feb 5, 2026 · not_requested

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

Duration seconds: 1670
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/monologue-csu-comments-plus-appfolio-meta-lvmh-updates

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Jan 28, 2026 · not_requested

Dialogue. Breaking down Uber and the AV Threat

Duration seconds: 2783
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-breaking-down-uber-and-the-av-threat

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Jan 19, 2026 · not_requested

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

Duration seconds: 3482
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-former-board-of-director-at-prada-on-the-luxury-industry

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Jan 15, 2026 · not_requested

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

Duration seconds: 2137
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-the-math-behind-spacexs-15t-valuation

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Jan 8, 2026 · not_requested

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

Duration seconds: 3420
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead

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Dec 30, 2025 · not_requested

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

Duration seconds: 3261
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes

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Dec 18, 2025 · not_requested

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

Duration seconds: 3027
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer

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Dec 11, 2025 · not_requested

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

Duration seconds: 4559
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value

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Dec 4, 2025 · not_requested

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

Duration seconds: 2695
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates

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Nov 14, 2025 · not_requested

Article. APi Global Business History

Duration seconds: 943
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/article-api-global-business-history

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Nov 10, 2025 · not_requested

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

Duration seconds: 3260
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axons-opportunity-large-enough

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Nov 3, 2025 · not_requested

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

Duration seconds: 3020
Source: https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-sm

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