# The Synopsis Page: https://stenobird.com/podcast/the-synopsis-6505916 Text version: https://stenobird.com/podcast/the-synopsis-6505916.md RSS feed: https://feeds.libsyn.com/481071/rss Official site: https://sites.libsyn.com/481071 Author: Drew Cohen Episodes: 140 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-synopsis-6505916 Markdown: https://stenobird.com/podcast/the-synopsis-6505916.md ## Episodes - [Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-saas-risk-again-atlassian-duolingo-uber) — 2026-07-23T10:30:00+00:00 - [Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-investment-update-and-why-renting-isn-t-throwing-money-away) — 2026-07-15T10:30:00+00:00 - [Dialogue. Copart, Adobe, and Uber Business Updates](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-copart-adobe-and-uber-business-updates) — 2026-07-03T10:30:00+00:00 - [Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-cash-is-not-trash-inflation-hedges-portfolio-strategy) — 2026-06-18T14:44:00+00:00 - [Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-ai-bubbles-reflexivity-and-where-we-are-in-the-cycle) — 2026-06-10T11:30:00+00:00 - [Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-s-p-500-valuation-intuit-csu-earnings-sea-and-meli-update) — 2026-05-26T11:30:00+00:00 - [Interview. Highest Conviction Investments and Investing Lessons with Rose Celine](https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine) — 2026-05-07T10:45:00+00:00 - [Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans](https://stenobird.com/podcast/the-synopsis-6505916/interview-former-coupang-vp-on-ecommerce-landscape-1p-vs-3p-and-expansion-plans) — 2026-05-01T18:03:00+00:00 - [Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu](https://stenobird.com/podcast/the-synopsis-6505916/interview-hedge-fund-manager-s-top-investments-with-hayden-capital-s-fred-liu) — 2026-04-23T20:30:00+00:00 - [Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-private-credit-unraveling-taxes-investing-key-insights-from-investor-interviews) — 2026-04-20T18:45:00+00:00 - [Interview. Chris Mayer on Finding Quality Compounding Stocks](https://stenobird.com/podcast/the-synopsis-6505916/interview-chris-mayer-on-finding-quality-compounding-stocks) — 2026-04-08T20:30:00+00:00 - [Interview. Bill Nygren on 25 Years of Beating the Market](https://stenobird.com/podcast/the-synopsis-6505916/interview-bill-nygren-on-25-years-of-beating-the-market) — 2026-03-23T18:15:00+00:00 - [Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.](https://stenobird.com/podcast/the-synopsis-6505916/interview-shift4-ceo-taylor-lauber-and-cfo-christopher-cruz-on-capital-allocation-competition-and-global-blue-strategy) — 2026-03-18T10:30:00+00:00 - [Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon](https://stenobird.com/podcast/the-synopsis-6505916/interview-billionaire-square-block-cofounder-jim-mckelvey-on-competing-against-amazon) — 2026-03-12T11:00:00+00:00 - [Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-netflix-walks-underlying-duolingo-growth-issues-and-bad-decisions-at-paypal) — 2026-03-05T11:30:00+00:00 - [Dialogue. ServiceNow and an AI SaaS Risk Breakdown](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-servicenow-and-an-ai-saas-risk-breakdown) — 2026-02-23T18:46:00+00:00 - [Company. How Shift4 Built and Bought an Integrated Payments Powerhouse](https://stenobird.com/podcast/the-synopsis-6505916/company-how-shift4-built-and-bought-an-integrated-payments-powerhouse) — 2026-02-19T11:00:00+00:00 - [Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-saas-selling-off-csu-and-why-dating-apps-suck-as-a-business) — 2026-02-10T11:30:00+00:00 - [Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates](https://stenobird.com/podcast/the-synopsis-6505916/monologue-csu-comments-plus-appfolio-meta-lvmh-updates) — 2026-02-05T12:00:00+00:00 - [Dialogue. Breaking down Uber and the AV Threat](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-breaking-down-uber-and-the-av-threat) — 2026-01-28T16:00:00+00:00 - [Interview. Former Board of Director at Prada on The Luxury Industry](https://stenobird.com/podcast/the-synopsis-6505916/interview-former-board-of-director-at-prada-on-the-luxury-industry) — 2026-01-19T11:30:00+00:00 - [Dialogue. The Math Behind SpaceX's $1.5T Valuation](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-the-math-behind-spacex-s-1-5t-valuation) — 2026-01-15T11:30:00+00:00 - [Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-learning-from-8-common-mistakes-professional-investors-make-and-what-to-do-instead) — 2026-01-08T12:00:00+00:00 - [Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coreweave-business-breakdown-end-of-the-year-podcast-changes) — 2025-12-30T11:30:00+00:00 - [Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-coupang-and-rh-business-updates-data-leak-60-discounts-market-share-gainer) — 2025-12-18T11:45:00+00:00 - [Interview. A Deep Dive on Growth Investing with "From Growth to Value"](https://stenobird.com/podcast/the-synopsis-6505916/interview-a-deep-dive-on-growth-investing-with-from-growth-to-value) — 2025-12-11T12:00:00+00:00 - [Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-constellation-software-dying-copart-giving-up-market-share-business-updates) — 2025-12-04T11:00:00+00:00 - [Article. APi Global Business History](https://stenobird.com/podcast/the-synopsis-6505916/article-api-global-business-history) — 2025-11-14T13:55:00+00:00 - [Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-axon-and-floor-decor-3q25-5-years-flat-returns-is-axon-s-opportunity-large-enough) — 2025-11-10T11:15:00+00:00 - [Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M](https://stenobird.com/podcast/the-synopsis-6505916/dialogue-meta-perimeter-solutions-and-costar-3q25-earnings-time-spent-competition-50-sales-spent-on-s-m) — 2025-11-03T18:12:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.