{"podcast":{"title":"The Synopsis","slug":"the-synopsis-6505916","podcast_index_feed_id":6505916,"rss_url":"https://feeds.libsyn.com/481071/rss","website_url":"https://sites.libsyn.com/481071","image_url":"https://static.libsyn.com/p/assets/5/2/d/7/52d76b8b82d0390516c3140a3186d450/The_Synopsis_Podcast_Logo-20260225-5hcpjhqhg8.png","author":"Drew Cohen","episode_count":140,"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.","last_synced_at":"2026-07-23T22:19:12.092819+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916"},"episode":{"title":"Interview. Highest Conviction Investments and Investing Lessons with Rose Celine","slug":"interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","published_at":"2026-05-07T10:45:00+00:00","page_url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","show_page_url":"https://stenobird.com/podcast/the-synopsis-6505916","url":"https://5f85ab06-2c89-4625-a5f9-f4b3a3300053.libsyn.com/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine","audio_url":"https://traffic.libsyn.com/secure/5f85ab06-2c89-4625-a5f9-f4b3a3300053/Interview._Rose_Celine.mp3?dest-id=4092573","summary":"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 hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Rose's Background (6:31) — Investment Philosophy (8:46) — Punch Card Investing (13:27) — Axon Mistake (20:28) — Mercado Libre Investment Case (27:37) — Thoughts on Sea Limited Competition (32:44) — South America Profitability vs the U.S.? (40:28) — Portfolio Construction (44:38) — DLocal Investment Thesis (54:45) — Importance of Management (55:57) — Why Rose Invested in ServiceNow (59:32) — Valuation Thoughts (1:10:50) — Mercado Libre FinTech Risk (1:17:58) — Business Models Rose Avoids (1:21:42) — How to Judge an Opportunity Based on Opportunity Cost (1:29:07) — Sell a Great Business When it's Overvalued? -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here . *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podca…","meta_description":"In this wide spanning interview I spoke with pseudonymous investor Rose Celine . Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5760,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-synopsis-6505916/episodes/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-synopsis-6505916/interview-highest-conviction-investments-and-investing-lessons-with-rose-celine.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}