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Hosted by Drew Cohen · 🇺🇸 US · EN · 140 episodes
Established thought leaders with verified media credentials.
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.
Drew Cohen hosts The Synopsis, a business show with 140 episodes published.
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 fu
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
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 Concen
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 severa
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 over
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
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 Minu
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 intervie
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
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
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 poss
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 Y
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 Con
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 acqu
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. Fi
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
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+ exp
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. **Co
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 o
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
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The Synopsis is hosted by Drew Cohen. The show is categorised under business (investing) and has published 140 episodes.
The Synopsis has published 140 episodes.
The Synopsis regularly covers business, investing. It sits in the business category, with a investing focus.
The Synopsis is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Synopsis hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Synopsis average 61 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
Our data rates The Synopsis's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 10 days ago.