Oct 28, 202659 min
In this episode of The Synopsis, we talk more about Google Search and the AI risk, as well as Meta's AI opportunity and capital raise. We also cover why Axon is such a great businesses and the 50% stock sell off. Note...
business
The Synopsis
Hosted by Drew Cohen · business · EN
About this Podcast:
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.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
35%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about The Synopsis
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.
Who hosts The Synopsis?
The Synopsis is hosted by Drew Cohen. The show has published 151 episodes to date.
What has The Synopsis covered recently?
Recent episodes include "Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% Crash" (28 October 2026, 59 minutes), "Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly" (22 October 2026, 81 minutes), and "Dialogue. Will AI Destroy the Software Business Model?" (13 October 2026, 67 minutes).
How often does The Synopsis publish?
The Synopsis publishes roughly weekly, with episodes averaging 67 minutes across 151 episodes.
How hard is it to get booked on The Synopsis?
Booking probability for The Synopsis is 35%, and the host is rated Selective on guests. The Synopsis requires a Pod Score of 80 or higher. The Synopsis's contact route on record: verified email.
Who should pitch The Synopsis?
The strongest fits for The Synopsis are Investing & Wealth Management and Investment Banking & Trading. The Synopsis has a business audience.
About the host
Drew Cohen hosts The Synopsis, a business podcast with 151 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 22, 20261h 21m
In this episode of The Synopsis, we talk to ad tech expert Eric Seufert of Mobile Dev Memo on Google's transition with AI, Agentic Shopping, and AppLovin. ~*~* ~*~ Drew Cohen Capital Learn more about advisory services...
- Oct 13, 20261h 7m
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...
- Oct 8, 202658 min
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...
Oct 1, 20261h 4mIn 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...
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Sep 29, 20261h 36mIn 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...
- Sep 22, 20261h 4m
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...
- Sep 15, 202650 min
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...
- Sep 3, 20261h 24m
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...
Episode #143
Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle
Aug 26, 202640 minIn 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...
- Aug 20, 20261h 7m
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+...
- Aug 13, 202652 min
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...
- Jul 23, 20261h 2m
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...
- Jul 3, 20261h 5m
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...
- May 26, 20261h 1mS0
<p >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. </p> <p >YouTube Video Links...
- May 7, 20261h 36mS0
<p >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...
- May 1, 20261 hourS0
<p >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...
- Apr 23, 20261h 14mS0
<p >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...
Episode #145
Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews
Apr 20, 202652 minS0<p >In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews. </p> <p >YouTube Video Links: Private Credit, Tax Implications of Selling...
- Apr 8, 20261h 26mS0
<p >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...
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