Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.
18 Mar 2026
1h 5m
Drew Cohen · Business
The Synopsis
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.
Episodes
Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
12 Mar 2026
43m
Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal
05 Mar 2026
56m
Dialogue. ServiceNow and an AI SaaS Risk Breakdown
23 Feb 2026
55m
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
19 Feb 2026
1h 41m
Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)
10 Feb 2026
40m
Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates
05 Feb 2026
27m
Dialogue. Breaking down Uber and the AV Threat
28 Jan 2026
46m
Interview. Former Board of Director at Prada on The Luxury Industry
19 Jan 2026
58m
Dialogue. The Math Behind SpaceX's $1.5T Valuation
15 Jan 2026
35m
Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)
08 Jan 2026
57m
Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes
30 Dec 2025
54m
Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer
18 Dec 2025
50m
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
11 Dec 2025
1h 15m
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!
04 Dec 2025
44m
Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting
22 Nov 2025
10m
Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior
15 Nov 2025
23m
Article. APi Global Business History
14 Nov 2025
15m
AI processedAPI Group functions as a high-quality B2B service provider, historically rooted in fire safety but currently diversifying into broader facility services like elevator maintenance and infrastructure. The company’s evolution centers on a strategic transition from one-off construction projects toward recurring, higher-mar...
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?
10 Nov 2025
54m
Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
08 Nov 2025
16m
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