Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M
03 Nov 2025
50m
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
Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway
01 Nov 2025
14m
Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?, Evolution 3Q25
25 Oct 2025
15m
Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues
24 Oct 2025
27m
Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat
18 Oct 2025
23m
Company. APi Global: The B2B Service Giant Consolidator
16 Oct 2025
1h 42m
AI processedAPI Group operates as a global B2B service provider specializing in life safety and specialty services, including fire protection, security, and infrastructure maintenance. The company differentiates itself through an inspection-led business model, which secures recurring, high-margin service contracts by identifying c...
Briefing. Trade War Reignited?, Apple Shifts Focus, Axon Deep Integration and Drones
11 Oct 2025
14m
Dialogue. Meta's Vibe and What ChatGPT's Instant Checkout Means for the Future of the Internet
09 Oct 2025
44m
Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan
04 Oct 2025
18m
Briefing. Investor Doubt Creeps into Constellation Software and Copart, with both down 30% from Peak
27 Sep 2025
18m
Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.
25 Sep 2025
1h 8m
Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band
20 Sep 2025
14m
Dialogue. RH Update, Can Furniture be Luxury?, and the OpenAI/ Oracle Deal
18 Sep 2025
44m
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009
13 Sep 2025
13m
Dialogue. Perimeter, CSU, and Copart Update + Nvidia GPU Risks and Fed Rate History
12 Sep 2025
57m
Briefing. Google's TPUs challenge Nvidia's GPUs, Apple's Antitrust Relief, Soft Labor Markets Embolden Rate Cut Expectations
06 Sep 2025
16m
Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud
03 Sep 2025
57m
Briefing. Tarrifs Struck Down (Again), Fed Independence Threatened, Nvidia's $60bn Buyback
30 Aug 2025
13m
Dialogue. AppFolio 2Q25, Incorporating AI, Expert Call Competitor Analysis
28 Aug 2025
27m
Briefing. Jackson Hole Comments, Canada Relationship Reset, Home Depot Growing, Meta Hiring Freeze
23 Aug 2025
11m
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