Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India
21 Aug 2025
59m
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. Mixed Inflation Reading Ignored, Sea Limited Shows Growth and Profits, Cava Slows, Apple Scrambles in AI
16 Aug 2025
14m
Briefing. Tech's Tariff Exemption, Duolingo Soars & Snapchat Slips, Crypto in 401(k)s, Fed Shake-up
09 Aug 2025
11m
Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed
08 Aug 2025
32m
Briefing. Massive Jobs Restatement, Rates Go Nowhere, Apple M&A?, Earnings Updates
04 Aug 2025
11m
Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption
30 Jul 2025
46m
Dialogue. Evolution 2Q25 Business Update, Black Markets, UK Investigation, Asia Cyber Attacks
22 Jul 2025
42m
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
08 Jul 2025
1h 15m
Dialogue. Constellation Software & Copart Updates, AGM, Losing Market Share, Negative Insurance Volumes
26 Jun 2025
36m
Company. Airbnb: Becoming a Verb
20 Jun 2025
3h 44m
Article. Two Ends of the Strategy Spectrum: The Consumer's Hierarchy of Preferences
13 Jun 2025
19m
AI processedIn this episode of The Synopsis, Drew Cohen reads the second part of the Consumer Hierarchy of Preferences memo, titled "Two Ends of the Strategy Spectrum." The memo explores the trade-off between volume and margin in business, particularly in retail, using examples like Uniqlo, Lululemon, LVMH, and Hermes. It discusse...
Article. The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop
06 Jun 2025
22m
Dialogue. Perimeter Solutions and Dream Finders Homes 1Q25, When to Care About Macro, New Platform Acquistion, Home "Speculation"
23 May 2025
45m
Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
15 May 2025
47m
Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A
08 May 2025
39m
Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
01 May 2025
59m
Interview. Multi-Billion Dollar Global Tech Fund Manger William de Gale on Nvidia, Growth Investing, and Tech Enablers
23 Apr 2025
1h 17m
AI processedIn this episode of The Synopsis, William de Gale, an investor managing close to $2 billion in the Bluebox Global Technology fund, discusses his background and investment strategies in the technology sector. He recounts his early career covering tech during the dot-com bubble and how he developed a contrarian investment...
Article. Airbnb Business History
18 Apr 2025
14m
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
16 Apr 2025
56m
Dialogue. Tariffs, Trade War, and RH Business Update
09 Apr 2025
42m
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