Dialogue. Mailbag: Macro Matters?, Comparing Roll-Ups, Making Decisions, When Buy the Second Best?
03 Apr 2025
42m
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
Article. An Interview on Investing with Speedwell Research's Drew Cohen
28 Mar 2025
26m
Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner
27 Mar 2025
56m
Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
25 Mar 2025
1h 6m
AI processedIn this episode of The Synopsis, host Drew Cohen interviews Jeremy Kokemor, founder of Right Tail Capital, about his investment philosophy and approach to identifying long-term quality companies. Jeremy discusses the structure of Right Tail Capital, emphasizing its focus on long-term investing and minimizing business-r...
Dialogue. Floor & Decor and Dream Finders Homes 4Q24, Founders vs Managers, SSS Controversy, Why ROE over ROIC
19 Mar 2025
51m
Company. Axon: Transforming the Failed TASER Product into a Law Enforcement Platform Titan
11 Mar 2025
2h 49m
Article. CoStar Group Business History
07 Mar 2025
24m
Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
04 Mar 2025
44m
Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love
28 Feb 2025
1h 8m
Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
25 Feb 2025
56m
Interview. Evolution's Todd Haushalter on Gaming, Moats, and Why It's So Hard to Catch Them.
18 Feb 2025
2h 0m
Article. The Invisible Competitor: When Creating Value is Better than Fighting for It
08 Feb 2025
22m
Interview. Ex-Goldman Sachs Matt Reustle on Bad Investor Practices, Sell-side Gripes, and Learning from 200+ Business Breakdowns
06 Feb 2025
1h 13m
Interview. Investment Management in Practice with Baskin Wealth Management
29 Jan 2025
1h 12m
Interview. Spotify Case Study and Learning from Lululemon's Sentiment Shift with MBI
22 Jan 2025
1h 57m
Article. Axon Business History
17 Jan 2025
25m
Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research
14 Jan 2025
1h 42m
Dialogue. End of the Year Mailbag: Investing Myths, Mistakes, Evolution, and Etsy
27 Dec 2024
1h 0m
Company. Perimeter Solutions: Replicating the TransDigm Model
19 Dec 2024
1h 18m
Article. What is a Fair Investment Assumption?
13 Dec 2024
15m
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