

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


Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update

Interview. Compounding Quality on Investing in the Best Companies in the World

Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update

Dialogue. 3Q24 Costar Group and Evolution Business Update

Interview. Sidecar Investor on Giving a Great Manager the Wheel

Article. Minimum Viable Products versus Maximum Possible Products

Dialogue. Explaining The Reverse DCF

Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"

Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority

Dialogue. Secrets from the Sell-side

Article. What You Don't Know About Sell-side Price Targets

Dialogue. Evolution and Floor & Decor 2Q24 Business Update

Article. Coupang Business History
Company. Porsche AG: Driving Between Luxury and Premium
Dialogue. How to Identify a Great Business
Dialogue. Constellation Software AGM and RH 1Q25 Update
Article. What is a Great Business?
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
