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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

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Dialogue. 3Q24 Coupang and Copart Business Update

05 Dec 2024
1h 4m
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Dialogue. 3Q24 Axon, Constellation Software, and Dream Finders Homes Business Update

27 Nov 2024
44m
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Interview. Compounding Quality on Investing in the Best Companies in the World

21 Nov 2024
1h 25m
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Article. How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

08 Nov 2024
20m
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Dialogue. 3Q24 Floor & Decor, Meta, and Etsy Business Update

05 Nov 2024
1h 5m
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Dialogue. 3Q24 Costar Group and Evolution Business Update

25 Oct 2024
1h 0m
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Interview. Sidecar Investor on Giving a Great Manager the Wheel

22 Oct 2024
1h 11m
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Article. Minimum Viable Products versus Maximum Possible Products

18 Oct 2024
14m
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Dialogue. Explaining The Reverse DCF

16 Oct 2024
44m
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Interview. Founder-led Companies, Serial Acquirers, & High Cash Returning Businesses with Investor Andy "Biz Almanac"

09 Oct 2024
1h 42m
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Article. Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

03 Oct 2024
20m
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Company. Costar Group: From Basement to Billion Dollar Global Real Estate Authority

27 Sep 2024
3h 16m
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Dialogue. Secrets from the Sell-side

05 Sep 2024
40m
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Article. What You Don't Know About Sell-side Price Targets

23 Aug 2024
21m
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Dialogue. Evolution and Floor & Decor 2Q24 Business Update

15 Aug 2024
56m
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Article. Coupang Business History

09 Aug 2024
16m
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Company. Porsche AG: Driving Between Luxury and Premium

31 Jul 2024
1h 1m
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Dialogue. How to Identify a Great Business

18 Jul 2024
46m
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Dialogue. Constellation Software AGM and RH 1Q25 Update

09 Jul 2024
53m
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Article. What is a Great Business?

28 Jun 2024
19m
Page 6

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