
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. Floor & Decor and Copart Business Update 1Q24
Dialogue. The Business of SuperApps
Dialogue. Meta and Evolution Business Update 1Q24
Article. Meta Business Update 1Q24
Dialogue. RH Business Update
Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One
Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999
Article. Evolution Business History
Article. The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification
Company. Coupang: Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity
Article. Balancing Risk and Return: The Simple Statistics of Investing
Article. Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding
Dialogue. What is the Cost of Equity?
Article. If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein
Article. Constellation Software Business History
Company. Constellation Software: The Business of Buying Software Businesses
Article. If You Don't Know What Game You're Playing, You Already Lost
Dialogue. When Investors Drive the Narrative
Article. From Public to Private Markets: The Detrimental Impact of Investors' Expectations
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