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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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Interview. Best Anchor Stocks' Leandro on Multiples, Nintendo, Hermes, and Quality Companies.

30 May 2024
1h 23m
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Dialogue. Floor & Decor and Copart Business Update 1Q24

23 May 2024
39m
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Dialogue. The Business of SuperApps

15 May 2024
46m
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Dialogue. Meta and Evolution Business Update 1Q24

01 May 2024
49m
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Article. Meta Business Update 1Q24

26 Apr 2024
17m
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Dialogue. RH Business Update

19 Apr 2024
30m
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Article. WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One

12 Apr 2024
15m
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Dialogue. The Shein Model vs Zara, and Home Depot's Valuation circa 1999

10 Apr 2024
43m
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Article. Evolution Business History

05 Apr 2024
14m
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Article. The Investment Matching Principle: How the Risk/ Return Profile Connects to Diversification

29 Mar 2024
13m
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Company. Coupang: Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity

26 Mar 2024
2h 14m
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Article. Balancing Risk and Return: The Simple Statistics of Investing

22 Mar 2024
9m
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Article. Metaphor Malware: The Clumsy Thinking that is Crippling your Business Understanding

15 Mar 2024
10m
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Dialogue. What is the Cost of Equity?

13 Mar 2024
26m
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Article. If the Model Doesn't Work, Don't Fix It: A Look at Traditional Apparel Retailers, Zara, and Shein

08 Mar 2024
12m
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Article. Constellation Software Business History

01 Mar 2024
10m
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Company. Constellation Software: The Business of Buying Software Businesses

28 Feb 2024
1h 29m
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Article. If You Don't Know What Game You're Playing, You Already Lost

23 Feb 2024
13m
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Dialogue. When Investors Drive the Narrative

20 Feb 2024
28m
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Article. From Public to Private Markets: The Detrimental Impact of Investors' Expectations

16 Feb 2024
21m
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