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

Interview. Mostly Borrowed Ideas on Google, Meta, and Investment Decision Quality

14 Feb 2024

1h 19m

Article. Meta-Optimizations: Knowing When a Business is Operating from Strength or Weakness

02 Feb 2024

30m

Dialogue. Lessons We Can't Draw From Wish

30 Jan 2024

38m

Article. The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish

26 Jan 2024

30m

Company. Evolution: Bringing the Casino Online

24 Jan 2024

2h 13m

AI processed

This podcast episode offers a comprehensive exploration of Evolution Gaming's journey, from its inception and early challenges to its rise as a leader in the live casino industry, emphasizing the importance of innovation and strategic acquisitions in retaining a competitive edge while addressing market risks and regula...

Article. Ten Lessons from Copart's 40 Years in Business: Learning from Willis Johnson and Jay Adair

19 Jan 2024

20m

Dialogue. Threats to Google's Search Dominance

15 Jan 2024

36m

Article. Google Shut the Door on Competition, AI Swung it Back Open

12 Jan 2024

28m

Article. Priced to Outperform Perfection: The Home Depot Circa 1999

09 Jan 2024

12m

Article. The Risk Circle: Deciding What Risks Matter and When

05 Jan 2024

15m

Article. How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity

29 Dec 2023

20m

Article. Understanding Modularity: How Apple, Bloomberg, and Amazon Kept Strategic Coherency

22 Dec 2023

17m

Company. Floor & Decor: The Costco of Flooring

20 Dec 2023

1h 28m

Article. Walker & Dunlop Business History

15 Dec 2023

23m

Article. The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space

08 Dec 2023

19m

Company. Dream Finders Homes: A Better Business Model for the Homebuilding Industry

27 Nov 2023

44m

Company. Etsy: Building an Internet Marketplace in the Shadows of eBay and Amazon

23 Oct 2023

1h 31m

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