The Synopsis
de Drew Cohen
Cel mai nou episod
Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% Crash
Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% Crash
Despre acest podcast
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.
Episoade
Cele mai noi 20 din 152 episoade
- Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% Crash · 59 min · Episodul 153In this episode of The Synopsis, we talk more about Google Search and the AI risk, as well as Meta's AI opportunity and capital raise. We also cover why Axon is such a great…
- Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly · 1 h 20 min · Episodul 177In this episode of The Synopsis, we talk to ad tech expert Eric Seufert of Mobile Dev Memo on Google's transition with AI, Agentic Shopping, and AppLovin. ~*~*~*~ Drew Cohen…
- Dialogue. Will AI Destroy the Software Business Model? · 1 h 7 min · Episodul 151In this episode of The Synopsis, Alex capitualtes and let's us talk about AI and software again. We cover a lot of key SaaS risks and speculate on the AI Frontier companies…
- Dialogue. Business Frameworks from Thousands of Hours of Investing · 58 min · Episodul 150In this episode of The Synopsis, Alex stays awake for the full episode and we talk about several of Drew's business frameworks such as the Consumer's Hierarchy of Preferences…
- The Last Big Tech Fight: AI Agents (Apple, Google, Meta) · 1 h 3 min · Episodul 150In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple…
- Interview. How Meta's Muse Changed the AI Debate with MBI. · 1 h 36 min · Episodul 149In this episode of The Synopsis, we talk to Mostly Borrowed Ideas on how Meta's Muse signifies the beginning of a potentially very disruptive AI transition that leaves many…
- Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk) · 1 h 3 min · Episodul 148In this episode of The Synopsis, Alex bemoans the video launch because he has to pay attention to Drew talk, and we go deep on The Trade Desk and Copart. You can watch an…
- Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing · 50 min · Episodul 155In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors. ~*~ You can also get a free trial to…
- Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital · 1 h 23 min · Episodul 144In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early. ~*~ You…
- Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle · 40 min · Episodul 143In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy. ~*~ You can also get a free trial to AlphaSense to read 200k+…
- Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong · 1 h 6 min · Episodul 143In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong. ~*~ You can also get a…
- Dialogue. What Meta's Capex is Really for and Their 6 Call Options · 52 min · Episodul 141In this Dialogue episode of The Synopsis we provide an update on Meta! ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full…
- Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber · 1 h 1 min · Episodul 140In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast. ~*~ You can also get a free trial to AlphaSense to read 200k+…
- Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away · 45 min · Episodul 139In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home. YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a…
- Dialogue. Copart, Adobe, and Uber Business Updates · 1 h 5 min · Episodul 138In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber! YouTube Video Links: Adobe Update (June 16th), Uber Update (June 30th) Five Minute Money Newsletter Free…
- Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy · 43 min · Episodul 136In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it. YouTube Video Links: How to Protect Your Portfolio from Inflation Five Minute…
- Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle · 59 min · Episodul 136In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider. YouTube Video Links: Why This Isn't an AI Bubble…
- Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update · 1 h 1 min · Episodul 135In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado…
- Interview. Highest Conviction Investments and Investing Lessons with Rose Celine · 1 h 36 min · Episodul 134In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different…
- Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans · 60 min · Episodul 133On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang's evolving strategy—from international expansion to business model…
