Business

The Synopsis

by Drew Cohen

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Latest episodes

Dialogue. Business Frameworks from Thousands of Hours of Investing

October 8, 2026 · 58 min

In 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 Piton Network, and MVPs vs MPPs. We use as examples…
The Last Big Tech Fight: AI Agents (Apple, Google, Meta)

October 1, 2026 · 1 hr 4 min

In 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, Google, and other internet businesses. ~*~*~*~ Drew Cohen…
Interview. How Meta's Muse Changed the AI Debate with MBI.

September 29, 2026 · 1 hr 36 min

In 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 businesses worse off. We touch on Airbnb, Booking, Uber, DoorDash…
Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)

September 22, 2026 · 1 hr 4 min

In 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 in-depth deep dive on both stocks here: The Trade Desk…
Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

September 15, 2026 · 50 min

In 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 AlphaSense to read 200k+ expert calls through this link…

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Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

September 3, 2026 · 1 hr 24 min

In 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 can also get a free trial to AlphaSense to read 200k+…
Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

August 26, 2026 · 40 min

In 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+ expert calls through this link. ~*~ For full access to all…
Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

August 20, 2026 · 1 hr 7 min

In 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 free trial to AlphaSense to read 200k+ expert calls through…
Dialogue. What Meta's Capex is Really for and Their 6 Call Options

August 13, 2026 · 52 min

In 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 access to all of our updates and in-depth research…
Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

July 23, 2026 · 1 hr 2 min

In 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+ expert calls through this link. ~*~ For full access…
Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

July 15, 2026 · 45 min

In 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 Home (July 5th) Five Minute Money Newsletter Free Sign…
Dialogue. Copart, Adobe, and Uber Business Updates

July 3, 2026 · 1 hr 5 min

In 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 Sign Up ~*~ You can also get a free trial to…

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About the show

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.