The Synopsis
Drew Cohen
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.
Drew Cohen is an investment manager, registered investment advisor, and founder of Speedwell Research, which produces in-depth research reports for hedge funds and asset managers. Speedwell Research spends hundreds of hours researching public businesses and I share my insights in various episodes. Start listening today to become a better analyst, investor and business-person.
Drew Cohen is an investment manager, registered investment advisor, and founder of Speedwell Research, which produces in-depth research reports for hedge funds and asset managers. Speedwell Research spends hundreds of hours researching public businesses and I share my insights in various episodes. Start listening today to become a better analyst, investor and business-person.
Episodes
Mentioned books
17 snips
Jan 15, 2026 • 36min
Dialogue. The Math Behind SpaceX's $1.5T Valuation
Dive into the fascinating world of SpaceX, exploring its unique advantages in vertical integration and cost management. Discover the competitive landscape of launch services, with insights on rivals like Rocket Lab and Blue Origin. Uncover Starlink's potential with its ambitious satellite plans and discuss the profitability challenges ahead. Analyze how the valuation of $1.5 trillion was reverse-engineered, considering revenue targets and market multiples. Finally, enjoy light banter as hosts wrap up with key takeaways on risks and opportunities.
30 snips
Jan 8, 2026 • 57min
Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)
Drew Cohen, a financial writer and creator of the Five Minute Money newsletter, shares his insights on common pitfalls in investing. He discusses eight key mistakes, including the dangers of position sizing and the importance of trusting your intuition. Drew emphasizes the risk of borrowing conviction from analysts and cautions against selling great businesses too soon. He also reflects on how bias can cloud judgment, urging listeners to reassess popular stocks, especially after declines. Tune in for practical strategies to enhance your investment approach!
30 snips
Dec 30, 2025 • 54min
Dialogue. CoreWeave Business Breakdown, End of the Year, Podcast Changes
The discussion dives deep into CoreWeave's impressive $55B backlog and its rapid revenue growth, attracting major clients like Microsoft and OpenAI. They explore how CoreWeave's GPU-first architecture outshines hyperscalers in AI training efficiency. The hosts ponder the risks of overreliance on Microsoft and the impact of AI hype on stock dynamics, while drawing intriguing historical parallels to the 1990s telecom boom. With insights into CoreWeave's business model and strategic partnerships, this dialogue is a must-listen for anyone curious about the future of AI infrastructure.
Dec 18, 2025 • 50min
Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer
Explore RH's impressive 9% revenue growth and the debate surrounding its market-share claims. Discover insights on RH's accessory strategy and the role of design studios. Dive into Coupang's significant revenue drive, ambitious logistics automation, and the implications of a recent data breach. The conversation also highlights Coupang's expansion in Taiwan and its impact on the Southeast Asian market. Tune in for an engaging breakdown of corporate strategies and market dynamics.
26 snips
Dec 11, 2025 • 1h 16min
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
Kris, the insightful investor behind Potential Multibaggers, shares his strategic journey from growth to value investing. He discusses his approach to building a diverse portfolio of around 34 stocks, emphasizing the importance of a few standout winners. Delving into his analysis of Duolingo, Kris explains its strengths in engagement over content. He critiques DCFs for high-growth firms and reveals why long-term revenue growth is key to success. Kris also reflects on notable investments like Nvidia and Tesla, providing a unique perspective on the investing landscape.
34 snips
Dec 4, 2025 • 45min
Dialogue. Constellation Software Dying? Copart Giving up Market Share? Business Updates!
Explore the impact of emerging AI risks on Constellation Software as they face a historic drawdown. Discover why vertical software moats are crucial for maintaining customer loyalty, and learn about the competitive pressures Copart is encountering from market shifts. Dive into the details of Copart's latest earnings, detailing revenue challenges and the effects of higher deductibles on auction volumes. Plus, get insights on the long-term risks posed by autonomous vehicles and the overall market dynamics shaping these industry giants.
8 snips
Nov 14, 2025 • 16min
Article. APi Global Business History
Explore the fascinating origins of API Group, from its 1926 plumbing roots to modern-day strategies. Discover the game-changing acquisition by Martin Franklin and the shift to a higher-margin recurring services model. Learn how the inspection-first sales approach fosters customer loyalty. Delve into the impact of regulatory requirements on revenue stability and hear about the strategic Chubb acquisition that bolstered international reach. Finally, get insights into API's growth trajectory and ambitious financial targets.
10 snips
Nov 10, 2025 • 54min
Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?
This discussion dives deep into Axon’s impressive 3Q25 financials, highlighting its revenue growth and strong cash flow. Axon's role in emergency response with the 911 push shows potential life-saving capabilities through improved dispatch data. The hosts explore Floor & Decor's performance, focusing on same-store sales and strategic leadership changes. They also examine store economics and the impact of tariffs, along with future growth in pro sales. Finally, insights into valuation scenarios and investment strategies wrap up this insightful analysis.
5 snips
Nov 8, 2025 • 16min
Briefing. Constellation Software's Largest Ever Drawdown, Amazon's AI Agent Risk, Copart & Floor and Decor Sell Off
This week’s briefing explores market volatility, highlighting US declines and concerns over AI valuations. Constellation Software faces scrutiny, sparking debates over its future amid AI competition. Perplexity AI's clash with Amazon presents intriguing implications for online marketplaces. McDonald's is reshaping value meals and dealing with margin pressures. Recent sell-offs in companies like Copart and Floor & Decor raise questions about valuation. The mechanics of sell-side price targets give insight into analyst predictions.
12 snips
Nov 3, 2025 • 50min
Dialogue. Meta, Perimeter Solutions, and CoStar 3Q25 Earnings, Time Spent Competition, 50% Sales Spent on S&M
In this discussion, the hosts dive into Meta's soaring growth in daily and monthly active users, along with substantial investments in AI. CoStar's impressive revenue uptick of 20% and its hefty 50% sales and marketing expenditure are highlighted, along with insights on its valuation intricacies. Perimeter Solutions faces challenges with its P2S5 facility while securing a lucrative USDA contract. The competition for user attention in the digital landscape is also examined, showcasing the evolving battle for engagement.
