Show overview
The Synopsis has been publishing since 2023, and across the 3 years since has built a catalogue of 163 episodes. That works out to roughly 140 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run thirty-five to sixty minutes — most land between 22 min and 1h 4m — with run-times ranging widely across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 2 days ago, with 32 episodes already out so far this year. The busiest year was 2025, with 64 episodes published. Published by Drew Cohen.
From the publisher
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.
Latest Episodes
View all 163 episodesDialogue. Business Frameworks from Thousands of Hours of Investing
The Last Big Tech Fight: AI Agents (Apple, Google, Meta)
Interview. How Meta's Muse Changed the AI Debate with MBI.
Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)
Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing
Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital
Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle
Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong
Dialogue. What Meta's Capex is Really for and Their 6 Call Options
Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber
Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away
Dialogue. Copart, Adobe, and Uber Business Updates
Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy
Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle
Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update
Interview. Highest Conviction Investments and Investing Lessons with Rose Celine
Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans
Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu
Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews
Interview. Chris Mayer on Finding Quality Compounding Stocks
In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific stocks like Constellation Software and Copart. We hope you enjoy! You can find a video version of this podcast on YouTube here *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected] -*-*-*-*-*-*-*-*-*-*- Show Notes (0:50) — Investment Philosophy (1:45) — Concentration (4:08) — Margin of Safety (7:18) — Risk of Paying a Premium Multiple (10:02) — Buy & Hold or Sell? (17:33) — CSU Reinvestment Risk (24:02) — What Stocks Excite Chris the Most (28:26) — Is the Quality Sell-Off Justified? (33:31) — AI Risks (37:14) — Thoughts on Copart (51:00) — Research Process (1:02:44) — What Companies Will Be Impacted by AI (1:08:52) — How Do You Have Confidence in a Buy/Sell Decision? (1:13:05) — How Psychological Biases Affect Decision Making (1:16:55) — The Risk of Copying Successful Investors (1:22:03) — Why You Can Time the Market (1:24:36) — The Investor's Odyssey -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/