The Synopsis – Details, episodes & analysis

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The Synopsis

Drew Cohen

Business

Frequency: 1 episode/8d. Total Eps: 145

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.

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https://speedwellresearch.com/subscribe/
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https://speedwellresearch.com/disclaimer/
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https://www.speedwellmemos.com/
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Score global : 63%

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Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

Episode 155

Tuesday, September 15, 2026 • Duration 49:51

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.

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

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For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

0:00) — Denying Allegations
(3:04) — Using Multiples
(6:58) — The Importance of Making Your Assumptions Known
(19:56) — Why a Multiple is a Shorthand For a DCF
(24:44) — You Don't Need a Terminal Value
(27:00) — Adobe Business Update
(34:12) — Adobe's Incoherent Strategy and CEO Transition

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at info@speedwellresearch.com for any questions, comments, or feedback.

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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 companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

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

Episode 144

Thursday, September 3, 2026 • Duration 01:23:57

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.

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

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For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Dimitry's Investment Philosophy
(8:14) — What is a Quality Business?
(10:36) — Dimitry's Palantir Investment Thesis
(22:45) — How Do You Gain Confidence in High Growth Assumptions?
(26:00) — A High Multiple Isn't Always Bad
(32:31) — 2 Investment Mistakes
(40:26) — Circle of Competence
(44:51) — The Importance of Understanding Your Psychology
(51:52) — Study History
(53:31) — Drawdowns and Destination Analysis
(1:02:12) — Dimitry's Thesis on Netflix
(1:07:22) — Dimitry's Thesis on DLocal
(1:13:42) — How Dimitry Thinks About Portfolio Construction
(1:23:12) — Where to Find Dimitry

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For full access to all of our updates and in-depth research reports, become a .

Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

Episode 143

Wednesday, August 26, 2026 • Duration 40:19

In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy.

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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.

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For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Should You Concentrate or Diversify?
(11:45) — Investment Matching Principle
(19:53) — Don't Overweight One Individual Risk
(26:44) — Position Sizing is Unscientific
(38:09) — Find Your Sweet Spot

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

Episode 143

Thursday, August 20, 2026 • Duration 01:06:46

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.

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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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Viewer Comments
(7:06) — Buffett's 3 Lessons That Investors Misunderstand
(10:22) — What Value Investing Really Means
(19:06) — Margin of Safety
(28:49) — Circle of Competence
(37:46) — Meli Update
(44:43) — Meli Net Interest Margin
(50:41) — Meli's Credit Risk
(59:23) — Interest Margin Sustainability

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Dialogue. What Meta's Capex is Really for and Their 6 Call Options

Episode 141

Thursday, August 13, 2026 • Duration 51:38

In this Dialogue episode of The Synopsis we provide an update on Meta!

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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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — The Synopsis is Coming to YouTube!
(3:01) — Meta Update
(13:34) — Meta's 6 Call Options
(24:12) — Meta Compute
(30:18) — Meta AI
(33:16) — Does Meta Need a Frontier Model?
(39:41) — Litigation Risk

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Twitter: @Speedwell_LLC

Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

Episode 140

Thursday, July 23, 2026 • Duration 01:01:53

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast.

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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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Atlassian Business Overview
(8:45) — Vertical vs Horizontal Software
(11:15) — Is Atlassian a Melting Ice Cube?
(12:56) — Atlassian AI Argument
(35:11) — Duolingo Update
(50:45) — Uber News
(53:53) — Buffett Leads Berkshire's Google Investment

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

Episode 139

Wednesday, July 15, 2026 • Duration 45:10

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 Up

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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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) —Netflix Narrative
(6:31) — Why is Engagement Falling?
(9:38) — Netflix Ad Tech
(17:44) — Netflix Content Cost Per Sub Advantage
(21:37) — Netflix Valuation
(27:35) — Should You Buy or Rent a Home?
(34:28) — Home Buying Rules

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Dialogue. Copart, Adobe, and Uber Business Updates

Episode 138

Friday, July 3, 2026 • Duration 01:05:22

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 AlphaSense to read 200k+ expert calls through this link.

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Intro
(3:08) — Copart Update: Is IAA Out Competing Copart?
(20:35) — Adobe Update: Is AI Replacing Adobe?
(47:05) — Uber Update: Is Waymo Disrupting Uber?

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

Episode 136

Thursday, June 18, 2026 • Duration 42:50

In 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 Money Newsletter Free Sign Up

~*~

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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Why Cash is Not Trash
(4:34) — Duration Risk
(10:32) — Berkshire Hathaway and the Cost of Equity
(16:50) — Lump Sum or Dollar Cost Average?
(19:10) — Don't Position Your Portfolio for Macro Calls
(24:34) — End of World Portfolio
(29:10) — Emergency Savings
(34:47) — Real Estate

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

Episode 136

Wednesday, June 10, 2026 • Duration 59:24

In 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 (Yet)

Five Minute Money Newsletter Free Sign Up

~*~

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 reports become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Show Notes

(0:00) — Financial vs Technology Bubbles
(5:45) — Are AI Model Companies in a Bubble?
(11:04) — Arguments For Why We Are in an AI Bubble
(25:51) — How Reflexivity Affects Outcomes
(35:33) — Software Bull Case
(38:12) — AI Bubble Argument Summary
(41:29) — AI Bubble Counterarguments
(46:36) — What You Can Do as an Investor

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to if you need help getting us to become an approved research vendor in order to expense it.

The Synopsis – Details, episodes & analysis

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The Synopsis – Details, episodes & analysis

Podcast details

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