The Synopsis

In this episode of The Synopsis, we talk about fear in investing and other psychological biases. We also hit on an investment case study with Evolution and talk about whether missing AppLovin was a mistake. ~*~* ~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full access to Spe...

In this episode of The Synopsis, we talk Aria Radnia on various stocks and Aria asks Drew questions in return! ~*~* ~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellres...

In 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 businesses and the 50% stock sell off. Note that this was recorded *before* Google's earnings yesterday. ~*~* ~*~ Drew Cohen Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: htt...

In 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 Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full access to Speedwell Research's in-depth reports and stock updates...

In 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 business models.  You can become a Speedwell Research member here and get access to the "AI risk to Software report, as well as over two dozen company deep dives: https://speedwellresearch.com/subscribe/  ~*~ Drew Cohen Capital...

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 businesses including Apple, Amazon, Walmart, McDonald's, Costco, Floor & Decor, and more! ~*~* ~*~ Drew Cohen Capital Learn more about advisory services offered through...

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 Capital Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ Speedwell Research For full ac...

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, and Amazon, among others. Mostly Borrowed Ideas, or MBI, was one of the earliest stock analysts to write his thoughts publicly. He has over 150k followers on X...

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: https://www.youtube.com/watch?v=A0vV_w1nfNk   Copart: https://www.youtube.com/watch?v=Ar8QlzMhcfs ~*~* ~*~ Drew Cohen Capital Learn more about advisory services offered thro...

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.   ~*~ 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...

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+ 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...

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 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 becom...

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 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....

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 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 t...

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 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...

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   ~*~ 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 resear...

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...

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 Me...

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 b...

In 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 Libre.  YouTube Video Links: S&P 500 Concentration  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...

In 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 stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If...

On 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 evolution—and the hidden risks that may be overlooked by the market. This was orginally recorded as an AlphaSense webinar in January, and we thank AlphaSense for letting us release it on our podcast too.  Sign-Up for the Adobe...

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Spe...

In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews.  YouTube Video Links: Private Credit , Tax Implications of Selling Stock 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 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...