
About this podcast
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…
144 episodes · business
The Synopsis
About this podcast
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…
Recent episodes
- Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle26 Aug · 40 min
- Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong20 Aug · 1 h 07 min
- Dialogue. What Meta's Capex is Really for and Their 6 Call Options13 Aug · 52 min
- Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber23 Jul · 1 h 02 min
- Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away15 Jul · 45 min
- Dialogue. Copart, Adobe, and Uber Business Updates3 Jul · 1 h 05 min
- Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy18 Jun · 43 min
- Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle10 Jun · 59 min
- Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update26 May · 1 h 01 min
- Interview. Highest Conviction Investments and Investing Lessons with Rose Celine7 May · 1 h 36 min