The Synopsis

Drew Cohen
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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.

  1. -1 J

    Dialogue. ServiceNow and an AI SaaS Risk Breakdown

    In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.  Five Minute Money Newsletter Free Sign Up Watch the ServiceNow Video here, or the Constellation Software Video Here, the Adobe Video Here.  ~*~ 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (3:48)  — ServiceNow Business Overview (13:00)  — Risks to ServiceNow (21:32)  — AI Control Tower (24:14)  — Competitive Dynamics (32:10)  — Valuation (35:18)  — Mature Margin Diatribe (42:39)  — AI Risk Rebuttal (46:16)  — ServiceNow Blue Sky Scenario (47:38)  —  Intuit Disrupted? (50:46)  — Will Margins Collapse for SaaS? (52:54)  — Difference Between SMB vs Enterprise SaaS -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    56 min

  2. -5 J

    Company. How Shift4 Built and Bought an Integrated Payments Powerhouse

    In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats. **Learn more about our 85-page Shift4 Research Report here** For full access to all of our in-depth research reports, become a Speedwell Member here.  If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email info@speedwellresearch.com  *~*~*~* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro (6:04)  — Why Shift4? (11:36)  — Payment Processing Example (18:34)  — Shift4 History (45:40)  — Revenue Breakdown (57:10)  — Gateway Economics (1:00:00)  — Business Overview (1:02:00)  — Competition (1:10:00)  — Value Proposition (1:15:56)  — Capital Allocation & ROIC (1:27:00)  — Valuation (1:32:16)  — Risks (1:38:00)  — Upside (1:40:50)  — Shift4 CEO Interview Announcement -*-*-*-*-*-*-*-*-*-*- 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 *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. At the time of recording no contributors had a position in FOUR. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    1 h 41 min

  3. 10 FÉVR.

    Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)

    In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.  Five Minute Money Newsletter Free Sign Up Watch the Constellation Software Video Here, the Adobe Video Here, or The "Why Dating Apps are a Bad Business" Video Here.  ~*~ 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Ferrari Report (1:14)  — Software Selloff (7:06)  — Will AI Become Modularized? (8:25)  — CSU AI Risk (24:30)  — Why Dating Apps are Bad Businesses (39:52)  — Upcoming Announcements -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    41 min

  4. 5 FÉVR.

    Monologue. CSU Comments, plus AppFolio, Meta, & LVMH Updates

    In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments.  Watch the Constellation Software Video Five Minute Money Newsletter 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  —Monologue Intro (1:16)  — CSU Video (3:28)  — New Research Report Announcement (5:02)  — LVMH 4Q25 Update (10:26)  — AppFolio 4Q25 Update (13:34)  — Meta 4Q25 Update (24:51)  — Trailing Multiple Diatribe -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    28 min

  5. 28 JANV.

    Dialogue. Breaking down Uber and the AV Threat

    In this Dialogue episode of The Synopsis, we discuss Uber and AV! I also released a  Watch the Uber YouTube Video Here Five Minute Money Newsletter 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Podcast Format Announcement (3:37)  — Uber History (11:12)  — Alibaba Analogy (13:24)  — Management & Increasing Monetization (16:32)  — Opportunities (18:57)  — Grocery Delivery (20:42)  — Where Will Growth Come From? (22:36)  — Uber Freight (23:20)  —AV Opportunity (26:22)  — AV Risk (Waymo) (29:24)  — Robotaxi (35:21)  — Agentic AI (37:52)  — Valuation -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    46 min

  6. 19 JANV.

    Interview. Former Board of Director at Prada on The Luxury Industry

    In this rare interview, we talked to Claire Kent, a Former Board of Director at Prada to give her insight on the luxury industry and luxury investing. A special thanks to AlphaSense for letting us republish it here.  **Coupang Webinar Sign-up Link Here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access 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 info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (3:00) — Luxury Brand DNA (8:44) — Who is Actually Luxury (22:00) — Gen-Z (38:00) — China Slowdown (52:23) — More Sought After Company?  -*-*-*-*-*-*-*-*-*-*- 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 *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $LVMH. Furthermore, accounts contributors advise on may also have positions in $LVMH. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    58 min

  7. 15 JANV.

    Dialogue. The Math Behind SpaceX's $1.5T Valuation

    In this Dialogue episode of The Synopsis, we discuss SpaceX's business model and put real math around how to justify their reported $1.5 trillion valuation. We do this all while plugging an upcoming expert call webinar on Coupang and our new Shift4 deep dive!  Coupang Expert Call Interview SpaceX YouTube Video Shift4 Deep Dive Five Minute Money Newsletter 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Shift4 & AlphaSense Coupang Announcement (3:50)  — SpaceX Intro (6:36)  — SpaceX Business Segments (16:04)  — Competition in Launch (21:36)  — Starlink Competition (27:16)  — SpaceX Valuation -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    36 min

  8. 8 JANV.

    Dialogue. Learning from 8 Common Mistakes Professional Investors Make (and What to Do Instead)

    In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter.  8 Key Mistakes Investors Make YouTube Video SpaceX YouTube Video Five Minute Money Newsletter 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Intro  (2:49)  — Mistake #1: Position Sizing (12:25)  — Mistake #2: Overlooking Conflicting Info (20:11)  — Mistake #3: Borrowing Conviction (25:44)  — Mistake #4: Selling Too Soon (32:28)  — Mistake #5: Overlooking Intuition (39:56)  — Mistake #6: Dismissing Ideas Due to Bias (45:23)  — Mistake #7: Sentiment Driving Emotions (54:13)  — Mistake #8: Monitoring (56:10)  — Outro -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com 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 companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

    57 min
Tout afficher (141)

À propos

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.

Informations

  • Création
    Drew Cohen
  • Années d’activité
    2023 - 2026
  • Épisodes
    141
  • Classification
    Tous publics
  • Copyright
    © 2023
  • Site web de l’émission
    The Synopsis

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