The Synopsis - Cover

The Synopsis

By Drew Cohen

Podcast

Summary

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.

Listen online

Spotify

Listen

arrow right

Episodes

Dialogue. ServiceNow and an AI SaaS Risk Breakdown

Feb 23, 2026 ∙ 55min

Company. How Shift4 Built and Bought an Integrated Payments Powerhouse

Feb 19, 2026 ∙ 1h41min

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

Feb 10, 2026 ∙ 40min

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

Feb 5, 2026 ∙ 27min

Dialogue. Breaking down Uber and the AV Threat

Jan 28, 2026 ∙ 46min

List