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.
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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