The Synopsis
Drew CohenIn 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 th... more
| Publishes | Weekly | Episodes | 151 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
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.
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Drew Cohen Capital
Learn more about advisory services offered through Davidson Ka... more
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 a... more
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 includi... more
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.
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Drew Cohen Capital
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- Great stuff
Just listened to the episode with bill nygren - it is fantastic! Thanks
Apple Podcasts5markomanie
Germany7 months ago Very informational and funny dialogs!
Podcast Addict58 months agoDerfconF1- Fantastic, underrated podcast!
I’m listening to the episode on constellation software, great content, reminds me of business breakdowns or acquired!
Apple Podcasts5DavidsBridal78
United States2 years ago - Great!
Really enjoyed the Evolution episode. Listing to the others now!
Apple Podcasts5anonymous444444444444444United States3 years ago - Listened to all of them!
Really knowledgable and love the memo readings
Apple Podcasts5Big MoveUnited States3 years ago
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Chart Rankings
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Apple Podcasts | #237 |  Italy/Business/Investing |
Apple Podcasts | #71 |  New Zealand/Business/Investing |
Apple Podcasts | #73 |  Netherlands/Business/Investing |
Apple Podcasts | #113 |  Singapore/Business/Investing |
Apple Podcasts | #152 |  Sweden/Business/Investing |
Apple Podcasts | #183 | New Zealand/Business |
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Frequently Asked Questions About The Synopsis
What is The Synopsis about and what kind of topics does it cover?
Two experienced investment researchers and practitioners host rigorous, data-driven conversations about business models, capital allocation, and the long-term dynamics shaping software, hardware, and global markets. Episodes typically pit contrarian theses against mainstream narratives, weighing factors like moats, ROIC, pricing power, and management quality. Across topics, the show emphasizes durable competitive advantages, real-world economics, and the practical implications of AI, fintech, and scalable growth. Noteworthy elements include in-depth company-style breakdowns, long horizons, and a willingness to critique both management decisions and market narratives. This mix should appeal to listeners who want to understand businesses as o... more
Where can I find podcast stats for The Synopsis?
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How many listeners does The Synopsis get?
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What are the audience demographics for The Synopsis?
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How many subscribers and views does The Synopsis have?
To see how many followers or subscribers The Synopsis has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Synopsis?
These podcasts share a similar audience with The Synopsis:
1. Yet Another Value Podcast
2. Chit Chat Stocks
3. The Intrinsic Value Podcast - The Investor’s Podcast Network
4. The Acquirers Podcast
5. Behind the Balance Sheet
How many episodes of The Synopsis are there?
The Synopsis launched 3 years ago and published 151 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Synopsis?
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What guests have appeared on The Synopsis?
Recent guests on The Synopsis include:
1. Mostly Borrowed Ideas
2. Dimitry Nakla
3. Drew Cohen
4. Rose Celine
5. Gunjan Bhartia
6. Fred Liu
7. Bill Nygren
8. Chris Mayer
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.