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 | 145 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.
YouTube Video Links: S&P 500 Concentration
Five Minute Mone... more
In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how h... more
On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang's evolving strategy—from international expansion to business model evolution—and the hidden risks that may be overlooked by the market. This was... more
In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments... more
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Reviews
- Great stuff
Just listened to the episode with bill nygren - it is fantastic! Thanks
Apple Podcasts5markomanie
Germany2 months ago Very informational and funny dialogs!
Podcast Addict53 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 States2 years ago - Listened to all of them!
Really knowledgable and love the memo readings
Apple Podcasts5Big MoveUnited States2 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #204 |  United Kingdom/Business/Investing |
Apple Podcasts | #208 |  Canada/Business/Investing |
Apple Podcasts | #219 |  Italy/Business/Investing |
Apple Podcasts | #89 |  Ukraine/Business/Investing |
Apple Podcasts | #108 |  Israel/Business/Investing |
Apple Podcasts | #152 |  Denmark/Business/Investing |
Talking Points
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Frequently Asked Questions About The Synopsis
What is The Synopsis about and what kind of topics does it cover?
This show consistently centers on deep-dive analysis of businesses, investing frameworks, and capital allocation decisions from a practitioner perspective. Episodes frequently explore durable moats, management quality, ROIC, and long-horizon compounders, often contrasting 1P vs 3P economics, and examining corporate strategy through real-world case studies. Across interviews and solo discussions, the conversations blend actionable investing principles with hands-on business insights, including AI-driven disruption, global ecommerce dynamics, and the interplay between growth, profitability, and capital deployment. A standout strength is the willingness to critique own mistakes and to contrast legendary businesses with disruptive challengers, ... more
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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 Acquirers Podcast
4. Business Breakdowns
5. Value Investing with Legends
How many episodes of The Synopsis are there?
The Synopsis launched 3 years ago and published 145 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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Where can I see ratings and reviews for The Synopsis?
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What guests have appeared on The Synopsis?
Recent guests on The Synopsis include:
1. Drew Cohen
2. Rose Celine
3. Gunjan Bhartia
4. Fred Liu
5. Bill Nygren
6. Chris Mayer
7. Taylor Lauber
8. Christopher Cruz
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.