Rephonic
Artwork for The Synopsis

The Synopsis

Drew Cohen
Meta
Constellation Software
Copart
Floor & Decor
Coupang
Evolution
Airbnb
Axon
Amazon
Evolution Gaming
Costar
Etsy
Perimeter Solutions
E-Commerce
Warren Buffett
NVIDIA
Wish
API Group
Home Depot
Housing Market

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 th... more

PublishesWeeklyEpisodes145Founded3 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for The Synopsis

Latest Episodes

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

In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews.

YouTube Video Links: Private Credit, Tax Implications of Selling Stock

Five Minute Money Newsletter Free ... more

In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from inve... more

In this incredible interview I spoke with legendary investor Bill Nygren, who has beaten the market over a 25 year period by around 200bps. This is an extremely hard and rare feat. In our wide-spanning conversation Bill tells us about everything from... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Chit Chat Stocks
Chit Chat StocksChit Chat Stocks
Value Investing with Legends
Value Investing with LegendsColumbia Business School
Behind the Balance Sheet
Behind the Balance SheetStephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Recent Guests

Fred Liu
Hedge Fund Manager, Hayden Capital
Hayden Capital
Episode: Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu
Chris Mayer
Investor and author of 100 Baggers; discusses investment philosophy and portfolio approach.
Episode: Interview. Chris Mayer on Finding Quality Compounding Stocks
Bill Nygren
Chief Investment Officer of US Equities at Harris Associates
Harris Associates
Episode: Interview. Bill Nygren on 25 Years of Beating the Market
Taylor Lauber
CEO of Shift4
Shift4
Episode: Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.
Christopher Cruz
CFO of Shift4
Shift4
Episode: Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.
Jim McKelvey
Co-founder of Square; entrepreneur and author of The Innovation Stack
Square
Episode: Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
Jared Isaacman
Co-founder of Shift4 Payments and former CEO, also a well-known entrepreneur and NASA Administrator
Shift4 Payments
Episode: Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
Claire Kent
Former director at Prada and current advisor with nearly 40 years of experience in the luxury goods sector.
Prada
Episode: Interview. Former Board of Director at Prada on The Luxury Industry
Ramneek Kundra
Chief Investment Officer of DSP Pension Funds, manages over $600 million
DSP Pension Funds
Episode: Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

Host

Drew Cohen
Co-host and analyst offering detailed insights into investment trends and business analysis, utilizing extensive research experience and financial expertise.

Reviews

4.9 out of 5 stars from 150 ratings
  • Great stuff

    Just listened to the episode with bill nygren - it is fantastic! Thanks

    Apple Podcasts
    5
    markomanie
    Germanya month ago
  • Very informational and funny dialogs!

    Podcast Addict
    5
    DerfconF1
    2 months ago
  • Fantastic, underrated podcast!

    I’m listening to the episode on constellation software, great content, reminds me of business breakdowns or acquired!

    Apple Podcasts
    5
    DavidsBridal78
    United States2 years ago
  • Great!

    Really enjoyed the Evolution episode. Listing to the others now!

    Apple Podcasts
    5
    anonymous444444444444444
    United States2 years ago
  • Listened to all of them!

    Really knowledgable and love the memo readings

    Apple Podcasts
    5
    Big Move
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is recognized for its engaging discussions that tackle sophisticated business topics without oversimplification.
Listeners appreciate the level of expertise offered, often remarking on the depth and thoroughness of the analysis.
Many reviews highlight the blend of personal insights with expert interviews, making for a well-rounded listening experience.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#158
United States/Business/Investing
Apple Podcasts
#57
United Kingdom/Business/Investing
Apple Podcasts
#129
Canada/Business/Investing
Apple Podcasts
#193
United Kingdom/Business
Apple Podcasts
#200
Canada/Business
Apple Podcasts
#126
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu
Q: What is the dominant investment thesis behind your SEA-focused bets like Sea Limited and Shopee?
The thesis hinges on finding differentiated, founder-led growth platforms with durable network effects in emerging markets, where local consumer behavior and mobile-first dynamics create strong stickiness. We look for companies that can scale with high margin expansion as they mature, managed by pragmatic teams willing to pivot when needed, and supported by strong KPI-driven milestones that validate the business model over time.
Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
Q: What does the author mean by the Innovation Stack, and how should entrepreneurs think about it three-dimensionally?
The Innovation Stack is the pattern of solving a chain of problems that can't be copied easily, which grows a system that creates its own momentum. Entrepreneurs should start with a real problem, embrace unqualified effort when necessary, and architect a stack of solutions that compounds value rather than copying competitors. This approach leads to durable moats built from unique capabilities rather than superficial advantages.
Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon
Q: Why did Square survive an attack by Amazon when it seemed the odds were against them?
Despite Amazon undercutting price and relying on scale, Square survived by building a defensible innovation stack—a set of interdependent, hard-to-copy elements that addressed core needs (easy signup, merchant accounts, daily remittance, and a unique customer experience). The combination of these innovations created barriers that a simple price competition couldn't overcome.
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
Q: How does the acquisition of Global Blue affect Shift4's business model?
Acquiring Global Blue allows Shift4 to expand its customer base and potentially cross-sell their payment processing services to a wider audience.
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
Q: Why did Shift4 catch your interest for this episode?
The complexity and unique aspects of the payments industry, particularly how Shift4 operates within it, intrigued me.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Synopsis

What is The Synopsis about and what kind of topics does it cover?

This series offers in-depth analyses of the business landscape, where complex investment topics are treated with the sophistication they deserve. Drawing from hundreds of hours of research, each episode provides listeners with valuable insights into various sectors such as finance, technology, and luxury, allowing them to understand the intricacies of crucial market trends. The discussions are often anchored in real-case scenarios and detailed financial evaluations, fostering a learning environment that caters to serious investors and business enthusiasts. One distinct aspect is the combination of personal anecdotes and expert interviews that enhance the content's depth, making it not just informative, but also engaging for those keen on gr... more

Where can I find podcast stats for The Synopsis?

Rephonic provides a wide range of podcast stats for The Synopsis. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Synopsis and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Synopsis get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Synopsis, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Synopsis?

Rephonic provides comprehensive predictive audience data for The Synopsis, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. Value Investing with Legends
4. The Intrinsic Value Podcast - The Investor’s Podcast Network
5. Behind the Balance Sheet

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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Synopsis?

Rephonic pulls ratings and reviews for The Synopsis from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Synopsis?

Rephonic provides full transcripts for episodes of The Synopsis. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Synopsis?

Recent guests on The Synopsis include:

1. Fred Liu
2. Chris Mayer
3. Bill Nygren
4. Taylor Lauber
5. Christopher Cruz
6. Jim McKelvey
7. Jared Isaacman
8. Claire Kent

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days