Rephonic
Artwork for The Synopsis
Wish
Copart
Home Depot
E-Commerce
Pinduoduo
Walker & Dunlop
Freddie Mac
Floor & Decor
Consumer Preferences
Marketing Strategy
Piton Network
Fannie Mae
Willis Johnson
Jay Adair
Lending Business
Percentage Incentive Program
Virtual Bidding
Ebay
Alibaba
Google

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from... more

PublishesTwice weeklyEpisodes141Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Synopsis

Latest Episodes

In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.

Five Minute Money Newsletter ... more

In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as comp... more

In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.

Five Minute Money Newsletter ... more

In this monologue episode of The Synopsis, we discuss AppFolio, Meta, & LVMH, plus make some CSU comments.

Watch the Constellation Software Video

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You can also get a free trial to AlphaSense to read 20... more

Key Facts

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Number of Listeners
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Recent Guests

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
Mark Dainty
Portfolio manager at Blue Box focusing on life sciences and precision medicine
Blue Box
Episode: Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
William DeGale
Unique individual with philosophies around financial modeling and tech investing.
Episode: Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues
Simon Kold
Author of 'On the Hunt for Great Companies', investment analyst
Episode: Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
Pieter Slegers
Founder of Compounding Quality, known for insightful investment analysis.
Compounding Quality
Episode: Article. An Interview on Investing with Speedwell Research's Drew Cohen
Jeremy Kokemor
Founder of Right Tail Capital, lifetime investor.
Right Tail Capital
Episode: Interview. Right Tail Capital's Founder on Fund Management, Stock Selection, and 3 Quality Companies
Jacob Jaber
Co-founder of Philz Coffee and founder of Humble Lion Holdings
Philz Coffee
Episode: Interview. Philz Coffee Cofounder Jacob Jaber on Competing for Customer Love

Host

Drew Cohen
Host and a leading figure in investment analysis, providing insights drawn from extensive research on public companies and market trends.

Reviews

4.9 out of 5 stars from 123 ratings
  • 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 Statesa year 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
  • Very Detailed and thorough

    Excellent

    Apple Podcasts
    5
    Gabe2235
    United States2 years ago
  • Great info!

    Learned a lot and found it entertaining. 5 stars!

    Apple Podcasts
    5
    mich s c
    United States3 years ago

Listeners Say

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

The approach of treating listeners as knowledgeable investors is well-received, highlighting respect for their analytical capabilities.
Several reviews note the unique insights into industry trends and company performances that are not typically covered in other business podcasts.
Many find the content insightful and educational, making it a valuable resource for learning about market dynamics.
Listeners appreciate the thorough and detailed analysis provided in each episode.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Company. How Shift4 Built and Bought an Integrated Payments Powerhouse
Q: What is Shift4?
Shift4 is a payment processing company known for its integrated services, including merchant acquiring, payment processing, and point of sale solutions.
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
Q: Can you talk about what the AI fears are and what the risks are in the stock now?
Kris outlines several AI-related risks but asserts that Duolingo's unique engagement model and commitment to growth mitigates these concerns.
Interview. A Deep Dive on Growth Investing with "From Growth to Value"
Q: How would you define a hit rate there?
Kris believes that regardless of investment strategy, having several losers is natural, and a hit rate of around 50% is expected.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Synopsis

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

This podcast offers an in-depth exploration of public businesses, focusing on comprehensive analyses that extend from their inception to the present day. It contrasts with many other business podcasts by treating its audience as knowledgeable investors interested in complex, industry-specific matters. Episodes cover a wide variety of topics including financial updates, market trends, and company performances, aiming to provide listeners with valuable insights that enhance their analytical skills. Notably, the podcast showcases discussions on significant industry players and emerging trends, encouraging a thoughtful investment approach based on thorough research.

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?

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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.

How many episodes of The Synopsis are there?

The Synopsis launched 3 years ago and published 141 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. Jared Isaacman
2. Claire Kent
3. Ramneek Kundra
4. Mark Dainty
5. William DeGale
6. Simon Kold
7. Pieter Slegers
8. Jeremy Kokemor

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.

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