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
Virtual Bidding
Percentage Incentive Program
Alibaba
Ebay
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 weeklyEpisodes113Founded2 years ago
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BusinessInvesting

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Artwork for The Synopsis

Latest Episodes

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here. 

~*~

For full access to all of our updates and in-depth research reports be... more

In this Dialogue episode of The Synopsis, we provide an update for RH and talk about the recent OpenAI/ Oracle Deal. 

You can find a link to the RH update here. 

*Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense... more

In this new episode format we give a very short briefing on financial news of the week. 

This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here. 

See Drew's New YouTube Video on When... more

In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation. 

*Expert Call Transcripts* If... more

Key Facts

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

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Recent Guests

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
Todd Haushalter
Chief Product Officer at Evolution Gaming
Evolution Gaming
Episode: Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif
William Thorndike
Author of 'The Outsiders' and board member at Perimeter Solutions
Episode: Company. Perimeter Solutions: Replicating the TransDigm Model

Hosts

Drew Cohen
Host and analyst providing insights into market developments and financial analysis for various sectors.
Alex
Co-host offering supplementary insights and analysis to the discussions, often focused on technological advancements.

Reviews

4.9 out of 5 stars from 112 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 States2 years ago

Listeners Say

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

Many commend the engaging style of the hosts and their ability to bring clarity to complex financial topics.
Listeners appreciate the in-depth analysis of various businesses, noting the high-quality content and valuable insights.
There is positive feedback regarding the informative nature of discussions that resonate with those interested in market dynamics and investment strategies.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
Q: So what do you kind of look for when you're trying to build confidence that they're actually going to be able to do it and execute?
You need to assess management and their ability to execute based on their experience, how they listen to experts, and their operational execution during clinical development.
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
Q: What is kind of the market size that you're looking at with these drugs?
If a company has multiple drugs generating 500 million to a billion dollars, that becomes attractive, with a single drug needing to be above 200 million to be interesting.
Interview. Precision Medicine Fund Manager on Portfolio Construction, Risk, and "Developers" vs "Enablers"
Q: How personalized is personalized?
The market size for drugs is often based on revenue needs being above 500 to 700 million for them to be considered interesting.
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
Q: How do you think about management quality and competitive moats?
Management quality is critical, especially in emerging companies, and the relationship between manager quality and the company's competitive advantages is nuanced.
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
Q: What is it about your history that led you to think the way you do about investing?
Kold mentioned that his experience managing significant capital led him toward focusing on a quality investing approach.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About The Synopsis

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

Focused on providing in-depth analysis of public businesses, the content prominently explores complex and industry-specific issues. Each episode offers thorough insights into a variety of sectors including technology, finance, and real estate, highlighting the latest trends, key company developments, and the economic landscape. The approach taken is notably different from many business podcasts, as it trusts the listeners' ability to engage with sophisticated concepts, enabling them to become more informed analysts and investors.

Listeners can expect a unique blend of business analysis through the lens of investment strategies, where the hosts share their extensive research findings and engage with expert interviews. The podcast seems part... more

Where can I find podcast stats 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. The Business Brew
3. Chit Chat Stocks
4. The Acquirers Podcast
5. Business Breakdowns

How many episodes of The Synopsis are there?

The Synopsis launched 2 years ago and published 113 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.

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What guests have appeared on The Synopsis?

Recent guests on The Synopsis include:

1. Ramneek Kundra
2. Mark Dainty
3. William DeGale
4. Simon Kold
5. Pieter Slegers
6. Jeremy Kokemor
7. Jacob Jaber
8. Todd Haushalter

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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