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
Jay Adair
Willis Johnson
Lending Business
Percentage Incentive Program
Virtual Bidding
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 weeklyEpisodes87Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Synopsis

Latest Episodes

In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! If you prefer to read instead of listen to the memo, you can find access to the article below.

Read the Excerpt here: www.speedwellmemos.com/p/... more

In this interview we talk to Simon Kold, author of On the Hunt for Great Companies. We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! 

*~*~*~*~* 

~S... more

On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update. 

~*~

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

On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy!  ... more

Key Facts

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Recent Guests

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
Sidecar Investor
Investment strategist known for his unique Sidecar investment philosophy
Episode: Interview. Sidecar Investor on Giving a Great Manager the Wheel

Host

Drew Cohen
Host and contributor with a focus on investment analysis, particularly in public businesses.

Reviews

4.9 out of 5 stars from 91 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 States6 months ago
  • Great!

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

    Apple Podcasts
    5
    anonymous444444444444444
    United Statesa year ago
  • Listened to all of them!

    Really knowledgable and love the memo readings

    Apple Podcasts
    5
    Big Move
    United Statesa year ago
  • Very Detailed and thorough

    Excellent

    Apple Podcasts
    5
    Gabe2235
    United Statesa year 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.

The podcast is praised for offering detailed content that differentiates itself from more superficial business podcasts.
Many reviews highlight the enjoyable and engaging nature of the conversations, suggesting a positive reception to both hosts' styles.
Listeners appreciate the in-depth and thorough analysis of various businesses, finding the discussions insightful and educational.

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. 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.
Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses
Q: Why should an investor want to find a great company?
An investor should prefer quality companies because they tend to be more predictable and have lower risks, enhancing their long-term investment potential.
Article. An Interview on Investing with Speedwell Research's Drew Cohen
Q: Which key characteristics should a good investor have?
Self-awareness is key to recognizing biases that impact investment decisions.
Article. An Interview on Investing with Speedwell Research's Drew Cohen
Q: What is the worst investment decision you've ever made?
Drew reflects on his incorrect analysis of Etsy, highlighting the difference between product quality and market demand.

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 podcast offers in-depth discussions on various public businesses, providing listeners with thorough analyses from a perspective geared towards both investment insights and business understanding. Episodes cover the evolution of companies, industry challenges, and unique business strategies, aiming to elevate the listener's analytical skills and investing knowledge. This format is likely to appeal to those who crave detailed insights rather than superficial commentary, making it suitable for aspiring investors and business analysts alike. Notably, the podcast emphasizes clear explanations of complex ideas, setting it apart from many others in the genre.

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?

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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. Business Breakdowns
4. The Business Brew
5. Value Hive Podcast

How many episodes of The Synopsis are there?

The Synopsis launched 2 years ago and published 87 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. Simon Kold
2. Pieter Slegers
3. Jeremy Kokemor
4. Jacob Jaber
5. Todd Haushalter
6. William Thorndike
7. Sidecar Investor

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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