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The Synopsis

Drew Cohen
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

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

PublishesTwice weeklyEpisodes144Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Synopsis

Latest Episodes

In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apart from competition to capital allocation and their latest acquistion of Global Blue.

You can fin... more

In this exceptional interview, we talk to Cofounder of Square (Block) Jim McKelvey on competing against Amazon. From his time at Square, he saw how they were able to outcompete Amazon and he wasn't sure how that was possible given their superior reso... more

In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager.

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YouTube Video Links: Paypa... more

In this Dialogue episode of The Synopsis, we discuss the recent fears in SaaS with the looming AI risk and dig deeper into ServiceNow!

Five Minute Money Newsletter Free Sign Up

Watch the ServiceNow Video here, or the Constellation Software Video... more

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Recent Guests

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
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

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 134 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 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
#222
United States/Business/Investing
Apple Podcasts
#151
United Kingdom/Business/Investing
Apple Podcasts
#215
Canada/Business/Investing
Apple Podcasts
#108
Germany/Business/Investing
Apple Podcasts
#5
Chile/Business/Investing
Apple Podcasts
#21
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
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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

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How many episodes of The Synopsis are there?

The Synopsis launched 3 years ago and published 144 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Synopsis?

Recent guests on The Synopsis include:

1. Jim McKelvey
2. Jared Isaacman
3. Claire Kent
4. Ramneek Kundra
5. Mark Dainty
6. William DeGale
7. Simon Kold
8. Pieter Slegers

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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