The Synopsis

Drew Cohen

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About

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 the deep details. We approach investing from the perspective of business owners, instead of Wall Street Commentators. Start listening today to become a better analyst, investor and business-person. Drew Cohen is an investment manager and financial advisor at Davidson Kahn Capital...

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Recent episodes

  • Interview. How to Continually Improve Your InvestingNov 5, 2026 · 1 hr 9 min
  • Dialogue. Google's AI Threat, Meta's $98B Raise, and Axon's 50% CrashOct 28, 2026 · 59 min
  • Interview. Eric Seufert on Whether AI Will Destroy Google's Search MonopolyOct 22, 2026 · 1 hr 21 min
  • Dialogue. Will AI Destroy the Software Business Model?Oct 13, 2026 · 1 hr 7 min
  • Dialogue. Business Frameworks from Thousands of Hours of InvestingOct 8, 2026 · 58 min
  • The Last Big Tech Fight: AI Agents (Apple, Google, Meta)Oct 1, 2026 · 1 hr 4 min
  • Interview. How Meta's Muse Changed the AI Debate with MBI.Sep 29, 2026 · 1 hr 36 min
  • Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)Sep 22, 2026 · 1 hr 4 min
  • Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth InvestingSep 15, 2026 · 50 min
  • Interview. Palantir, DLocal & the Psychology of Investing with Babylon CapitalSep 3, 2026 · 1 hr 24 min

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The Synopsis Podcast by Drew Cohen | Parasocial