
Over deze podcast
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…
144 afleveringen · Investeren
The Synopsis
Over deze podcast
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…
Recente afleveringen
- The Last Big Tech Fight: AI Agents (Apple, Google, Meta)1 okt · 1 u 04 min
- Interview. How Meta's Muse Changed the AI Debate with MBI.29 sep · 1 u 36 min
- Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)22 sep · 1 u 04 min
- Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing15 sep · 50 min
- Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital3 sep · 1 u 24 min
- Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle26 aug · 40 min
- Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong20 aug · 1 u 07 min
- Dialogue. What Meta's Capex is Really for and Their 6 Call Options13 aug · 52 min
- Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber23 jul · 1 u 02 min
- Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away15 jul · 45 min