The Synopsis

In this episode of The Synopsis, we talk about fear in investing and other psychological biases. We also hit on an investment case study with Evolution and talk about whether missing AppLovin was a mistake.
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Drew Cohen Capital
Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/
Speedwell Research
For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/
Fiscal.AI
Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/
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Show Notes: 
(0:00)  — Host Tryouts
(1:55)  — The Decision Point
(33:22)  — Lessons From Evolution Gaming
(48:41)  — Thinking in Bets
(57:10)  — Execution is Everything

 
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Podcast background:
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 Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel  ⁨@DrewCohenMoney⁩  . You can learn more about him here: https://www.drewcohencapital.com/
Alex is an unpaid host.
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This podcast is also available on YouTube, Spotify, Apple, and anywhere else you get your podcasts.
YouTube: https://www.youtube.com/@TheSynopsisPod 
Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li 
Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398
 
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohencapital.com/disclaimers

In this episode of The Synopsis, we talk Aria Radnia on various stocks and Aria asks Drew questions in return!
~*~*~*~
Drew Cohen Capital
Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/
Speedwell Research
For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/
Fiscal.AI
Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/
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Show Notes: 
(0:00)  — Aria's Investment Style
(3:02)  — Adobe
(14:40)  — Uber AV Risk Debate
(24:00)  — Can Uber Become a Super App?
(27:36)  — AppLovin
(37:20)  — What's It Like Working in Finance
(50:21)  — Investment Philosophy Shift
(1:00:20)  — FICO

 
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Podcast background:
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 Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel  ⁨@DrewCohenMoney⁩  . You can learn more about him here: https://www.drewcohencapital.com/
Alex is an unpaid host.
~*~*~*~*~
This podcast is also available on YouTube, Spotify, Apple, and anywhere else you get your podcasts.
YouTube: https://www.youtube.com/@TheSynopsisPod 
Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li 
Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398
 
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohencapital.com/disclaimers

In this episode of The Synopsis, we talk more about Google Search and the AI risk, as well as Meta's AI opportunity and capital raise. We also cover why Axon is such a great businesses and the 50% stock sell off. Note that this was recorded *before* Google's earnings yesterday.
~*~*~*~
Drew Cohen Capital
Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/
Speedwell Research
For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/
Fiscal.AI
Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/
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Show Notes: 
(0:00)  — Google Search Risk
(11:58)  — Agentic Shopping
(18:02)  — Meta's Capital Raise & AI Buildout
(32:37)  — Axon
 
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Podcast background:
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 Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel  ⁨@DrewCohenMoney⁩  . You can learn more about him here: https://www.drewcohencapital.com/
Alex is an unpaid host.
~*~*~*~*~
This podcast is also available on YouTube, Spotify, Apple, and anywhere else you get your podcasts.
YouTube: https://www.youtube.com/@TheSynopsisPod 
Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li 
Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398
 
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohencapital.com/disclaimers

In this episode of The Synopsis, we talk to ad tech expert Eric Seufert of Mobile Dev Memo on Google's transition with AI, Agentic Shopping, and AppLovin.
~*~*~*~
Drew Cohen Capital
Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/
Speedwell Research
For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/
Fiscal.AI
Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/
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Show Notes: 
(0:00)  — Is AI Chat Disrupting Google Search?
(20:73)  — Can Google Rebuild One of the Best Businesses Ever?
(32:00)  — Will Ads Play a Role in Chatbots?
(37:36)  — Agentic Commerce
(44:47)  — Subscriptions vs Ads for AI Agents
(50:18)  — AI Agents vs OTAs
(59:17)  — How Apple Could Monetize AI
(1:10:24)  — When Will Ad Model Gains Plateau?
(1:20:00)  — Where to Find Eric
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Podcast background:
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 Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel  ⁨@DrewCohenMoney⁩  . You can learn more about him here: https://www.drewcohencapital.com/
Alex is an unpaid host.
~*~*~*~*~
This podcast is also available on YouTube, Spotify, Apple, and anywhere else you get your podcasts.
YouTube: https://www.youtube.com/@TheSynopsisPod 
Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li 
Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398
 
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohencapital.com/disclaimers

In this episode of The Synopsis, Alex capitualtes and let's us talk about AI and software again. We cover a lot of key SaaS risks and speculate on the AI Frontier companies business models. 
You can become a Speedwell Research member here and get access to the "AI risk to Software report, as well as over two dozen company deep dives: https://speedwellresearch.com/subscribe/ 

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Drew Cohen Capital
Learn more about advisory services offered through Davidson Kahn Capital Management here: https://www.drewcohencapital.com/ 
Speedwell Research
For full access to Speedwell Research's in-depth reports and stock updates, become a member here: https://speedwellresearch.com/subscribe/ 
Fiscal.AI
Free trial and *15% off* of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/ 

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Show Notes
(0:00)  — Will AI Replace Software?
(13:45)  — Model vs Harness
(21:40)  — Will AI Models Be Commoditized?
(31:50)  — One Superior Model Risk
(35:40)  — In-House Software Development Risk 
(44:48)  — AI Startup Risk
(49:58)  — AI Agent Risk
(56:43)  — Which Companies are Safe?

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
Podcast background: 
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 Management. He also is the founder of Speedwell Research, an equity research business which produces in-depth research reports for hedge funds and asset managers. He also has his own YouTube channel  @DrewCohenMoney  . You can learn more about him here: https://www.drewcohencapital.com/ 
Alex is an unpaid host. 
~*~*~*~*~
This podcast is also available on Spotify, Apple, and anywhere else you get your podcasts. 
Spotify: https://open.spotify.com/show/3lGqHRKHd7t5LIpKc8f7Li
Apple: https://podcasts.apple.com/us/podcast/the-synopsis/id1699073398 
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers 
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