Podcast

The Synopsis

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…

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Latest episodes

  1. Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber23 Jul 2026
  2. Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away15 Jul 2026
  3. Dialogue. Copart, Adobe, and Uber Business Updates3 Jul 2026
  4. Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy18 Jun 2026
  5. Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle10 Jun 2026
  6. Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update26 May 2026
  7. Interview. Highest Conviction Investments and Investing Lessons with Rose Celine7 May 2026
  8. Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans1 May 2026
  9. Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu23 Apr 2026
  10. Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews20 Apr 2026