Dialogue. Business Frameworks from Thousands of Hours of Investing Video

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/ -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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

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/

In this episode of The Synopsis, Alex had the best moment of his life when he got Drew to agree with him on a point. We talk about what an agentic AI world means for Meta, Apple, Google, and other internet businesses. ~*~*~*~ 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/ -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes: (0:00) — Thoughts on Muse (22:19) — How AI Agents Affect Airbnb & Booking (37:24) — Google Search vs AI Agents (47:46) — Is Apple Really Behind in the AI Race? -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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

In this episode of The Synopsis, we talk to Mostly Borrowed Ideas on how Meta's Muse signifies the beginning of a potentially very disruptive AI transition that leaves many businesses worse off. We touch on Airbnb, Booking, Uber, DoorDash, and Amazon, among others. Mostly Borrowed Ideas, or MBI, was one of the earliest stock analysts to write his thoughts publicly. He has over 150k followers on X and tens of thousands investors regularly read his stock commentary.

In this episode of The Synopsis, Alex bemoans the video launch because he has to pay attention to Drew talk, and we go deep on The Trade Desk and Copart. You can watch an in-depth deep dive on both stocks here: The Trade Desk: https://www.youtube.com/watch?v=A0vV_w1nfNk Copart: https://www.youtube.com/watch?v=Ar8QlzMhcfs ~*~*~*~ 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/ -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes: (0:00) — The Synopsis Podcast Overview (3:38) — The Trade Desk Business Overview (12:47) — Why the Market Shifted on The Trade Desk (24:40) — The Trade Desk Opportunity (31:41) — Copart Update (55:56) — Market vs Management Narrative -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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