The Synopsis

The Last Big Tech Fight: AI Agents (Apple, Google, Meta)

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

Interview. How Meta's Muse Changed the AI Debate with MBI.

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 ma

Dialogue. Two Struggling Stocks: Turnarounds or Value Traps? (Copart, Trade Desk)

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

Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors.  ~*~ You can also get a free

Interview. Palantir, DLocal & the Psychology of Investing with Babylon Capital

In this episode of The Synopsis we interview Dimitry of Babylon Capital on a variety of investing topics from portfolio concentration to how he identified Palantir early.

Dialogue. The Right Way to Diversify, Portfolio Strategies, Investment Matching Principle

In this Dialogue episode of The Synopsis we talk about diversification and how it feeds into portfolio strategy.  ~*~ You can also get a free trial to AlphaSense to r

Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong.  ~*~ You can

Dialogue. What Meta's Capex is Really for and Their 6 Call Options

In this Dialogue episode of The Synopsis we provide an update on Meta!    ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this li

Dialogue. AI SaaS Risk (again), Atlassian, Duolingo, & Uber

In this Dialogue episode of The Synopsis we talk Atlassian, AI/ software risks, Duolingo, and Uber in this podcast.    ~*~ You can also get a free trial to AlphaSen

Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home.  YouTube Video Links: Netflix Update (June 23rd), Buying v

Dialogue. Copart, Adobe, and Uber Business Updates

In this Dialogue episode of The Synopsis we talk Copart, Adobe and Uber!  YouTube Video Links: Adobe Update (June 16th),  Uber Update (June 30th)  Five Minute Money N

Dialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy

In this Dialogue episode of The Synopsis we discuss inflation and how to hedge a portfolio for it.  YouTube Video Links: How to Protect Your Portfolio from Inflation

Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider.  YouTube Video Links: Why This Isn't an

Dialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and

Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of d

Interview. Former Coupang VP on Ecommerce Landscape, 1P vs 3p, and Expansion Plans

On this podcast we talk to Gunjan Bhartia, Former VP of Strategy & Business at Coupang to explore Coupang's evolving strategy—from international expansion to business mod

Interview. Hedge Fund Manager's Top Investments with Hayden Capital's Fred Liu

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he l

Dialogue. Private Credit Unraveling, Taxes & Investing, Key Insights from Investor Interviews

In this Dialogue episode of The Synopsis, we discuss private credit and take-aways from our Shift4, Chris Mayer and Bill Nygren interivews.  YouTube Video Links: Privat

Interview. Chris Mayer on Finding Quality Compounding Stocks

In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Retur

Interview. Bill Nygren on 25 Years of Beating the Market

In this incredible interview I spoke with legendary investor Bill Nygren, who has beaten the market over a 25 year period by around 200bps. This is an extremely hard and