Frederik's Labyrinth of Life

Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals

Feb 10, 2023

56:34

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Episode notes

Is There a Trade-Off Between Scale and Productivity?

01:33

How Do You Think About the Spin Offs?

02:19

The Competitive Advantages of Software Companies

02:32

Investing in a Popular Company Is Not Ideal, Right?

03:18

Introduction

2min

Speedball Research - What You Think About It?

4min

What Are the Open Questions on Social Networking?

4min

Social Networks

4min

Is There an Opportunity for Better Margining?

3min

What Is the Increasing Insight?

3min

The Competitive Advantages of Software Companies

3min

Is There a Trade-Off Between Scale and Productivity?

2min

Is There a Danger in Legacy Software Solutions?

4min

10.

Is There a Trade Off Between Decentralized Decision Making and Inorganic Acquisition?

5min

11.

How Do You Think About the Spin Offs?

2min

12.

Is There a Need to Change?

4min

13.

The Costco for Flooring?

2min

14.

What Are the Main Assumptions for This?

2min

15.

How Do You Decide Which One to Get to First?

2min

16.

Investing in a Popular Company Is Not Ideal, Right?

3min

17.

The Most Interesting Thing Is Holding on Counterfactuals

3min

18.

Is There a Favorite Corporate Failure That You Enjoy Learning From?

2min

19.

What's the Tradeoff Between Having Your Own List and Being a Writer?

2min

Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinions. It should not be relied on to make investment decisions. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions. Also see Speedwell’s Disclaimer.

Drew and I talked about Meta, Constellation, Floor & Decor, Restoration Hardware, and his research and writing process. I will share excerpts from the conversation and Drew's work on the substack.

Drew Cohen writes at Speedwell Research and is a Portfolio Manager at Davidson Kahn Capital Management. Prior to Davidson Kahn, Drew was at Capital Group, where he helped managed $5B+ of AUM. Prior to his role at Capital Group, he worked at Goldman Sachs in New York in their Global Investment Research division.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribe

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Frederik's Labyrinth of Life

Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals

Is There a Trade-Off Between Scale and Productivity?

How Do You Think About the Spin Offs?

The Competitive Advantages of Software Companies

Investing in a Popular Company Is Not Ideal, Right?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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highlights

Save any
moment

Share
& Export

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highlights