

Article. An Interview on Investing with Speedwell Research's Drew Cohen
25 snips Mar 28, 2025
Dive into an engaging conversation with Drew Cohen as he shares his journey from short-term trading to a deep research philosophy. Discover how independent analysis shapes smart investing decisions and the importance of developing your own insights. Learn about the dynamics driving Meta's revenue and the impact of Apple's tracking changes. Plus, explore key investment characteristics and book recommendations for further enrichment. Tune in for a blend of strategies that promote logical thinking alongside emotional balance.
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Drew's Investing Journey
- Drew Cohen's investing journey began at 14, initially focusing on short-term trading and macro trends.
- After working at Goldman Sachs and Capital Group, he founded Speedwell Research to provide in-depth, qualitative research.
Conviction Through Research
- True understanding of a business removes the need for agonizing decisions, as the right path becomes clear.
- Deep research builds this understanding and the necessary conviction to withstand market fluctuations.
Interlocking Moats
- Businesses with "interlocking moats," multiple interconnected competitive advantages, are highly defensible.
- Drew illustrates this with RH, whose furniture galleries, designer collaborations, restaurants, and real estate strategy reinforce each other.