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The Synopsis

Article. An Interview on Investing with Speedwell Research's Drew Cohen

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.
26:51

Podcast summary created with Snipd AI

Quick takeaways

  • Drew Cohen highlights the importance of combining qualitative insights with quantitative analysis to enhance investment decision-making.
  • The experiences of investing in companies like Meta and Etsy reflect the necessity of continuous research to align strategies with market dynamics.

Deep dives

Founding Speedwell Research

The inspiration behind Speedwell Research stems from the desire to create high-quality investment reports that Drew Cohen felt were lacking during his tenure at Goldman Sachs and Capital Group. With a background steeped in investment, Drew's early exposure to methods that did not emphasize substantial research led him to embrace a different approach, learned from notable figures like Warren Buffett. After working in prestigious investment roles, he recognized the need for clear, narrative-driven research instead of conventional, graph-heavy reports. This shift in perspective inspired the founding of Speedwell, aiming to provide investors with the meaningful insights and comprehensive analysis that he wished existed in the mainstream investment analysis landscape.

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