Sep 29, 2026
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...
Sep 22, 2026
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:
Sep 15, 2026
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.
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Sep 3, 2026
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.
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You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.
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For full access to all of our updates and in-depth...