Drew Cohen joined The Intrinsic Value Community a few weeks ago to share his updates on Meta, Evolution AB, and CoStar Group. Drew is a Portfolio Manager at Davidson Kahn Capital Management and the main contributor to Speedwell Research. He does comprehensive research on a number of businesses, including Airbnb, Floor & Decor, Axon, Coupang, Constellation Software, Dream Finders Homes, and more. RELATED RESOURCES: Drew’s Research: https://speedwellresearch.com/ What you’ll learn here: 0:00:00 - Intro 0:01:56 - Constellation Software 0:27:15 - Copart 0:50:53 - Shift 4 0:57:42 - Adobe 1:25:52 - Outro 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ ▶️ Related Episodes: - Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown: https://youtu.be/eqXXM8ZGAD8 - Copart Stock Analysis: The 100-Bagger Junk Yard: https://youtu.be/60m0mCXfqwI - Adobe Stock Analysis: Designing a Creative Empire: https://youtu.be/L48_x-j4kOE Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. The Investor’s Podcast Network copyrights this show. Written permission must be granted before syndication or rebroadcasting. #Adobe #Copart #Shift4 #EvolutionAB #EVO #CoStarGroup