Business Breakdowns

By Colossus | Investing & Business Podcasts

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 561
Reviews: 2
Episodes: 195


 Jan 11, 2023
excellent podcast

Chris
 Jun 23, 2021
Very informative. Thanks.

Description

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Episode Date
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
Oct 30, 2024
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
Oct 25, 2024
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
Oct 16, 2024
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
Oct 09, 2024
Going Activist in Japan - [Business Breakdowns, EP.185]
Oct 02, 2024
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Sep 27, 2024
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
Sep 18, 2024
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
Sep 11, 2024
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Sep 04, 2024
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Aug 28, 2024
5 Handpicked Highlights - [Business Breakdowns, EP.179]
Aug 21, 2024
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
Aug 14, 2024
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
Aug 07, 2024
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
Jul 31, 2024
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
Jul 24, 2024
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
Jul 17, 2024
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
Jul 10, 2024
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
Jul 03, 2024
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
Jun 26, 2024
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
Jun 19, 2024
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
Jun 12, 2024
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
Jun 05, 2024
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
May 31, 2024
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
May 29, 2024
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
May 22, 2024
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
May 15, 2024
The Evolution of Private Credit - [Business Breakdowns, EP.163]
May 15, 2024
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]
May 08, 2024
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]
May 01, 2024
Gartner: Compound Insights - [Business Breakdowns, EP.160]
Apr 24, 2024
Winmark: Resale at Scale - [Business Breakdowns, EP.159]
Apr 17, 2024
Embraer: Defying Gravity - [Business Breakdowns, EP.158]
Apr 10, 2024
Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
Apr 08, 2024
Duolingo: Free Speech - [Business Breakdowns, EP.157]
Apr 03, 2024
Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
Mar 27, 2024
Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]
Mar 20, 2024
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
Mar 13, 2024
FTX: Inside the Restructuring - [Business Breakdowns, EP.153]
Mar 11, 2024
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
Mar 06, 2024
Vulcan Materials: Rock On - [Business Breakdowns, EP.151]  
Feb 28, 2024
HEICO: Parts for Planes - [Business Breakdowns, EP.150]
Feb 21, 2024
Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]
Feb 14, 2024
Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]
Feb 07, 2024
Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
Jan 31, 2024
Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]
Jan 24, 2024
Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]
Jan 22, 2024
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
Jan 17, 2024
Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]
Jan 10, 2024
Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]
Jan 03, 2024
Moody’s: Aaa Business Model - [Business Breakdowns, EP.142]
Dec 27, 2023
Pernod Ricard: Luxury Liquor - [Business Breakdowns, EP.141]
Dec 20, 2023
Ferrari: Magic from Maranello - [Business Breakdowns, EP.140]
Dec 13, 2023
Charter Communications: Cable Cash Flows - [Business Breakdowns, EP. 139]
Dec 06, 2023
Vistra Corp: Full Stack Energy Provider - [Business Breakdowns, EP.138]
Nov 29, 2023
Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]
Nov 22, 2023
The Coca-Cola Company - [Business Breakdowns, EP.136]
Nov 15, 2023
FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]
Nov 08, 2023
Databricks: Data Based Decisions - [Business Breakdowns, EP.134]
Nov 01, 2023
Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]
Oct 25, 2023
Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]
Oct 18, 2023
WEX: Fleet Cards - [Business Breakdowns, EP.131]
Oct 13, 2023
Equifax: Your Score & More - [Business Breakdowns, EP.130]
Oct 04, 2023
Boeing: Turbulent Times - [Business Breakdowns, EP.129]
Sep 27, 2023
Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]
Sep 13, 2023
Padel: Causing a Racket - [Business Breakdowns, EP.127]
Sep 06, 2023
The Business of Football - [Business Breakdowns, EP.126]
Aug 30, 2023
Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]
Aug 23, 2023
Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]
Aug 16, 2023
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]
Aug 09, 2023
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]
Aug 02, 2023
Copart: The Car Undertaker - [Business Breakdowns, EP.121]
Jul 26, 2023
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
Jul 19, 2023
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]
Jul 12, 2023
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]
Jul 05, 2023
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
Jun 28, 2023
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
Jun 21, 2023
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]
Jun 14, 2023
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
Jun 07, 2023
PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]
May 31, 2023
Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]
May 24, 2023
FICO: A High Score Business - [Business Breakdowns, EP.111]
May 17, 2023
FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]
May 10, 2023
MTN Group: Connecting Africa - [Business Breakdowns, EP.109]
May 03, 2023
Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]
Apr 26, 2023
Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]
Apr 19, 2023
Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]
Apr 12, 2023
Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]
Apr 05, 2023
The National Basketball Association - [Business Breakdowns, EP. 104]
Mar 31, 2023
Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]
Mar 29, 2023
Markel: Playing The Long Game - [Business Breakdowns, EP. 102]
Mar 22, 2023
The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
Mar 15, 2023
IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]
Mar 08, 2023
Wise: Moving Money Around the World - [Business Breakdowns, EP. 99]
Mar 01, 2023
Ryanair: Low Cost Obsessed - [Business Breakdowns, EP. 98]
Feb 22, 2023
Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]
Feb 16, 2023
The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]
Feb 08, 2023
Qualcomm: Making Smartphones Smart - [Business Breakdowns, EP. 95]
Feb 01, 2023
Orangetheory Fitness: A Franchise HIIT - [Business Breakdowns, EP. 94]
Jan 27, 2023
WeChat: China’s Operating System - [Business Breakdowns, EP. 93]
Jan 18, 2023
Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]
Jan 11, 2023
L’Oreal: Because You’re Worth It - [Business Breakdowns, EP. 91]
Jan 04, 2023
Carbon Reduction: Changing Business Practices - [Business Breakdowns, EP. 90]
Dec 28, 2022
Carbon Removal: A Primer - [Business Breakdowns, EP. 89]
Dec 21, 2022
Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]
Dec 18, 2022
DoorDash: Looking for Profitable Routes - [Business Breakdowns, EP. 88]
Dec 14, 2022
Floor & Decor: Raising the Floor - [Business Breakdowns, EP. 87]
Dec 07, 2022
Netflix: The Original - [Business Breakdowns, EP. 86]
Nov 30, 2022
Brookfield Asset Management: Alternative Cash Flows - [Business Breakdowns, EP. 85]
Nov 25, 2022
Harvard Business Publishing: A Case Study - [Business Breakdowns, EP. 84]
Nov 16, 2022
Vanguard: The Alpha Disrupter - [Business Breakdowns, EP. 83]
Nov 09, 2022
The Home Depot: The Pro Builder’s Choice - [Business Breakdowns, EP. 81]
Nov 02, 2022
Cameo: Monetizing Fame - [Business Breakdowns, EP. 80]
Oct 26, 2022
Archaea Energy: Turning Pollution into Profit - [Business Breakdowns, EP. 79]
Oct 19, 2022
Spotter: Funding YouTube Creators - [Business Breakdowns, EP. 78]
Oct 12, 2022
Intuit: An Operating System for Small Businesses - [Business Breakdowns, EP. 77]
Oct 05, 2022
Trader Joe’s: Grocer to the Overeducated and Underpaid - [Business Breakdowns, EP. 76]
Sep 28, 2022
Polaroid: The Genius of Edwin Land - [Business Breakdowns, EP. 75]
Sep 21, 2022
General Electric: Lessons from the Rise and Fall - [Business Breakdowns, EP. 74]
Sep 15, 2022
AMD: How Chips Are Changing - [Business Breakdowns, EP. 73]
Sep 07, 2022
CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72]
Sep 01, 2022
Atlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71]
Aug 24, 2022
ChargePoint: Leading the EV Charge - [Business Breakdowns, EP. 70]
Aug 19, 2022
Union Pacific: Long Train Runnin’ - [Business Breakdowns, EP. 69]
Aug 10, 2022
LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68]
Aug 03, 2022
DuPont: Two Centuries of Chemistry - [Business Breakdowns, EP. 67]
Jul 27, 2022
Charles Schwab: The 8 Trillion Dollar Gorilla - [Business Breakdowns, EP. 66]
Jul 20, 2022
Rolex: Timeless Excellence - [Business Breakdowns, EP. 65]
Jul 15, 2022
Dino Polska: Serving Small-Town Poland - [Business Breakdowns, EP. 64]
Jul 06, 2022
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Jun 29, 2022
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]
Jun 27, 2022
Gogo: Internet for Private Jets - [Business Breakdowns, EP. 62]
Jun 22, 2022
Diploma: Specialized Distribution - [Business Breakdowns, EP. 61]
Jun 15, 2022
PGA Tour: Playing Under Pressure - [Business Breakdowns, EP. 60]
Jun 08, 2022
Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]
May 25, 2022
Goldman Sachs: Fortune Favors the Old - [Business Breakdowns, EP. 58]
May 19, 2022
Baytex Energy: The Business of Oil & Gas - [Business Breakdowns, EP. 57]
May 04, 2022
DigitalBridge: Pioneering Digital Infrastructure - [Business Breakdowns, EP. 56]
Apr 29, 2022
AppLovin: Monetizing & Marketing Mobile Apps - [Business Breakdowns, EP. 55]
Apr 20, 2022
Afterpay: Buy Now, Pay Later - [Business Breakdowns, EP. 54]
Apr 13, 2022
Block: Square, Cash App, and Economic Access - [Business Breakdowns, EP. 53]
Apr 06, 2022
McKinsey & Company: The First Management Consultants - [Business Breakdowns, EP. 52]
Mar 30, 2022
Fanatics: Growing the Sports Economy - [Business Breakdowns, EP. 51]
Mar 23, 2022
Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]
Mar 16, 2022
Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]
Mar 09, 2022
Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]
Mar 02, 2022
The New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]
Feb 23, 2022
Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]
Feb 16, 2022
UPS: Leaders of the Package - [Business Breakdowns, EP. 46]
Feb 09, 2022
Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]
Feb 02, 2022
ViacomCBS: A Content King in the Streaming War - [Business Breakdowns, EP. 44]
Jan 26, 2022
Peloton: Reinventing the Wheel - [Business Breakdowns, EP. 43]
Jan 19, 2022
Cannabis: Legalizing the Leaf - [Business Breakdowns, EP. 42]
Jan 12, 2022
Finch Therapeutics: Empowering Immune Systems - [Business Breakdowns, EP. 41]
Dec 29, 2021
London Stock Exchange Group - [Business Breakdowns, EP. 40]
Dec 22, 2021
The National Football League - [Business Breakdowns, EP. 39]
Dec 15, 2021
NextEra Energy: The Renewable Leader - [Business Breakdowns, EP. 38]
Dec 08, 2021
Novocure: Using Physics to Fight Cancer - [Business Breakdowns, EP. 37]
Dec 01, 2021
AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]
Nov 24, 2021
Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]
Nov 17, 2021
HelloFresh: Delivering on Process Power - [Business Breakdowns, EP. 34]
Nov 10, 2021
MongoDB: The Database Platform - [Business Breakdowns, EP. 33]
Nov 03, 2021
Universal Music Group: The Gatekeepers of Music - [Business Breakdowns, EP. 32]
Oct 27, 2021
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
Oct 20, 2021
John Deere: Centuries of Farming Innovation [Business Breakdowns, EP. 30]
Oct 13, 2021
Salesforce: The Cloud & SaaS Pioneer [Business Breakdowns, EP. 29]
Oct 06, 2021
Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28]
Sep 29, 2021
Taboola: The Open Web’s Suggestion Engine - [Business Breakdowns, EP. 27]
Sep 22, 2021
Sky Mavis: The Builders Behind Axie Infinity - [Business Breakdowns, EP. 26]
Sep 15, 2021
Datadog: The Realtime Data Monitor - [Business Breakdowns, EP. 25]
Sep 08, 2021
Wyndham Hotels: Loyalty Matters - [Business Breakdowns, EP. 24]
Sep 01, 2021
Dexcom: Digitizing Diabetes Management - [Business Breakdowns, EP. 23]
Aug 25, 2021
SmileDirectClub: Closing the Gap with Affordability - [Business Breakdowns, EP. 22]
Aug 18, 2021
ZoomInfo: The Go-To-Market Platform - [Business Breakdowns, EP. 21]
Aug 11, 2021
Blackstone: Beyond Buyouts - [Business Breakdowns, EP. 20]
Aug 04, 2021
A Primer on Space: The Final Frontier - [Business Breakdowns, EP. 19]
Jul 28, 2021
Petco: Capturing the Pet Economy - [Business Breakdowns, EP. 18]
Jul 21, 2021
Cardlytics: The Ad Platform with Purchasing Power - [Business Breakdowns, EP. 17]
Jul 14, 2021
Exxon Mobil: An Aging Energy Empire - [Business Breakdowns, EP. 16]
Jul 07, 2021
Facebook: The Trillion Dollar Listing - [Business Breakdowns, EP. 15]
Jun 30, 2021
Formula One: The Iconic Motor Sport - [Business Breakdowns, EP. 14]
Jun 23, 2021
Moderna: The Software of Life - [Business Breakdowns, EP. 13]
Jun 16, 2021
Pinduoduo: Rise of Social Commerce - [Business Breakdowns, EP. 12]
Jun 09, 2021
Invisalign: Patents, Patients, and Profits - [Business Breakdowns, EP. 11]
Jun 02, 2021
Wix: The Internet Storefront - [Business Breakdowns, EP. 10]
May 26, 2021
Ethereum: Into the Ether - [Business Breakdowns, EP. 09]
May 19, 2021
Calm: The Sleeping Giant - [Business Breakdowns, EP. 08]
May 12, 2021
Visa: The Original Protocol Business - [Business Breakdowns, EP. 07]
May 05, 2021
Twilio: Messaging, Margins, and Markets - [Business Breakdowns, EP. 06]
Apr 28, 2021
Cinnabon: The Omnichannel Approach to Indulgence - [Business Breakdowns, EP. 05]
Apr 21, 2021
Costco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]
Apr 14, 2021
Alibaba: A Giant Among Giants - [Business Breakdowns, EP. 03]
Apr 09, 2021
Chipotle: Simplicity as the Recipe for Success - [Business Breakdowns, EP. 02]
Apr 07, 2021
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
Apr 05, 2021
Business Breakdowns - Trailer
Apr 02, 2021
Welcome to Business Breakdowns
Mar 18, 2021