Business Breakdowns
By Colossus | Investing & Business Podcasts
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Category: Investing
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Rate for this podcast
Subscribers: 528
Reviews: 2
Episodes: 166
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 |
|---|---|
|
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 |