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Business Breakdowns
Business Breakdowns
Colossus | Investing & Business Podcasts

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and... more

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Episodes

The Marina Industry: Building Moats, Storing Boats

This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than... more

19 Jun 2024 · 43 minutes
Coupang: Korean E-Commerce Craze

Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests,... more

12 Jun 2024 · 1 hour, 1 minute
Lifco: Dentistry, Demolition, and Decentralization

This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian... more

05 Jun 2024 · 47 minutes
CHIPS Act: Securing Semiconductor Supply

We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business... more

31 May 2024 · 49 minutes
InterDigital: Setting Wireless Standards

Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has... more

29 May 2024 · 53 minutes
Bajaj Finance: Strategies of a Lending Giant

Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion,... more

22 May 2024 · 1 hour,
The Evolution of Private Credit: Part 2

Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh... more

15 May 2024 · 46 minutes
The Evolution of Private Credit

Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion... more

15 May 2024 · 53 minutes
British American Tobacco: Clearing the Air

Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is... more

08 May 2024 · 46 minutes
AMETEK: Industrial Excellence

Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at... more

01 May 2024 · 54 minutes
Business Breakdowns
The Marina Industry: Building Moats, Storing Boats
Business Breakdowns