Business Breakdowns

Colossus | Investing & Business Podcasts

Weekly podcast. Next episode on Wednesday.

Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.

222 episodes • 0 archived •

E214

Ecolab: Clean Machine

E214·

April 23

41 mins

E213

Snap-on: Tools of the Trades

E213·

April 16

46 mins

E212

Goosehead: Insuring Coverage

E212·

April 9

1h 9m

E211

Compass: Meals for the Masses

E211·

April 2

58 mins

E210

EssilorLuxottica: Sight To Behold

E210·

March 26

44 mins

E209

Watsco: Air Apparent

E209·

March 19

55 mins

E208

Apollo: Connoisseurs of Complexity

E208·

March 14

1h 13m

E207

Cognex: Vision Quest

E207·

February 26

43 mins

Rolls-Royce: Turbines and Tribulations

February 19

54 mins

AMETEK: Industrial Excellence

February 12

54 mins

E206

Jack Henry: VMS King

E206·

February 5

1h 1m

E205

APi Group: Safety Services at Scale

E205·

January 29

50 mins

E204

Kaspi.kz: The Kazakh Super-App

E204·

January 22

55 mins

E203

Gaming Consoles Part 3: Nintendo

E203·

January 17

1h 15m

E202

Gaming Consoles Part 2: Sony

E202·

January 15

47 mins

E201

Gaming Consoles Part 1: The Thesis

E201·

January 15

54 mins

E200

Arm: The Silicon Blueprint

E200·

January 8

43 mins

E199

Kering: It's Gucci

E199·

January 1

45 mins

E198

2024 Anecdotes to Remember

E198·

Dec 27, 2024

42 mins

E197

FilterBuy: Fresh Air

E197·

Dec 23, 2024

51 mins

E196

Inditex: Fast Fashion

E196·

Dec 18, 2024

58 mins

E195

Alternative Lending in Real Estate

E195·

Dec 11, 2024

1h 1m

E194

SpaceX: Rocket Ship

E194·

Dec 4, 2024

1h 2m

E193

Investing in Venture Secondaries

E193·

Nov 27, 2024

53 mins

E192

Informa: Where Industries Meet

E192·

Nov 20, 2024

59 mins

E191

Fastenal: A Nuts & Bolts Success Story

E191·

Nov 13, 2024

50 mins

E190

Demographics Driving Real Estate

E190·

Nov 6, 2024

53 mins

E189

Merck & Co: Blockbuster Drugs

E189·

Oct 30, 2024

1h 6m

E188

American Tower: Signals and Stability

E188·

Oct 25, 2024

40 mins

E187

AIG: Rise, Fall, and Rebirth

E187·

Oct 16, 2024

50 mins

E186

Gregorys Coffee: From Bean to Dream

E186·

Oct 9, 2024

1h 39m

E185

Going Activist in Japan

E185·

Oct 2, 2024

59 mins

E184

RTW: Investing across Healthcare

E184·

Sep 27, 2024

1h 6m

E183

Sherwin-Williams: Brushstrokes of Success

E183·

Sep 18, 2024

1h 4m

E182

Rakuten: Rewiring Japan's Digital Economy

E182·

Sep 11, 2024

55 mins

E181

Renishaw: The Precision Pioneers

E181·

Sep 4, 2024

50 mins

E180

3i Group: Capital in Action

E180·

Aug 28, 2024

38 mins

E179

5 Handpicked Highlights

E179·

Aug 21, 2024

23 mins

E178

Graco: Mastering The Flow

E178·

Aug 14, 2024

42 mins

E177

Siemens Energy: Winds of Change

E177·

Aug 7, 2024

54 mins

E176

Olympic Games: The Price of Glory

E176·

Jul 31, 2024

42 mins

E175

Axon: Stunning The Competition

E175·

Jul 24, 2024

53 mins

E174

Rolls-Royce: Turbines and Tribulations

E174·

Jul 17, 2024

55 mins

E173

Cintas: Rags to Riches

E173·

Jul 10, 2024

46 mins

E172

Mineral Resources: Unearthing Value

E172·

Jul 3, 2024

51 mins

E171

Motorola Solutions: From Zero to Hero

E171·

Jun 26, 2024

55 mins

E170

The Marina Industry: Building Moats, Storing Boats

E170·

Jun 19, 2024

43 mins

E169

Coupang: Korean E-Commerce Craze

E169·

Jun 12, 2024

1h 1m

E168

Lifco: Dentistry, Demolition, and Decentralization

E168·

Jun 5, 2024

47 mins

E167

CHIPS Act: Securing Semiconductor Supply

E167·

May 31, 2024

49 mins

E166

InterDigital: Setting Wireless Standards

E166·

May 29, 2024

53 mins

E165

Bajaj Finance: Strategies of a Lending Giant

E165·

May 22, 2024

1 hr

E164

The Evolution of Private Credit: Part 2

E164·

May 15, 2024

45 mins

E163

The Evolution of Private Credit

E163·

May 15, 2024

53 mins

E162

British American Tobacco: Clearing the Air

E162·

May 8, 2024

46 mins

E161

AMETEK: Industrial Excellence

E161·

May 1, 2024

54 mins

E160

Gartner: Compound Insights

E160·

Apr 24, 2024

47 mins

E159

Winmark: Resale at Scale

E159·

Apr 17, 2024

50 mins

E158

Embraer: Defying Gravity

E158·

Apr 10, 2024

49 mins

Boeing (REPLAY): Turbulent Times

Apr 8, 2024

47 mins

E157

Duolingo: Free Speech - [Business Breakdowns, EP.157]

E157·

Apr 3, 2024

59 mins

E156

Mitsubishi Corporation: A Japanese Trading Company

E156·

Mar 27, 2024

44 mins

E155

Intuitive Surgical: Robotic Precision

E155·

Mar 20, 2024

1h 5m

E154

D.R. Horton: Building a New Model

E154·

Mar 13, 2024

1h 4m

E153

FTX: Inside the Restructuring

E153·

Mar 11, 2024

47 mins

E152

CNX Resources: Hit the Gas

E152·

Mar 6, 2024

52 mins

E151

Vulcan Materials: Rock On

E151·

Feb 28, 2024

51 mins

E150

HEICO: Parts for Planes

E150·

Feb 21, 2024

1h 1m

E149

Intel: Cyclical Recovery or Secular Demise?

E149·

Feb 14, 2024

1h 5m

E148

Arthur J. Gallagher: Insurance Broking

E148·

Feb 7, 2024

46 mins

E147

Samsung: Semiconductors over Smartphones

E147·

Jan 31, 2024

50 mins

E146

Patek Philippe: Watch Perfection

E146·

Jan 24, 2024

58 mins

Rolex: Timeless Excellence

Jan 22, 2024

1h 1m

E145

Visma: Mission Critical European Software

E145·

Jan 17, 2024

45 mins

E144

Trane Technologies: Hot and Cold

E144·

Jan 10, 2024

45 mins

E143

Live Oak: The Small Business Bank

E143·

Jan 3, 2024

1h 3m

E142

Moody’s: Aaa Business Model

E142·

Dec 27, 2023

39 mins

E141

Pernod Ricard: Luxury Liquor

E141·

Dec 20, 2023

45 mins

E140

Ferrari: Magic from Maranello

E140·

Dec 13, 2023

1 hr

E139

Charter Communications: Cable Cash Flows

E139·

Dec 6, 2023

1h 3m

E138

Vistra Corp: Full Stack Energy Provider

E138·

Nov 29, 2023

52 mins

E137

Entegris: Solutions for Semiconductors

E137·

Nov 22, 2023

47 mins

E136

The Coca-Cola Company

E136·

Nov 15, 2023

45 mins

E135

FedEx: Anytime, Anywhere

E135·

Nov 8, 2023

56 mins

E134

Databricks: Data Based Decisions

E134·

Nov 1, 2023

49 mins

E133

Match Group: The Business Behind Tinder

E133·

Oct 25, 2023

1h 9m

E132

Olin: Chemistry and Cash Flows

E132·

Oct 18, 2023

58 mins

E131

WEX: Fleet Cards

E131·

Oct 13, 2023

41 mins

E130

Equifax: Your Score & More

E130·

Oct 4, 2023

1h 3m

E129

Boeing: Turbulent Times

E129·

Sep 27, 2023

47 mins

E128

Kingspan: Influential Irish Insulation

E128·

Sep 13, 2023

47 mins

E127

Padel: Causing a Racket

E127·

Sep 6, 2023

55 mins

E126

The Business of Football

E126·

Aug 30, 2023

59 mins

E125

Casey’s General Stores: Fueling Convenience

E125·

Aug 23, 2023

48 mins

E124

Take-Two Interactive: GTA and NBA 2K

E124·

Aug 16, 2023

54 mins

E123

Nubank: David vs Goliaths

E123·

Aug 9, 2023

1h 5m

E122

Argenx: Changing Lives with Llamas

E122·

Aug 2, 2023

43 mins

E121

Copart: The Car Undertaker

E121·

Jul 26, 2023

50 mins

E120

Lululemon Athletica: The Athleisure Leader

E120·

Jul 19, 2023

46 mins

E119

Toast: The Restaurant Operating System

E119·

Jul 12, 2023

50 mins

E118

Applied Materials: Sanding Atoms

E118·

Jul 5, 2023

46 mins

E117

ASML: Competing with Moore’s Law

E117·

Jun 28, 2023

51 mins

E116

Roku: One Stop Streaming Shop

E116·

Jun 21, 2023

41 mins

E115

Mobile Gaming: A Freemium Economy

E115·

Jun 14, 2023

51 mins

E114

First Citizens Bank: The Bank Buyers

E114·

Jun 7, 2023

1h 3m

E113

PayPal: A Digital Money Marketplace

E113·

May 31, 2023

1h 6m

E112

Restoration Hardware: Climbing the Luxury Mountain

E112·

May 24, 2023

1h 1m

E111

FICO: A High Score Business

E111·

May 17, 2023

47 mins

E110

FC Bayern Munich: The Best Run Club in Football

E110·

May 10, 2023

1h 7m

E109

MTN Group - Connecting Africa

E109·

May 3, 2023

1 hr

E108

Roper Technologies: Industrial Titan to Software Giant

E108·

Apr 26, 2023

47 mins

E107

Dolby Laboratories: The Sound Standard

E107·

Apr 19, 2023

1h 3m

E106

Electronic Arts: FIFA, The Sims, Madden and More

E106·

Apr 12, 2023

57 mins

E105

Titan: A Golden Case in Indian Retail

E105·

Apr 5, 2023

1h 4m

E104

The National Basketball Association

E104·

Mar 31, 2023

1h 10m

E103

Jim Chanos: A Short Thesis on Data Centers

E103·

Mar 29, 2023

43 mins

E102

Markel: Playing The Long Game

E102·

Mar 22, 2023

1h 2m

E101

The Walt Disney Company: An Entertainment Empire

E101·

Mar 15, 2023

49 mins

E100

IPL: The World’s Fastest Growing Sports League

E100·

Mar 8, 2023

1h 33m

E99

Wise: Moving Money Around the World

E99·

Mar 1, 2023

1h 7m

E98

Ryanair: Low Cost Obsessed

E98·

Feb 22, 2023

48 mins

E97

Constellation Software: Principled, Profitable, Permanent

E97·

Feb 16, 2023

1 hr

E96

The Business of Sport: NFL, F1, PGA Tour

E96·

Feb 8, 2023

1h 41m

E95

Qualcomm: Making Smartphones Smart

E95·

Feb 1, 2023

44 mins

E94

Orangetheory Fitness: A Franchise HIIT

E94·

Jan 27, 2023

46 mins

E93

WeChat: China’s Operating System

E93·

Jan 18, 2023

52 mins

E92

Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]

E92·

Jan 11, 2023

1h 8m

E91

L’Oreal: Because You’re Worth It

E91·

Jan 4, 2023

57 mins

E90

Carbon Reduction: Changing Business Practices

E90·

Dec 28, 2022

1h 1m

E89

Carbon Removal: A Primer

E89·

Dec 21, 2022

46 mins

Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]

Dec 18, 2022

1h 1m

E88

DoorDash: Looking for Profitable Routes

E88·

Dec 14, 2022

51 mins

E87

Floor & Decor: Raising the Floor

E87·

Dec 7, 2022

49 mins

E86

Netflix: The Original

E86·

Nov 30, 2022

55 mins

E85

Brookfield Asset Management: Alternative Cash Flows

E85·

Nov 25, 2022

55 mins

E84

Harvard Business Publishing: A Case Study

E84·

Nov 16, 2022

50 mins

E83

Vanguard: The Alpha Disrupter

E83·

Nov 9, 2022

51 mins

E81

The Home Depot: The Pro Builder’s Choice

E81·

Nov 2, 2022

56 mins

E80

Cameo: Monetizing Fame

E80·

Oct 26, 2022

55 mins

E79

Archaea Energy: Turning Pollution into Profit

E79·

Oct 19, 2022

46 mins

E78

Spotter: Funding YouTube Creators

E78·

Oct 12, 2022

50 mins

E77

Intuit: An Operating System for Small Businesses

E77·

Oct 5, 2022

54 mins

E76

Trader Joe’s: Grocer to the Overeducated and Underpaid

E76·

Sep 28, 2022

50 mins

E75

Polaroid: The Genius of Edwin Land

E75·

Sep 21, 2022

50 mins

E74

General Electric: Lessons from the Rise and Fall

E74·

Sep 15, 2022

52 mins

E73

AMD: How Chips Are Changing

E73·

Sep 7, 2022

52 mins

E72

CrowdStrike: Cyber SaaS

E72·

Sep 1, 2022

1 hr

E71

Atlas Copco: Sweden’s Best Kept Secret

E71·

Aug 24, 2022

43 mins

E70

ChargePoint: Leading the EV Charge

E70·

Aug 19, 2022

40 mins

E69

Union Pacific: Long Train Runnin’

E69·

Aug 10, 2022

1h 1m

E68

LVMH: The Wolf in Cashmere’s Conglomerate

E68·

Aug 3, 2022

53 mins

E67

DuPont: Two Centuries of Chemistry

E67·

Jul 27, 2022

49 mins

E66

Charles Schwab: The 8 Trillion Dollar Gorilla

E66·

Jul 20, 2022

1h 7m

E65

Rolex: Timeless Excellence

E65·

Jul 15, 2022

1h 2m

E64

Dino Polska: Serving Small-Town Poland

E64·

Jul 6, 2022

48 mins

E63

Berkshire Hathaway: The Incomparable Compounder

E63·

Jun 29, 2022

1h 14m

Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]

Jun 27, 2022

1h 2m

E62

Gogo: Internet for Private Jets

E62·

Jun 22, 2022

1h 7m

E61

Diploma: Specialized Distribution

E61·

Jun 15, 2022

52 mins

E60

PGA Tour: Playing Under Pressure

E60·

Jun 8, 2022

59 mins

E59

Anduril: Building the Future of Defense

E59·

May 25, 2022

1h 9m

E58

Goldman Sachs: Fortune Favors the Old

E58·

May 19, 2022

58 mins

E57

Baytex Energy: The Business of Oil & Gas

E57·

May 4, 2022

1h 18m

E56

DigitalBridge - Pioneering Digital Infrastructure

E56·

Apr 29, 2022

59 mins

E55

AppLovin: Monetizing & Marketing Mobile Apps

E55·

Apr 20, 2022

1h 7m

E54

Afterpay: Buy Now, Pay Later

E54·

Apr 13, 2022

1h 1m

E53

Block: Square, Cash App, and Economic Access

E53·

Apr 6, 2022

1h 7m

E52

McKinsey & Company: The First Management Consultants

E52·

Mar 30, 2022

1h 9m

E51

Fanatics: Growing the Sports Economy

E51·

Mar 23, 2022

41 mins

Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]

Mar 16, 2022

1h 1m

E50

Adyen: A First Principles Payment Platform

E50·

Mar 9, 2022

59 mins

E49

Cadence: Software Behind Semiconductor Design

E49·

Mar 2, 2022

1h 1m

E48

The New York Times: The Empire Strikes Back

E48·

Feb 23, 2022

59 mins

E47

Basic-Fit: Increasing Returns to Scale

E47·

Feb 16, 2022

48 mins

E46

UPS: Leaders of the Package

E46·

Feb 9, 2022

45 mins

E45

Twitter: Towing the Clown Car Out of the Goldmine

E45·

Feb 2, 2022

1h 1m

E44

ViacomCBS: A Content King in the Streaming War

E44·

Jan 26, 2022

1h 10m

E43

Peloton: Reinventing the Wheel

E43·

Jan 19, 2022

53 mins

E42

Cannabis: Legalizing the Leaf

E42·

Jan 12, 2022

52 mins

E41

Finch Therapeutics: Empowering Immune Systems

E41·

Dec 29, 2021

56 mins

E40

London Stock Exchange Group

E40·

Dec 22, 2021

52 mins

E39

The National Football League

E39·

Dec 15, 2021

1h 26m

E38

NextEra Energy: The Renewable Leader

E38·

Dec 8, 2021

43 mins

E37

Novocure: Using Physics to Fight Cancer

E37·

Dec 1, 2021

58 mins

E36

AutoZone: Exemplary Capital Allocation

E36·

Nov 24, 2021

56 mins

E35

Amazon Aggregators: Buying Third-Party Sellers

E35·

Nov 17, 2021

1h 2m

E34

HelloFresh: Delivering on Process Power

E34·

Nov 10, 2021

1h 3m

E33

MongoDB: The Database Platform

E33·

Nov 3, 2021

46 mins

E32

Universal Music Group: The Gatekeepers of Music

E32·

Oct 27, 2021

1h 15m

E31

Uber: The Undeletable App

E31·

Oct 20, 2021

1h 1m

E30

John Deere: Centuries of Farming Innovation

E30·

Oct 13, 2021

48 mins

E29

Salesforce: The Cloud & SaaS Pioneer

E29·

Oct 6, 2021

49 mins

E28

Solana: Faster, Cheaper, More Scalable

E28·

Sep 29, 2021

1h 14m

E27

Taboola: The Open Web’s Suggestion Engine

E27·

Sep 22, 2021

48 mins

E26

Sky Mavis: The Builders Behind Axie Infinity

E26·

Sep 15, 2021

1h 11m

E25

Datadog: The Realtime Data Monitor

E25·

Sep 8, 2021

45 mins

E24

Wyndham Hotels: Loyalty Matters

E24·

Sep 1, 2021

56 mins

E23

Dexcom: Digitizing Diabetes Management

E23·

Aug 25, 2021

57 mins

E22

SmileDirectClub: Closing the Gap with Affordability

E22·

Aug 18, 2021

48 mins

E21

ZoomInfo: The Go-To-Market Platform

E21·

Aug 11, 2021

1h 4m

E20

Blackstone: Beyond Buyouts

E20·

Aug 4, 2021

44 mins

E19

A Primer on Space: The Final Frontier

E19·

Jul 28, 2021

55 mins

E18

Petco: Capturing the Pet Economy

E18·

Jul 21, 2021

39 mins

E17

Cardlytics: The Ad Platform with Purchasing Power

E17·

Jul 14, 2021

1h 4m

E16

Exxon Mobil: An Aging Energy Empire

E16·

Jul 7, 2021

1h 18m

E15

Facebook: The Trillion Dollar Listing

E15·

Jun 30, 2021

1h 13m

E14

Formula One: The Iconic Motor Sport

E14·

Jun 23, 2021

1h 26m

E13

Moderna: The Software of Life

E13·

Jun 16, 2021

1h 9m

E12

Pinduoduo: Rise of Social Commerce

E12·

Jun 9, 2021

56 mins

E11

Invisalign: Patents, Patients, and Profits

E11·

Jun 2, 2021

59 mins

E10

Wix: The Internet Storefront

E10·

May 26, 2021

49 mins

Ethereum: Into the Ether

E9·

May 19, 2021

1h 12m

Calm: The Sleeping Giant

E8·

May 12, 2021

56 mins

Visa: The Original Protocol Business

E7·

May 5, 2021

56 mins

Twilio: Messaging, Margins, and Markets

E6·

Apr 28, 2021

39 mins

Cinnabon: The Omnichannel Approach to Indulgence

E5·

Apr 21, 2021

52 mins

Costco: Relentless Focus on the One Thing

E4·

Apr 14, 2021

41 mins

Alibaba: A Giant Among Giants

E3·

Apr 9, 2021

47 mins

Chipotle: Simplicity as the Recipe for Success

E2·

Apr 7, 2021

47 mins

Shopify: The E-commerce On-Ramp

E1·

Apr 5, 2021

1h 2m

Business Breakdowns - Trailer

Apr 2, 2021

2 mins

Welcome to Business Breakdowns

Mar 18, 2021

39 secs

Business BreakdownsFollow

Business Breakdowns