Business Breakdowns

By Colossus | Investing & Business Podcasts

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Category: Investing

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Subscribers: 581
Reviews: 2
Episodes: 222


 Jan 11, 2023
excellent podcast

Chris
 Jun 23, 2021
Very informative. Thanks.

Description

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.

Episode Date
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Apr 23, 2025
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
Apr 16, 2025
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
Apr 09, 2025
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Apr 02, 2025
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
Mar 26, 2025
Watsco: Air Apparent - [Business Breakdowns, EP.209]
Mar 19, 2025
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
Mar 14, 2025
Cognex: Vision Quest - [Business Breakdowns, EP.207]
Feb 26, 2025
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb 19, 2025
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Feb 12, 2025
Jack Henry: VMS King - [Business Breakdowns, EP.206]
Feb 05, 2025
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
Jan 29, 2025
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
Jan 22, 2025
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Jan 17, 2025
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
Jan 15, 2025
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan 15, 2025
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
Jan 08, 2025
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Jan 01, 2025
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Dec 27, 2024
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Dec 23, 2024
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Dec 18, 2024
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Dec 11, 2024
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Dec 04, 2024
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
Nov 27, 2024
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
Nov 20, 2024
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
Nov 13, 2024
Demographics Driving Real Estate - [Business Breakdowns, EP.190]
Nov 06, 2024
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