Business Breakdowns

A podcast by Colossus | Investing & Business Podcasts - Wednesdays

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167 Episodes

  1. Nubank: David vs Goliaths - [Business Breakdowns, EP.123]

    Published: 8/9/2023
  2. Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]

    Published: 8/2/2023
  3. Copart: The Car Undertaker - [Business Breakdowns, EP.121]

    Published: 7/26/2023
  4. Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]

    Published: 7/19/2023
  5. Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]

    Published: 7/12/2023
  6. Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]

    Published: 7/5/2023
  7. ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]

    Published: 6/28/2023
  8. Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]

    Published: 6/21/2023
  9. Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]

    Published: 6/14/2023
  10. First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]

    Published: 6/7/2023
  11. PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]

    Published: 5/31/2023
  12. Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]

    Published: 5/24/2023
  13. FICO: A High Score Business - [Business Breakdowns, EP.111]

    Published: 5/17/2023
  14. FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]

    Published: 5/10/2023
  15. MTN Group: Connecting Africa - [Business Breakdowns, EP.109]

    Published: 5/3/2023
  16. Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]

    Published: 4/26/2023
  17. Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]

    Published: 4/19/2023
  18. Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]

    Published: 4/12/2023
  19. Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]

    Published: 4/5/2023
  20. The National Basketball Association - [Business Breakdowns, EP. 104]

    Published: 3/31/2023

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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.